Personal Financial Advisor Jobs in Lawrence, NY

Search Personal Financial Advisor Jobs

1-15 of 26 Jobs

Wealth Management Consultant

  • Fidelity Brokerage Services
  • Hempstead, NY
  • 2 days ago

Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise Were...

**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...

Wealth Strategy Associate

  • UBS
  • New York, NY
  • 4 days ago

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

Wealth Management Advisor

  • TIAA-CREF
  • New York, NY
  • 5 days ago

Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs....

Wealth Management Consultant

  • Fidelity Investments
  • New York, NY
  • 5 days ago

Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise Were...

Private Wealth Advisor - NY Tri-state

  • U.S. Bancorp
  • New York, NY
  • 8 days ago

Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting careers.usbank.com....

High .Net Worth Senior Wealth Advisor

  • Citizens Financial Group
  • New York, NY
  • 19 days ago

The Private Wealth High Net Worth Advisor understands financial planning strategies and wealth management practices....

Financial Planner

  • Fidelity Investments
  • New Rochelle, NY
  • 23 days ago

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Has subject matter expertise in a financial services space, specifically in wealth management related to data governance and data management Has product management, change management and agile operating...

**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...

Wealth Advisor III, Truist Wealth

  • Truist
  • New York, NY
  • 30+ 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....

Wealth Management Advisor

  • TIAA-CREF
  • Melville, NY
  • 30+ days ago

Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs....

Senior Wealth Advisor

  • M&T Bank
  • New York, NY
  • 30+ days ago

planning process....

Senior International Wealth Advisor - NYC

  • Truist
  • New York, NY
  • 45+ days ago

Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident, comprehensive wealth management advice and solutions...

Senior Wealth Advisor Safe Act

  • Citigroup Inc.
  • New York, NY
  • 45+ 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...

Demographic Data for Lawrence, NY

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


8,176
462
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs Nationwide

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Lawrence, NY offer the following education background
  • Bachelor's Degree (52.0%)
  • Master's Degree (31.4%)
  • High School or GED (4.7%)
  • Vocational Degree or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Lawrence, 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%)

Other 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.


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.


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.