Personal Financial Advisor Jobs in Wantagh, NY
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- 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 PersonWealth 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- 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 PersonDemographic Data for Wantagh, NY
Moving to Wantagh, NY? Find some basic demographic data about Wantagh, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Wantagh, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Wantagh, 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
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Risk Analysis
- Financial Services
- Mortgage Processing
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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