Personal Financial Advisor Jobs in Jericho, 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 Management Advisor - Greenwich, CT
- Greenwich, CT (17 miles from Jericho, NY)
- 7 days ago
- Greenwich, CT (17 miles from Jericho, NY)
- 7 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...
- New York, NY (23 miles from Jericho, NY)
- 10 days ago
- New York, NY (23 miles from Jericho, NY)
- 10 days ago
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
Senior Wealth Strategy Associate
- New York, NY (23 miles from Jericho, NY)
- 13 days ago
- New York, NY (23 miles from Jericho, NY)
- 13 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 (23 miles from Jericho, NY)
- 26 days ago
- New York, NY (23 miles from Jericho, NY)
- 26 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...
/22610/06c71827-7db7-46d4-b0b2-f855574eb622.png&z=8&s=FIN&ih_t=6%2F26%2F2025+7%3A56%3A24+PM&utm_medium=internal%20referrer&utm_campaign=employer-fsa&utm_content=fsa-federal&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY
- New York, NY (23 miles from Jericho, NY)
- 28 days ago
- New York, NY (23 miles from Jericho, NY)
- 28 days ago
As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....
Morgan Wealth Management Private Wealth Advisor - West Harrison, NY
- West Harrison, NY (20 miles from Jericho, NY)
- 29 days ago
- West Harrison, NY (20 miles from Jericho, NY)
- 29 days ago
As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....
- New York City, NY (24 miles from Jericho, NY)
- 30+ days ago
- New York City, NY (24 miles from Jericho, 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 (23 miles from Jericho, NY)
- 30+ days ago
- New York, NY (23 miles from Jericho, 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 (22 miles from Jericho, NY)
- 30+ days ago
- Fort Lee, NJ (22 miles from Jericho, NY)
- 30+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
- New York, NY (23 miles from Jericho, NY)
- 45+ days ago
- New York, NY (23 miles from Jericho, 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...
- New York, NY (23 miles from Jericho, NY)
- 45+ days ago
- New York, NY (23 miles from Jericho, NY)
- 45+ days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
Wealth Advisor - State College, PA
- New York, NY (23 miles from Jericho, NY)
- 45+ days ago
- New York, NY (23 miles from Jericho, NY)
- 45+ days ago
Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines. Performs other related duties and projects as assigned....
Senior Wealth Advisor SAFE Act - Metro NY (Manhattan / Westchester / Outer Boroughs / New Jersey)
- New York, NY (23 miles from Jericho, NY)
- 60+ days ago
- New York, NY (23 miles from Jericho, NY)
- 60+ 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...
- New York, NY (23 miles from Jericho, NY)
- 60+ days ago
- New York, NY (23 miles from Jericho, NY)
- 60+ days ago
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
- New York, NY (23 miles from Jericho, NY)
- 90+ days ago
- New York, NY (23 miles from Jericho, NY)
- 90+ days ago
planning degree preferred 10 years or more of experience serving as the lead wealth management advisor to high-net-worth families One of the following designations is required: Certified Financial...
Demographic Data for Jericho, NY
Moving to Jericho, NY? Find some basic demographic data about Jericho, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Jericho, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Jericho, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Public Speaking
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Mutual Funds
- Financial Planning
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Anti-Money Laundering
- E-Verify
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Relationship Management
- Risk Management
- Strategy Development
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »