Personal Financial Advisor Jobs in Webster, NY
1-2 of
2 Jobs
- Citizens Bank
- Rochester, NY (9 miles from Webster, NY)
- 2 days ago
- Rochester, NY (9 miles from Webster, NY)
- 2 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- Tompkins Community Bank
- Pittsford, NY (12 miles from Webster, NY)
- 60+ days ago
- Pittsford, NY (12 miles from Webster, NY)
- 60+ days ago
Strategic Financial Planning & Advisory: Develop comprehensive financial plans using structured processes and software tools....
In PersonDemographic Data for Webster, NY
Moving to Webster, NY? Find some basic demographic data about Webster, NY below.
Local
National
54,148
1,197
Medium
Personal Financial Advisor Online Courses and Training Opportunities
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Certified Financial Planning
The noncredit Certified Financial Planning Certificate provides the skills and knowledge necessary for obtaining CFP Certification. Coursework addresses competencies in financial planning,...
Personal Trainer Certification
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Certified Personal Trainer
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Salary for Personal Financial Advisor Jobs in Webster, 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 Webster, 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 Webster, 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
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Client Relationships
- Lending
- Tax Planning
- Investment Management
- Mortgage Processing
- Portfolio Management
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Business Analysis
- Client Services
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Consulting
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!
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