Personal Financial Advisor Jobs in Sands Point, NY
Wealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Fort Lee, NJ (14 miles from Sands Point, NY)
- 1 day ago
- Fort Lee, NJ (14 miles from Sands Point, NY)
- 1 day ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonFS Asset Wealth Management Consultant - Sr. Manager
- PwC
- New York, NY (16 miles from Sands Point, NY)
- 3 days ago
- New York, NY (16 miles from Sands Point, NY)
- 3 days ago
Management industry Proficiency in digital wealth management solutions Proficiency in financial operations and statutory reporting Experience with business intelligence and performance management tools...
In PersonWealth Advisor, Schwab Wealth Advisory Hoboken, NJ, USA
- Charles Schwab
- Hoboken, NJ (18 miles from Sands Point, NY)
- 7 days ago
- Hoboken, NJ (18 miles from Sands Point, NY)
- 7 days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
In PersonSenior Wealth Management Advisor - RIA
- Goodwin Recruiting
- New York, NY (16 miles from Sands Point, NY)
- 8 days ago
- New York, NY (16 miles from Sands Point, NY)
- 8 days ago
100% payout Sign-on Bonus Qualifications: Expertise in wealth management, investment management, and financial planning. Demonstrated ability to generate revenue...
In PersonSenior Wealth Advisor with a Fast Growing Fintech RIA
- Goodwin Recruiting
- Brooklyn, NY (18 miles from Sands Point, NY)
- 9 days ago
- Brooklyn, NY (18 miles from Sands Point, NY)
- 9 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- Goodwin Recruiting
- Greenwich, CT (14 miles from Sands Point, NY)
- 9 days ago
- Greenwich, CT (14 miles from Sands Point, NY)
- 9 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonWealth Advisor, Schwab Wealth Advisory Wealth Advisor, Schwab Wealth Advisory
- Charles Schwab
- Jersey City, NJ (21 miles from Sands Point, NY)
- 14 days ago
- Jersey City, NJ (21 miles from Sands Point, NY)
- 14 days ago
. # 2025-117419 Position summary WA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting...
In PersonWealth Advisor, Schwab Wealth Advisory
- Charles Schwab Corporation
- Jersey City, NJ (21 miles from Sands Point, NY)
- 16 days ago
- Jersey City, NJ (21 miles from Sands Point, NY)
- 16 days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
In PersonSenior Wealth Advisor SAFE Act - Uptown Manhattan
- Citigroup
- New York, NY (16 miles from Sands Point, NY)
- 22 days ago
- New York, NY (16 miles from Sands Point, NY)
- 22 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In PersonFinancial Service Senior Consultant - Wealth Management/Trading BA
- Sia Partners
- New York, NY (16 miles from Sands Point, NY)
- 22 days ago
- New York, NY (16 miles from Sands Point, NY)
- 22 days ago
Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems....
In PersonSenior Wealth Advisor SAFE Act - Suffolk County
- Citi
- Huntington Station, NY (17 miles from Sands Point, NY)
- 24 days ago
- Huntington Station, NY (17 miles from Sands Point, NY)
- 24 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In PersonSenior Wealth Advisor SAFE Act - North Jersey
- Early Career
- Paramus, NJ (21 miles from Sands Point, NY)
- 24 days ago
- Paramus, NJ (21 miles from Sands Point, NY)
- 24 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In PersonSenior Wealth Advisor SAFE Act - Nassau County
- Early Career
- East Meadow, NY (10 miles from Sands Point, NY)
- 24 days ago
- East Meadow, NY (10 miles from Sands Point, NY)
- 24 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In Person- Bessemer Trust
- Greenwich, CT (14 miles from Sands Point, NY)
- 24 days ago
- Greenwich, CT (14 miles from Sands Point, NY)
- 24 days ago
The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....
In Person InternshipSr Private Wealth Advisor - New York, NY
- Valley National Bank
- Paramus, NJ (21 miles from Sands Point, NY)
- 25 days ago
- Paramus, NJ (21 miles from Sands Point, NY)
- 25 days ago
planning.- Excellent relationship management, networking and business development skills.- Ability to partner with colleagues to identify and service unique clients' needs.- Well-developed analytical...
In PersonDemographic Data for Sands Point, NY
Moving to Sands Point, NY? Find some basic demographic data about Sands Point, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Sands Point, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Sands Point, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Financial Analysis
- Business Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Reporting
- Consulting
- Coaching
- Presentation
- Microsoft PowerPoint
- Bachelor's Degree
- Policy Development
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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