Personal Financial Advisor Jobs in Great Neck, NY
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
Wealth Advisor - Franklin Square / Islandia- Brooklyn
- Citizens Bank
- Franklin Square, NY (5 miles from Great Neck, NY)
- 19 hours ago
- Franklin Square, NY (5 miles from Great Neck, NY)
- 19 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonDivisional Wealth Management Consultant - NYC & Long Island
- Capital Group
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In Person- Goodwin Recruiting
- Old Westbury, NY (6 miles from Great Neck, NY)
- 2 days ago
- Old Westbury, NY (6 miles from Great Neck, NY)
- 2 days ago
Join a forward-thinking, advisor-centric fintech organization built for the next generation of wealth management...
In PersonSenior Wealth Management Advisor - RIA
- Goodwin Recruiting
- New York, NY (14 miles from Great Neck, NY)
- 2 days ago
- New York, NY (14 miles from Great Neck, NY)
- 2 days ago
100% payout Sign-on Bonus Qualifications: Expertise in wealth management, investment management, and financial planning. Demonstrated ability to generate revenue...
In Person- City National Bank
- New York, NY (14 miles from Great Neck, NY)
- 2 days ago
- New York, NY (14 miles from Great Neck, NY)
- 2 days ago
Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team....
Remote- Mercer Advisors
- New York, NY (14 miles from Great Neck, NY)
- 4 days ago
- New York, NY (14 miles from Great Neck, NY)
- 4 days ago
Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and...
Hybrid- Mariner Wealth Advisors
- New York, NY (14 miles from Great Neck, NY)
- 5 days ago
- New York, NY (14 miles from Great Neck, NY)
- 5 days ago
that provided relevant experience CFP designation or Series 65 required Skills & Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance...
In Person- Accenture
- New York City, NY (15 miles from Great Neck, NY)
- 7 days ago
- New York City, NY (15 miles from Great Neck, NY)
- 7 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In PersonSr. Manager, Wealth Advisor - Schwab Wealth Advisory Hoboken, NJ, USA
- Charles Schwab
- Hoboken, NJ (16 miles from Great Neck, NY)
- 7 days ago
- Hoboken, NJ (16 miles from Great Neck, NY)
- 7 days ago
plans and portfolios for clients....
In Person- Mariner Wealth Advisors
- New York, NY (14 miles from Great Neck, NY)
- 12 days ago
- New York, NY (14 miles from Great Neck, NY)
- 12 days ago
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
In PersonWealth Advisor, Ultra High Net Worth
- Farther Finance
- New York, NY (14 miles from Great Neck, NY)
- 12 days ago
- New York, NY (14 miles from Great Neck, NY)
- 12 days ago
u003c/liu003enu003c/ulu003enu003cpu003eu003cbru003eReady to disrupt wealth management? Let's talk!u003c/pu003e...
Hybrid- NFP Corp
- New York, NY (14 miles from Great Neck, NY)
- 19 days ago
- New York, NY (14 miles from Great Neck, NY)
- 19 days ago
Degree Certified Financial Planner (CFP) designation Ability to obtain Series 7 and 66 licenses Life & Health license a plus CFA or CIMA a plus What We Offer: We're proud to offer a competitive salary...
Hybrid- M&T Bank
- New York, NY (14 miles from Great Neck, NY)
- 19 days ago
- New York, NY (14 miles from Great Neck, NY)
- 19 days ago
planning process....
In PersonSenior Wealth Advisor, Regis (UHNW)
- Mercer Advisors
- New York, NY (14 miles from Great Neck, NY)
- 21 days ago
- New York, NY (14 miles from Great Neck, NY)
- 21 days ago
Join us and be part of this exciting journey as we shape the future of financial planning and wealth management....
HybridSenior Wealth Advisor SAFE Act - Midtown Manhattan
- Citigroup Inc.
- New York, NY (14 miles from Great Neck, NY)
- 22 days ago
- New York, NY (14 miles from Great Neck, NY)
- 22 days 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...
In PersonDemographic Data for Great Neck, NY
Moving to Great Neck, NY? Find some basic demographic data about Great Neck, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Great Neck, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Great Neck, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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