Personal Financial Advisor Jobs in Woodmere, NY

1-15 of 24 Jobs

Senior Wealth Advisor SAFE Act - Queens Borough

  • Queens Village, NY (7 miles from Woodmere, NY)
  • 16 hours ago
  • Queens Village, NY (7 miles from Woodmere, NY)
  • 16 hours ago

planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Senior Wealth Advisor SAFE Act - Jackson Heights / Queens

  • Queens Village, NY (7 miles from Woodmere, NY)
  • 16 hours ago
  • Queens Village, NY (7 miles from Woodmere, NY)
  • 16 hours ago

planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Senior Wealth Advisor SAFE Act - Hewlett / Long Island

  • Hewlett, NY
  • 16 hours ago
  • Hewlett, NY
  • 16 hours ago

planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Senior Wealth Advisor SAFE Act - Forest Hills / Queens

  • New York, NY (17 miles from Woodmere, NY)
  • 16 hours ago
  • New York, NY (17 miles from Woodmere, NY)
  • 16 hours ago

planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Senior Wealth Advisor - Huntington Village

  • Huntington, NY (22 miles from Woodmere, NY)
  • 16 hours ago
  • Huntington, NY (22 miles from Woodmere, NY)
  • 16 hours ago

planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Senior Wealth Advisor SAFE Act - Rego Park

  • New York, NY (17 miles from Woodmere, NY)
  • 16 hours ago
  • New York, NY (17 miles from Woodmere, NY)
  • 16 hours ago

planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Senior Wealth Advisor SAFE Act - Fresh Meadows / Queens

  • Queens Village, NY (7 miles from Woodmere, NY)
  • 16 hours ago
  • Queens Village, NY (7 miles from Woodmere, NY)
  • 16 hours ago

planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Senior Wealth Advisor SAFE Act - Merrick / Long Island

  • Merrick, NY (8 miles from Woodmere, NY)
  • 16 hours ago
  • Merrick, NY (8 miles from Woodmere, NY)
  • 16 hours ago

planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Senior Wealth Advisor SAFE Act - 399 Park Ave

  • New York, NY (17 miles from Woodmere, NY)
  • 16 hours ago
  • New York, NY (17 miles from Woodmere, NY)
  • 16 hours ago

planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Wealth Management Advisor

  • New York, NY (17 miles from Woodmere, NY)
  • 7 days ago
  • New York, NY (17 miles from Woodmere, NY)
  • 7 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...

Financial Coach (930546)

  • New York, NY (17 miles from Woodmere, NY)
  • 11 days ago
  • New York, NY (17 miles from Woodmere, NY)
  • 11 days ago

Financial Coach (930546) Full-time Job Title: Financial Coach (930546) Schedule: First Shift State Location: NY Company Description We help job seekers and career changers prepare for and advance...

Wealth Advisor

  • New York, NY (17 miles from Woodmere, NY)
  • 11 days ago
  • New York, NY (17 miles from Woodmere, NY)
  • 11 days ago

You will advise them on issues including investment allocation, financial planning, tax optimization, equity compensation, and more....

Wealth Strategy Associate

  • New York, NY (17 miles from Woodmere, NY)
  • 30+ days ago
  • New York, NY (17 miles from Woodmere, NY)
  • 30+ days ago

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

Financial Planning Consultant - Hackensack, NJ

  • Hackensack, NJ (24 miles from Woodmere, NY)
  • 30+ days ago
  • Hackensack, NJ (24 miles from Woodmere, NY)
  • 30+ days ago

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

Senior Wealth Strategy Associate

  • New York, NY (17 miles from Woodmere, NY)
  • 30+ days ago
  • New York, NY (17 miles from Woodmere, NY)
  • 30+ days ago

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

Demographic Data for Woodmere, NY

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

Local
National
14,515
461
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

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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...
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Salary for Personal Financial Advisor Jobs in Woodmere, 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 Woodmere, 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 Woodmere, 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!