Personal Financial Advisor Jobs in Wyandanch, NY
- First County Bank
- Stamford, CT (22 miles from Wyandanch, NY)
- 3 days ago
- Stamford, CT (22 miles from Wyandanch, NY)
- 3 days ago
planning....
In Person- Goodwin Recruiting
- Greenwich, CT (23 miles from Wyandanch, NY)
- 20 days ago
- Greenwich, CT (23 miles from Wyandanch, NY)
- 20 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- M&T Bank
- Hauppauge, NY (10 miles from Wyandanch, NY)
- 60+ days ago
- Hauppauge, NY (10 miles from Wyandanch, NY)
- 60+ days ago
planning process....
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (10 miles from Wyandanch, NY)
- 60+ days ago
- Islandia, NY (10 miles from Wyandanch, NY)
- 60+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs....
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial
- Medford, NY (21 miles from Wyandanch, NY)
- 60+ days ago
- Medford, NY (21 miles from Wyandanch, 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 (9 miles from Wyandanch, NY)
- 60+ days ago
- Jericho, NY (9 miles from Wyandanch, 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 Wyandanch, NY
Moving to Wyandanch, NY? Find some basic demographic data about Wyandanch, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Wyandanch, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Wyandanch, 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
- Financial Accounting Standards
- 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
- Written Communication
- Business Development
- Collaboration
- Coaching
- Presentation
- 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
Other Career Titles
Here are some other career titles that require similar skills