Personal Financial Advisor Jobs in Whitestone, NY

1-15 of 21 Jobs

Associate, Advisor ( Wealth Management)

New York, NY (9 miles from Whitestone, NY)
16 hours ago

New York, NY (9 miles from Whitestone, NY)
16 hours ago

Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients....

Wealth Advisor, Schwab Wealth Advisory

New York, NY (9 miles from Whitestone, NY)
1 day ago

New York, NY (9 miles from Whitestone, NY)
1 day ago

plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

New York, NY (9 miles from Whitestone, NY)
1 day ago

New York, NY (9 miles from Whitestone, NY)
1 day ago

plans and portfolios for clients....

Citi Wealth - Senior Wealth Advisor SAFE Act - Ridgewood

Ridgewood, NJ (20 miles from Whitestone, NY)
10 days ago

Ridgewood, NJ (20 miles from Whitestone, NY)
10 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...

Wealth Management Advisor - Greenwich, CT

Greenwich, CT (19 miles from Whitestone, NY)
16 days ago

Greenwich, CT (19 miles from Whitestone, NY)
16 days ago

planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance...

Wealth Strategy Associate

New York, NY (9 miles from Whitestone, NY)
18 days ago

New York, NY (9 miles from Whitestone, NY)
18 days ago

Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...

Financial Planning Consultant - Hackensack, NJ

Hackensack, NJ (14 miles from Whitestone, NY)
21 days ago

Hackensack, NJ (14 miles from Whitestone, NY)
21 days ago

Certified Financial Planner (CFP) designation preferred....

Citi Wealth - Senior Wealth Advisor SAFE Act - Paramus

Paramus, NJ (17 miles from Whitestone, NY)
21 days ago

Paramus, NJ (17 miles from Whitestone, NY)
21 days ago

, and 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...

Senior Wealth Strategy Associate

New York, NY (9 miles from Whitestone, NY)
22 days ago

New York, NY (9 miles from Whitestone, NY)
22 days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

FSI/Senior Consultant Wealth Management - Business Consulting

New York, NY (9 miles from Whitestone, NY)
30+ days ago

New York, NY (9 miles from Whitestone, NY)
30+ days ago

E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard Collaborate cross-functionally with business partners including engineering, marketing, design, and sales...

Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY

New York, NY (9 miles from Whitestone, NY)
30+ days ago

New York, NY (9 miles from Whitestone, NY)
30+ days ago

As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....

International Wealth Advisor

New York City, NY (11 miles from Whitestone, NY)
30+ days ago

New York City, NY (11 miles from Whitestone, NY)
30+ days ago

Relevant Experience: A background in financial planning, private banking, or wealth management. Training or experience in formal financial planning methodologies....

Senior Specialty Asset Advisor

New York, NY (9 miles from Whitestone, NY)
30+ days ago

New York, NY (9 miles from Whitestone, NY)
30+ days ago

management clients in the region in accordance with the governing instruments, fiduciary laws, bank policies and procedures Lead the strategy and resolution of highly complex specialty asset portfolios...

Wealth Advisor - PNC Investments

Fort Lee, NJ (9 miles from Whitestone, NY)
45+ days ago

Fort Lee, NJ (9 miles from Whitestone, NY)
45+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Associate Wealth Advisor

New York, NY (9 miles from Whitestone, NY)
45+ days ago

New York, NY (9 miles from Whitestone, NY)
45+ days ago

. - Advanced capability of all wealth, investment, and financial planning processes - Begins to prepare and make rmendations for client financial plans and investments and portfolio allocations - Drives...

View all 21 jobs

Demographic Data for Whitestone, NY

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

Median Age

Average Household Income

Home Value vs Household Income in Whitestone, NY

Local

National

Total Population

42,319

Number of Businesses

989

City Size

Medium

Personal Financial Advisor Online Courses and Training Opportunities

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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...

Financial Advisor Training

Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...

LinkedIn for Financial Advisors

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Salary for Personal Financial Advisor Jobs in Whitestone, 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 Whitestone, NY offer the following education background

Bachelor's Degree

52.5%

Master's Degree

31.5%

High School or GED

4.5%

Vocational Degree or Certification

4.2%

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 Whitestone, 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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