Personal Financial Advisor Jobs in Mineola, 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.
Associate, Advisor ( Wealth Management)
- New York, NY (18 miles from Mineola, NY)
- 2 days ago
- New York, NY (18 miles from Mineola, NY)
- 2 days ago
Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients....
Wealth Advisor, Schwab Wealth Advisory
- New York, NY (18 miles from Mineola, NY)
- 3 days ago
- New York, NY (18 miles from Mineola, NY)
- 3 days ago
plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- New York, NY (18 miles from Mineola, NY)
- 3 days ago
- New York, NY (18 miles from Mineola, NY)
- 3 days ago
plans and portfolios for clients....
Wealth Management Advisor - Greenwich, CT
- Greenwich, CT (20 miles from Mineola, NY)
- 17 days ago
- Greenwich, CT (20 miles from Mineola, NY)
- 17 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 (18 miles from Mineola, NY)
- 20 days ago
- New York, NY (18 miles from Mineola, NY)
- 20 days ago
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
Financial Planning Consultant - Hackensack, NJ
- Hackensack, NJ (23 miles from Mineola, NY)
- 22 days ago
- Hackensack, NJ (23 miles from Mineola, NY)
- 22 days ago
Certified Financial Planner (CFP) designation preferred....
Senior Wealth Strategy Associate
- New York, NY (18 miles from Mineola, NY)
- 23 days ago
- New York, NY (18 miles from Mineola, NY)
- 23 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 (18 miles from Mineola, NY)
- 30+ days ago
- New York, NY (18 miles from Mineola, NY)
- 30+ 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...
Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY
- New York, NY (18 miles from Mineola, NY)
- 30+ days ago
- New York, NY (18 miles from Mineola, NY)
- 30+ 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 (19 miles from Mineola, NY)
- 45+ days ago
- New York City, NY (19 miles from Mineola, NY)
- 45+ 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 (18 miles from Mineola, NY)
- 45+ days ago
- New York, NY (18 miles from Mineola, NY)
- 45+ 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 (18 miles from Mineola, NY)
- 45+ days ago
- Fort Lee, NJ (18 miles from Mineola, NY)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
- New York, NY (18 miles from Mineola, NY)
- 45+ days ago
- New York, NY (18 miles from Mineola, 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...
Senior Wealth Advisor SAFE Act - Metro NY (Manhattan / Westchester / Outer Boroughs / New Jersey)
- New York, NY (18 miles from Mineola, NY)
- 60+ days ago
- New York, NY (18 miles from Mineola, 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 (18 miles from Mineola, NY)
- 60+ days ago
- New York, NY (18 miles from Mineola, 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....
Demographic Data for Mineola, NY
Moving to Mineola, NY? Find some basic demographic data about Mineola, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Mineola, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Mineola, 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
- Financial Planning
- Mutual Funds
- BSA
- Retirement Planning
- Financial Modeling
- Relationship Management
- Wealth Management
- Accruals
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- E-Verify
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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