Personal Financial Advisor Jobs in Schenectady, NY

1-4 of 4 Jobs

Financial Coach

  • University at Albany
  • Albany, NY (8 miles from Schenectady, NY)
  • 8 days ago
  • Albany, NY (8 miles from Schenectady, NY)
  • 8 days ago

Engage in proactive communication with students via EAB for key milestones and deadlines throughout the semester and review and updates individual student financial plans as necessary....

In Person

Wealth Advisor - Albany, NY

  • Citizens Financial Group, Inc.
  • Slingerlands, NY (12 miles from Schenectady, NY)
  • 16 days ago
  • Slingerlands, NY (12 miles from Schenectady, NY)
  • 16 days ago

Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....

In Person

Wealth Advisor - Albany, NY

  • Citizens Bank
  • Albany, NY (8 miles from Schenectady, NY)
  • 18 days ago
  • Albany, NY (8 miles from Schenectady, NY)
  • 18 days ago

Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....

In Person

Asset & Wealth Management, Private Wealth Advisor, Wealth Management Professional - Analyst, Albany

  • Goldman Sachs
  • Albany, NY (8 miles from Schenectady, NY)
  • 20 days ago
  • Albany, NY (8 miles from Schenectady, NY)
  • 20 days ago

OUR IMPACT Goldman Sachs Wealth Management empowers clients globally to achieve their financial aspirations through comprehensive financial planning, investment management, banking, and bespoke advice...

In Person Part Time

Demographic Data for Schenectady, NY

Moving to Schenectady, NY? Find some basic demographic data about Schenectady, NY below.

Local
National
167,169
3,032
Medium/Lg

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
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Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...
Alison
Financial Advisor Roles and Responsibilities
The demand for personal financial advisors is expected to grow faster than most national averages over the next few years. This career path also offers the advantages of almost unlimited earning...
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Salary for Personal Financial Advisor Jobs in Schenectady, NY

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Schenectady, NY offer the following education background
Bachelor's Degree
52.7%
Master's Degree
31.5%
High School or GED
4.4%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Schenectady, NY
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!