Personal Financial Advisor Jobs in Stony Point, NY

1-5 of 5 Jobs

Wealth Advisor - Mount Kisco, NY

  • Mount Kisco, NY (16 miles from Stony Point, NY)
  • 6 days ago
  • Mount Kisco, NY (16 miles from Stony Point, NY)
  • 6 days ago

Develop detailed and moderately complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients....

Financial Advisor - Private Client Group

  • Paramus, NJ (20 miles from Stony Point, NY)
  • 7 days ago
  • Paramus, NJ (20 miles from Stony Point, NY)
  • 7 days ago

Competent skills in Microsoft Office software products Preferred Qualifications: Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc....

Citi Wealth - Senior Wealth Advisor SAFE Act - Ridgewood

  • Ridgewood, NJ (18 miles from Stony Point, NY)
  • 30+ days ago
  • Ridgewood, NJ (18 miles from Stony Point, NY)
  • 30+ 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...

Financial Planning Consultant - Hackensack, NJ

  • Hackensack, NJ (24 miles from Stony Point, NY)
  • 30+ days ago
  • Hackensack, NJ (24 miles from Stony Point, NY)
  • 30+ days ago

Certified Financial Planner (CFP) designation preferred....

Citi Wealth - Senior Wealth Advisor SAFE Act - Paramus

  • Paramus, NJ (20 miles from Stony Point, NY)
  • 30+ days ago
  • Paramus, NJ (20 miles from Stony Point, NY)
  • 30+ 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...

Demographic Data for Stony Point, NY

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

Local
National
13,289
291
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

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Financial Advisor Training
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Salary for Personal Financial Advisor Jobs in Stony Point, 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 Stony Point, NY offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
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 Stony Point, 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!