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Personal Financial Advisor Jobs in Sayville, NY

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1-4 of 4 Jobs

Senior Wealth Advisor SAFE Act - Nassau county, Long Island - Wantagh

  • Citigroup
  • Wantagh, NY
  • 30+ days ago

**Qualifications:** + 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and financial skills + Strong verbal...

Wealth Management Advisor

  • TIAA-CREF
  • Melville, NY
  • 30+ days ago

Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs....

Associate Wealth Advisor

  • Colony Group
  • Babylon, NY
  • 60+ days ago

Primary responsibilities for this position include: Development and implementation of financial planning solutions for clients and the ability to perform complex research and financial analysis related...

Senior Wealth Advisor SAFE Act

  • Citigroup Inc.
  • Commack, NY
  • 90+ days ago

Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...

Demographic Data for Sayville, NY

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

15,814
537
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

edX
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...
Coursera
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.
Udemy
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs Nationwide

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

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 Sayville, NY offer the following education background
  • Bachelor's Degree (52.0%)
  • Master's Degree (31.4%)
  • High School or GED (4.7%)
  • Vocational Degree 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 Sayville, NY
  • 2-4 years (39.1%)
  • 4-6 years (21.7%)
  • None (17.4%)
  • 1-2 years (13.0%)
  • Less than 1 year (8.7%)

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

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Here are some other career titles that require similar skills

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