Personal Financial Advisor Jobs in Yaphank, NY

1-4 of 4 Jobs

Senior Wealth Advisor SAFE Act - Suffolk County

Citi
Huntington Station, NY (23 miles from Yaphank, NY)
2 days ago

Huntington Station, NY (23 miles from Yaphank, NY)
2 days ago

Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...

In Person

Wealth Advisor

M&T Bank
Hauppauge, NY (13 miles from Yaphank, NY)
60+ days ago

Hauppauge, NY (13 miles from Yaphank, NY)
60+ days ago

planning process....

In Person

Wealth Advisor - Suffolk Federal Credit Union

LPL Financial Services
Islandia, NY (13 miles from Yaphank, NY)
60+ days ago

Islandia, NY (13 miles from Yaphank, 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

Wealth Advisor - Suffolk Federal Credit Union

LPL Financial
Medford, NY (3 miles from Yaphank, NY)
60+ days ago

Medford, NY (3 miles from Yaphank, 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

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Demographic Data for Yaphank, NY

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

Median Age

Average Household Income

Home Value vs Household Income in Yaphank, NY

Local

National

Total Population

4,931

Number of Businesses

202

City Size

Small

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.

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 Development and Financial Inclusion

Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...

Financial Advisor Training

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

Salary for Personal Financial Advisor Jobs in Yaphank, 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 Yaphank, 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 Yaphank, 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

Here are some other career titles that require similar skills