Personal Financial Advisor Jobs in New York, NY

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1-15 of 20 Jobs
UBS - New York, NY
Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do....
1 day ago
Citigroup Inc. - New York, NY
The Financial Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and...
21 hours ago
Citi - Eastchester, NY (17 miles from New York, NY)
Strong financial background Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Citi is an equal...
3 days ago
Citigroup - Uniondale, NY (21 miles from New York, NY)
Planning Services ------------------------------------------------------ **Time Type:** ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...
3 days ago
US Bank - New York, NY
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
5 days ago
Citigroup - Eastchester, NY (17 miles from New York, NY)
Planning Services ------------------------------------------------------ **Time Type:** ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...
6 days ago
Citigroup - Mineola, NY (18 miles from New York, NY)
Planning Services ------------------------------------------------------ Time Type: ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...
7 days ago
Citigroup - New York, NY
Planning Services ------------------------------------------------------ Time Type: ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...
7 days ago
Citigroup - Queens Village, NY (12 miles from New York, NY)
Planning Services ------------------------------------------------------ Time Type: ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...
7 days ago
JP Morgan Chase Company - New York, NY
Job Information JPMorgan Chase New York, NY (Columbus & 72nd) - Private Client Advisor - Chase Wealth Management in New York, New York As part of Consumer Banking, the branch-based Chase Wealth Management...
9 days ago
State Street Corporation - New York, NY
What we value Experience supporting or implementing wealth management solutions within a wealth management firm or a software provider....
9 days ago
Ellevest - New York, NY
She previously worked as CEO of Smith Barney and Merrill Lynch Wealth Management and as CFO of Citi....
14 days ago
Ellevest - New York, NY
She previously worked as CEO of Smith Barney and Merrill Lynch Wealth Management and as CFO of Citi....
14 days ago
The Goldman Sachs Group, Inc. - New York, NY
allocation strategies and holistic wealth advisory recommendations to clients WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe, with the following locations in the...
19 days ago
JPMorgan Chase & Co. - Jersey City, NJ (4 miles from New York, NY)
Qualifications Bachelor's Degree or equivalent experience 3+ years of experience in financial services, wealth management, financial planning, asset management, banking, or a closely related business...
22 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 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 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 (4.9%)
  • Vocational 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 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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