Personal Financial Advisor Jobs in Trinity, NY
- GS001 GuideStone Financial Resources of the Southern Baptist Convention
- New York, NY (3 miles from Trinity, NY)
- 14 hours ago
- New York, NY (3 miles from Trinity, NY)
- 14 hours ago
Job Summary The primary role of the Wealth Advisor is to accomplish its goals including growing clients and Assets Under Management (AUM), delivering personalized financial advice and wealth management...
Hybrid- Goodwin Recruiting
- Old Westbury, NY (22 miles from Trinity, NY)
- 1 day ago
- Old Westbury, NY (22 miles from Trinity, NY)
- 1 day ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- Valley National Bancorp
- New York, NY (3 miles from Trinity, NY)
- 5 days ago
- New York, NY (3 miles from Trinity, NY)
- 5 days ago
The Associate, Wealth Management will be responsible for supporting and cultivating wealth management relationships and portfolios of high-net-worth clients and prospects and assist with the development...
In PersonDivisional Wealth Management Consultant
- Capital Group
- New York, NY (3 miles from Trinity, NY)
- 5 days ago
- New York, NY (3 miles from Trinity, NY)
- 5 days ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Fort Lee, NJ (9 miles from Trinity, NY)
- 7 days ago
- Fort Lee, NJ (9 miles from Trinity, NY)
- 7 days 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 (3 miles from Trinity, NY)
- 9 days ago
- New York, NY (3 miles from Trinity, NY)
- 9 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 PersonPGIM Global Wealth - Retirement Specialist PGIM Global Wealth - Retirement Specialist
- Prudential Financial
- Newark, NJ (8 miles from Trinity, NY)
- 20 days ago
- Newark, NJ (8 miles from Trinity, NY)
- 20 days ago
PGIM Global Wealth - Retirement Specialist Prudential Financial 3.5 ( ) Newark, NJ Why you should apply for a job to Prudential Financial : 80% say women are treated fairly and equally to men 77%...
In Person Part TimePGIM Global Wealth - Retirement Specialist
- Prudential
- Newark, NJ (8 miles from Trinity, NY)
- 24 days ago
- Newark, NJ (8 miles from Trinity, NY)
- 24 days ago
Job Classification: Sales - Sales Our Role: The Retirement Specialist (RS) will be responsible for the wholesale distribution of PGIM mutual funds primarily via the telephone, zoom, and other virtual...
In Person Part TimeSenior Wealth Advisor SAFE Act - Uptown Manhattan
- Citigroup
- New York, NY (3 miles from Trinity, NY)
- 28 days ago
- New York, NY (3 miles from Trinity, NY)
- 28 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 (3 miles from Trinity, NY)
- 28 days ago
- New York, NY (3 miles from Trinity, NY)
- 28 days ago
Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems....
In PersonSenior Wealth Advisor SAFE Act - North Jersey
- Early Career
- Paramus, NJ (16 miles from Trinity, NY)
- 30+ days ago
- Paramus, NJ (16 miles from Trinity, 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...
In PersonSenior Wealth Advisor SAFE Act - Nassau County
- Early Career
- East Meadow, NY (23 miles from Trinity, NY)
- 30+ days ago
- East Meadow, NY (23 miles from Trinity, 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...
In PersonSr Private Wealth Advisor - New York, NY
- Valley National Bank
- Paramus, NJ (16 miles from Trinity, NY)
- 30+ days ago
- Paramus, NJ (16 miles from Trinity, NY)
- 30+ 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 PersonSenior Wealth Advisor SAFE Act - Midtown Manhattan
- Citigroup
- New York, NY (3 miles from Trinity, NY)
- 30+ days ago
- New York, NY (3 miles from Trinity, 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...
In PersonSenior Wealth Advisor SAFE Act - Staten Island
- Citigroup
- Staten Island, NY (7 miles from Trinity, NY)
- 30+ days ago
- Staten Island, NY (7 miles from Trinity, 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...
In PersonDemographic Data for Trinity, NY
Moving to Trinity, NY? Find some basic demographic data about Trinity, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Trinity, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Trinity, 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
- Investment Analysis
- Anti-Money Laundering
- Lending
- Investment Management
- Client Relationships
- Portfolio Management
- Financial Planning
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Due Diligence
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Team Building
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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