Personal Financial Advisor Jobs in New York, 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.
Job Description Helps members reduce expenses, access credit under better terms, increase savings, and build assets Provides a range of financial services that are tailored to the needs of the individual...
You will advise them on issues including investment allocation, financial planning, tax optimization, equity compensation, and more....
Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients....
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
- 11 days ago
- New York, NY
- 11 days ago
plans and portfolios for clients....
- Madison, NJ (22 miles from New York, NY)
- 15 days ago
- Madison, NJ (22 miles from New York, NY)
- 15 days ago
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
Citi Wealth - Senior Wealth Advisor SAFE Act - Ridgewood
- Ridgewood, NJ (17 miles from New York, NY)
- 20 days ago
- Ridgewood, NJ (17 miles from New York, NY)
- 20 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...
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
Financial Planning Consultant - Hackensack, NJ
- Hackensack, NJ (9 miles from New York, NY)
- 30+ days ago
- Hackensack, NJ (9 miles from New York, NY)
- 30+ days ago
Certified Financial Planner (CFP) designation preferred....
Citi Wealth - Senior Wealth Advisor SAFE Act - Paramus
- Paramus, NJ (13 miles from New York, NY)
- 30+ days ago
- Paramus, NJ (13 miles from New York, NY)
- 30+ days ago
, and 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...
Are you skilled at developing wealth management strategies? Does financial data excite you?...
FSI/Senior Consultant Wealth Management - Business Consulting
- New York, NY
- 30+ days ago
- New York, 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
- 45+ days ago
- New York, NY
- 45+ 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 (2 miles from New York, NY)
- 45+ days ago
- New York City, NY (2 miles from New York, NY)
- 45+ days ago
Relevant Experience: A background in financial planning, private banking, or wealth management. Training or experience in formal financial planning methodologies....
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...
Demographic Data for New York, NY
Moving to New York, NY? Find some basic demographic data about New York, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in New York, NY
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 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
- Retirement Planning
- Financial Modeling
- BSA
- Relationship Management
- Wealth Management
- Accruals
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- E-Verify
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Bachelor's Degree
- Policy Development
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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