Personal Financial Advisor Jobs in Spring Valley, 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.
Morgan Wealth Management Private Wealth Advisor - West Harrison, NY
- Briarcliff Manor, NY (10 miles from Spring Valley, NY)
- 11 days ago
- Briarcliff Manor, NY (10 miles from Spring Valley, NY)
- 11 days ago
As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....
Morgan Wealth Management Private Wealth Advisor - West Harrison, NY
- West Harrison, NY (17 miles from Spring Valley, NY)
- 13 days ago
- West Harrison, NY (17 miles from Spring Valley, NY)
- 13 days ago
As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....
Wealth Advisor - PNC Investments
- Fort Lee, NJ (18 miles from Spring Valley, NY)
- 25 days ago
- Fort Lee, NJ (18 miles from Spring Valley, NY)
- 25 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Assistant General Counsel, Product (Estate Planning & Advisor Platform Focus)
- Florida, NY (21 miles from Spring Valley, NY)
- 30+ days ago
- Florida, NY (21 miles from Spring Valley, NY)
- 30+ days ago
services, nonprofits, or employer benefits Involvement in professional associations or policy efforts related to estate planning innovation Bar membership in Florida, New York, Northwestern United...
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Wealth Management Advisor (Hackensack, NJ)
- Hackensack, NJ (15 miles from Spring Valley, NY)
- 45+ days ago
- Hackensack, NJ (15 miles from Spring Valley, NY)
- 45+ days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
- Greenwich, CT (22 miles from Spring Valley, NY)
- 60+ days ago
- Greenwich, CT (22 miles from Spring Valley, NY)
- 60+ days ago
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
- Roseland, NJ (24 miles from Spring Valley, NY)
- 60+ days ago
- Roseland, NJ (24 miles from Spring Valley, NY)
- 60+ days ago
This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals...
- Greenwich, CT (22 miles from Spring Valley, NY)
- 90+ days ago
- Greenwich, CT (22 miles from Spring Valley, NY)
- 90+ days ago
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....
Financial Advisor - Private Client Group
- Paramus, NJ (11 miles from Spring Valley, NY)
- 90+ days ago
- Paramus, NJ (11 miles from Spring Valley, NY)
- 90+ days ago
Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2....
Demographic Data for Spring Valley, NY
Moving to Spring Valley, NY? Find some basic demographic data about Spring Valley, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Spring Valley, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Spring Valley, 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
- Mutual Funds
- Financial Planning
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Tax Planning
- Customer Retention
- Asset Management
- Due Diligence
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Presentation
- Written Communication
- Collaboration
- Coaching
- Bachelor's Degree
- Regulations
- Sales
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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