Personal Financial Advisor Jobs in Syosset, NY
Senior Wealth Advisor SAFE Act - Suffolk County
- Citi
- Huntington Station, NY (7 miles from Syosset, NY)
- 4 days ago
- Huntington Station, NY (7 miles from Syosset, NY)
- 4 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSenior Wealth Advisor SAFE Act - Nassau County
- Early Career
- East Meadow, NY (7 miles from Syosset, NY)
- 4 days ago
- East Meadow, NY (7 miles from Syosset, NY)
- 4 days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In Person- Bessemer Trust
- Greenwich, CT (15 miles from Syosset, NY)
- 4 days ago
- Greenwich, CT (15 miles from Syosset, NY)
- 4 days ago
The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....
In Person InternshipSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT (15 miles from Syosset, NY)
- 5 days ago
- Greenwich, CT (15 miles from Syosset, NY)
- 5 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSenior Wealth Advisor SAFE Act - Bronx
- Citigroup
- Bronx, NY (21 miles from Syosset, NY)
- 5 days ago
- Bronx, NY (21 miles from Syosset, NY)
- 5 days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In PersonSenior Wealth Advisor SAFE Act - Long Island
- Citigroup
- Huntington, NY (5 miles from Syosset, NY)
- 6 days ago
- Huntington, NY (5 miles from Syosset, NY)
- 6 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSenior Wealth Advisor - Nassau County
- Citigroup
- East Meadow, NY (7 miles from Syosset, NY)
- 16 days ago
- East Meadow, NY (7 miles from Syosset, NY)
- 16 days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (15 miles from Syosset, NY)
- 16 days ago
- Greenwich, CT (15 miles from Syosset, NY)
- 16 days ago
planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance...
In Person- First County Bank
- Stamford, CT (15 miles from Syosset, NY)
- 21 days ago
- Stamford, CT (15 miles from Syosset, NY)
- 21 days ago
planning....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Fort Lee, NJ (24 miles from Syosset, NY)
- 60+ days ago
- Fort Lee, NJ (24 miles from Syosset, NY)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In Person- M&T Bank
- Hauppauge, NY (17 miles from Syosset, NY)
- 60+ days ago
- Hauppauge, NY (17 miles from Syosset, NY)
- 60+ days ago
planning process....
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (17 miles from Syosset, NY)
- 60+ days ago
- Islandia, NY (17 miles from Syosset, NY)
- 60+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs....
In Person- Valley National Bancorp
- Jericho, NY (3 miles from Syosset, NY)
- 90+ days ago
- Jericho, NY (3 miles from Syosset, NY)
- 90+ days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
In PersonDemographic Data for Syosset, NY
Moving to Syosset, NY? Find some basic demographic data about Syosset, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Syosset, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Syosset, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Tax Planning
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Sales
- Team Building
- Research Skills
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills