Personal Financial Advisor Jobs in New York, NY

Search Personal Financial Advisor Jobs

1-11 of 11 Jobs
JP Morgan Chase Company - New York, NY
Job Information JPMorgan Chase US Wealth Management - New Advisor Transition Specialist in New York, New York JPMorgan Chase & Co. ( NYSE: JPM) is a leading global financial services firm with assets...
8 days ago
Altfest - New York, NY
having passed the exam for the designation, a strong plus Bachelors degree from an accredited university with a high GPA Strong Financial Planning and Wealth Management interest, acumen and judgement...
14 days ago
JPMorgan Chase & Co. - Jersey City, NJ (4 miles from New York, NY)
Qualifications * 3+ years of experience in financial services, preferably with experience in wealth management, financial planning, asset management, digital banking, or a closely related business managing...
25 days ago
The Goldman Sachs Group, Inc. - New York, NY
Certified Financial Planner or Charted Financial Analyst designation is highly desired....
25 days ago
Bank of America - New York, NY
Monitor client portfolios by reviewing investment allocations, compare performance of various mutual funds, hedge funds and third-party money managers against appropriate benchmarks....
26 days ago
Morgan Stanley - New York, NY
Primary Responsibilities The Senior Financial Crimes Advisor for Wealth Management will help lead an advisory team that focuses on the anti-money laundering obligations associated with the Firm’s Wealth...
26 days ago
Goldman Sachs Group - New York, NY
Certified Financial Planner or Charted Financial Analyst designation is highly desired....
27 days ago
M&T Bank - New York, NY
planning process....
30+ days ago
JPMorgan Chase & Co. - New York, NY
It is comprised of a branch-based wealth management business (Chase Wealth Management), a non-branch-based wealth management business (J.P....
45+ days ago
U.S. Bancorp - New York, NY
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
60+ days ago
Evercore Group L L C - New York, NY
Evercore seeks to hire a Wealth Advisory Associate for its Wealth Management team located in Tampa, FL!...
90+ days ago

Demographic Data for New York, NY

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


1,577,385
104,785
Large

Personal Financial Advisor Online Courses and Training Opportunities

Introduction to Personal Financial Planning
The Introduction to Personal Financial Planning course is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by...

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.

Financial Advisor Training: Personal Productivity (Part 2)
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 in New York, NY

This is the average annual salary for Personal Financial Advisor jobs in New York, NY as reported by the BLS.

$109,538

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 New York, NY offer the following education background
  • Bachelor's Degree (51.5%)
  • Master's Degree (31.7%)
  • High School or GED (4.9%)
  • Vocational or Certification (4.3%)
  • Associate's Degree (4.1%)
  • 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 New York, NY
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

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.