Personal Financial Advisor Jobs in Wantagh, NY

1-4 of 4 Jobs

Senior Wealth Advisor - Nassau County

  • Citigroup
  • East Meadow, NY (3 miles from Wantagh, NY)
  • 1 day ago
  • East Meadow, NY (3 miles from Wantagh, NY)
  • 1 day 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

  • M&T Bank
  • Hauppauge, NY (19 miles from Wantagh, NY)
  • 60+ days ago
  • Hauppauge, NY (19 miles from Wantagh, NY)
  • 60+ days ago

planning process....

In Person

Wealth Advisor - Suffolk Federal Credit Union

  • LPL Financial Services
  • Islandia, NY (19 miles from Wantagh, NY)
  • 60+ days ago
  • Islandia, NY (19 miles from Wantagh, 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

Sr Private Wealth Advisor

  • Valley National Bancorp
  • Jericho, NY (8 miles from Wantagh, NY)
  • 60+ days ago
  • Jericho, NY (8 miles from Wantagh, NY)
  • 60+ days ago

Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....

In Person

Demographic Data for Wantagh, NY

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


Local
National
32,121
811
Medium

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...

Salary for Personal Financial Advisor Jobs in Wantagh, 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 Wantagh, 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 Wantagh, 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%


Other Career Titles

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