Personal Financial Advisor Jobs in Valley Stream, NY
PGIM Global Wealth - Retirement Specialist
- Prudential
- Newark, NJ (24 miles from Valley Stream, NY)
- 6 hours ago
- Newark, NJ (24 miles from Valley Stream, NY)
- 6 hours 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 (16 miles from Valley Stream, NY)
- 4 days ago
- New York, NY (16 miles from Valley Stream, 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 PersonFinancial Service Senior Consultant - Wealth Management/Trading BA
- Sia Partners
- New York, NY (16 miles from Valley Stream, NY)
- 4 days ago
- New York, NY (16 miles from Valley Stream, NY)
- 4 days ago
Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems....
In PersonSenior Wealth Advisor SAFE Act - Suffolk County
- Citi
- Huntington Station, NY (20 miles from Valley Stream, NY)
- 6 days ago
- Huntington Station, NY (20 miles from Valley Stream, 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 SAFE Act - Nassau County
- Early Career
- East Meadow, NY (8 miles from Valley Stream, NY)
- 6 days ago
- East Meadow, NY (8 miles from Valley Stream, NY)
- 6 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 - Midtown Manhattan
- Citigroup
- New York, NY (16 miles from Valley Stream, NY)
- 7 days ago
- New York, NY (16 miles from Valley Stream, NY)
- 7 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 - Staten Island
- Citigroup
- Staten Island, NY (20 miles from Valley Stream, NY)
- 8 days ago
- Staten Island, NY (20 miles from Valley Stream, NY)
- 8 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 - Brooklyn
- Citigroup
- Brooklyn, NY (15 miles from Valley Stream, NY)
- 8 days ago
- Brooklyn, NY (15 miles from Valley Stream, NY)
- 8 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 (14 miles from Valley Stream, NY)
- 8 days ago
- Bronx, NY (14 miles from Valley Stream, NY)
- 8 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 (20 miles from Valley Stream, NY)
- 8 days ago
- Huntington, NY (20 miles from Valley Stream, NY)
- 8 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 - Westchester
- Early Career
- New York, NY (16 miles from Valley Stream, NY)
- 10 days ago
- New York, NY (16 miles from Valley Stream, NY)
- 10 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 PersonRelationship Advisor, Wealth Management
- Northern Trust
- New York, NY (16 miles from Valley Stream, NY)
- 11 days ago
- New York, NY (16 miles from Valley Stream, NY)
- 11 days ago
Manages Wealth Management client relationships and ensures high-quality service....
In PersonAssociate Relationship Advisor, Wealth Management
- Northern Trust
- New York, NY (16 miles from Valley Stream, NY)
- 11 days ago
- New York, NY (16 miles from Valley Stream, NY)
- 11 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- International Rescue Committee
- Elizabeth, NJ (24 miles from Valley Stream, NY)
- 12 days ago
- Elizabeth, NJ (24 miles from Valley Stream, NY)
- 12 days ago
Increase participant knowledge of financial services and credit offerings Coordinate with the Economic Empowerment Manager on external outreach to banks and other community members to assist with client...
RemoteWealth Management Advisor (NYC)
- TIAA
- New York, NY (16 miles from Valley Stream, NY)
- 14 days ago
- New York, NY (16 miles from Valley Stream, NY)
- 14 days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
In PersonDemographic Data for Valley Stream, NY
Moving to Valley Stream, NY? Find some basic demographic data about Valley Stream, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Valley Stream, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Valley Stream, 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