Personal Financial Advisor Jobs in New York, NY

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1-15 of 21 Jobs
Citigroup - Eastchester, NY (17 miles from New York, NY)
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...
2 days ago
New York, NY
Financial Advisor Wealth Management Multiple Openings 27439058 Our client is a prominent US Wealth Management firm, that is NOT a Brokerage or Wire-House....
3 days ago
Citi - New York, NY
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...
1 day ago
Citi - New York, NY
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...
21 hours ago
Citigroup - Uniondale, NY (21 miles from New York, NY)
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...
5 days ago
Citigroup - Elmhurst, NY (6 miles from New York, NY)
*Job Family:* Financial Planning Services ------------------------------------------------------....
5 days ago
Citigroup - Brooklyn, NY (3 miles from New York, NY)
*Job Family:* Financial Planning Services ------------------------------------------------------....
5 days ago
Goldman Sachs - New York, NY
Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning...
5 days ago
Citigroup - Floral Park, NY (15 miles from New York, NY)
Planning Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Citi is an equal opportunity and affirmative action...
8 days ago
Citigroup - Queens Village, NY (12 miles from New York, NY)
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...
8 days ago
Evercore Group L L C - New York, NY
Management LLC, a subsidiary of Evercore (NYSE: EVR), serves highnetworth individuals, families, foundations, and endowments, delivering customize investment management and financial planning services...
21 days ago
The Bank of New York Mellon - New York, NY
Principal Software Developer/Architect Software Architect, Python See more jobs More Jobs Like This Associate Wealth Manager Analyst / Associate - Financial Planning & Analysis Senior Analyst/Associate...
21 days ago
US Bank - New York, NY
Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....
22 days ago
Citigroup - Short Hills, NJ (17 miles from New York, NY)
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...
28 days ago
Point B - New York, NY
The Principal, Wealth Management is responsible for driving growth within the Wealth Management domain area....
30+ 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

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 Development and Financial Inclusion
This course was developed by the IMF in collaboration with the European Investment Bank. Higher rates of financial inclusion and financial market development mean more prosperous societies. But...

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 (51.8%)
  • Master's Degree (31.6%)
  • High School or GED (4.8%)
  • Vocational or Certification (4.2%)
  • 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 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

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