Personal Financial Advisor Jobs in Stony Brook, 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.
Wealth Advisor - Suffolk Federal Credit Union
- Medford, NY (9 miles from Stony Brook, NY)
- 1 day ago
- Medford, NY (9 miles from Stony Brook, NY)
- 1 day ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
- Jericho, NY (23 miles from Stony Brook, NY)
- 14 days ago
- Jericho, NY (23 miles from Stony Brook, NY)
- 14 days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
- Fairfield, CT (20 miles from Stony Brook, NY)
- 30+ days ago
- Fairfield, CT (20 miles from Stony Brook, NY)
- 30+ days ago
planning process....
Senior Wealth Advisor - RDM Financial Group
- Westport, CT (19 miles from Stony Brook, NY)
- 45+ days ago
- Westport, CT (19 miles from Stony Brook, NY)
- 45+ days ago
Series 7/66 or Series 65; Insurance licenses a plus Certified Financial Planner (CFP) designation Technological skills including CRM and financial planning software 10 years of financial services experience...
Wealth Advisor - RDM Financial Group
- Westport, CT (19 miles from Stony Brook, NY)
- 45+ days ago
- Westport, CT (19 miles from Stony Brook, NY)
- 45+ days ago
Insurance licenses are ideal. 5+ years of prior experience in Financial Planning and/or Wealth Management....
Demographic Data for Stony Brook, NY
Moving to Stony Brook, NY? Find some basic demographic data about Stony Brook, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Stony Brook, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Stony Brook, 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
- Estate Planning
- Financial Modeling
- Retirement Planning
- Commercial Lending
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Financial Analysis
- Investment Management
- Client Relationships
- Financial Services
- Portfolio Management
- Mortgage Processing
- Due Diligence
- Risk Analysis
- Asset Management
- Customer Retention
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Coaching
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »