Personal Financial Advisor Jobs in Uniondale, NY

1-15 of 34 Jobs

Senior Wealth Advisor SAFE Act - Uptown Manhattan

  • Citigroup
  • New York, NY (21 miles from Uniondale, NY)
  • 6 hours ago
  • New York, NY (21 miles from Uniondale, NY)
  • 6 hours 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

Financial Service Senior Consultant - Wealth Management/Trading BA

  • Sia Partners
  • New York, NY (21 miles from Uniondale, NY)
  • 8 hours ago
  • New York, NY (21 miles from Uniondale, NY)
  • 8 hours ago

Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems....

In Person

Senior Wealth Advisor SAFE Act - Suffolk County

  • Citi
  • Huntington Station, NY (14 miles from Uniondale, NY)
  • 2 days ago
  • Huntington Station, NY (14 miles from Uniondale, NY)
  • 2 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 Person

Senior Wealth Advisor SAFE Act - Nassau County

  • Early Career
  • East Meadow, NY (2 miles from Uniondale, NY)
  • 2 days ago
  • East Meadow, NY (2 miles from Uniondale, NY)
  • 2 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

Wealth Advisor Intern

  • Bessemer Trust
  • Greenwich, CT (23 miles from Uniondale, NY)
  • 2 days ago
  • Greenwich, CT (23 miles from Uniondale, NY)
  • 2 days ago

The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....

In Person Internship

Senior Wealth Advisor

  • Goodwin Recruiting
  • Greenwich, CT (23 miles from Uniondale, NY)
  • 2 days ago
  • Greenwich, CT (23 miles from Uniondale, NY)
  • 2 days ago

Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....

In Person

Senior Wealth Advisor with a Fast Growing Fintech RIA

  • Goodwin Recruiting
  • Brooklyn, NY (20 miles from Uniondale, NY)
  • 2 days ago
  • Brooklyn, NY (20 miles from Uniondale, NY)
  • 2 days ago

Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....

In Person

Senior Wealth Advisor SAFE Act - Midtown Manhattan

  • Citigroup
  • New York, NY (21 miles from Uniondale, NY)
  • 3 days ago
  • New York, NY (21 miles from Uniondale, NY)
  • 3 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 Person

Senior Wealth Advisor SAFE Act - Western Connecticut

  • Citigroup
  • Greenwich, CT (23 miles from Uniondale, NY)
  • 3 days ago
  • Greenwich, CT (23 miles from Uniondale, NY)
  • 3 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 Person

Senior Wealth Advisor SAFE Act - Brooklyn

  • Citigroup
  • Brooklyn, NY (20 miles from Uniondale, NY)
  • 3 days ago
  • Brooklyn, NY (20 miles from Uniondale, NY)
  • 3 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 Person

Senior Wealth Advisor SAFE Act - Bronx

  • Citigroup
  • Bronx, NY (18 miles from Uniondale, NY)
  • 3 days ago
  • Bronx, NY (18 miles from Uniondale, NY)
  • 3 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

Senior Wealth Advisor SAFE Act - Long Island

  • Citigroup
  • Huntington, NY (14 miles from Uniondale, NY)
  • 4 days ago
  • Huntington, NY (14 miles from Uniondale, 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 Person

Senior Wealth Advisor SAFE Act - Westchester

  • Early Career
  • New York, NY (21 miles from Uniondale, NY)
  • 6 days ago
  • New York, NY (21 miles from Uniondale, 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 Person

Relationship Advisor, Wealth Management

  • Northern Trust
  • New York, NY (21 miles from Uniondale, NY)
  • 7 days ago
  • New York, NY (21 miles from Uniondale, NY)
  • 7 days ago

Manages Wealth Management client relationships and ensures high-quality service....

In Person

Associate Relationship Advisor, Wealth Management

  • Northern Trust
  • New York, NY (21 miles from Uniondale, NY)
  • 7 days ago
  • New York, NY (21 miles from Uniondale, NY)
  • 7 days ago

Manages a designated portfolio of wealth management clients by collaborating with clients and their advisors to fully understand client needs and objectives....

In Person

Demographic Data for Uniondale, NY

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

Local
National
26,947
745
Medium

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Salary for Personal Financial Advisor Jobs in Uniondale, 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 Uniondale, NY offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
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 Uniondale, 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!

Other Career Titles

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