Personal Financial Advisor Jobs in Uniondale, 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.
Senior Wealth Advisor with a Fast Growing Fintech RIA
- Brooklyn, NY (20 miles from Uniondale, NY)
- 3 days ago
- Brooklyn, NY (20 miles from Uniondale, NY)
- 3 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
- New York, NY (21 miles from Uniondale, NY)
- 8 days ago
- New York, NY (21 miles from Uniondale, NY)
- 8 days ago
Summary As a Wealth Management Consultant, you will provide a centralized financial planning support role in the overall delivery of our Wealth Management efforts....
- Jericho, NY (6 miles from Uniondale, NY)
- 14 days ago
- Jericho, NY (6 miles from Uniondale, 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....
- New York, NY (21 miles from Uniondale, NY)
- 16 days ago
- New York, NY (21 miles from Uniondale, NY)
- 16 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
- New York, NY (21 miles from Uniondale, NY)
- 16 days ago
- New York, NY (21 miles from Uniondale, NY)
- 16 days ago
**Job Description** The Financial Planning Consultant plays a pivotal role in advancing financial planning adoption and excellence across U.S. Bank Wealth Management....
Senior Wealth Advisor SAFE Act - Brooklyn / Queens area
- Flushing, NY (12 miles from Uniondale, NY)
- 18 days ago
- Flushing, NY (12 miles from Uniondale, NY)
- 18 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
- New York, NY (21 miles from Uniondale, NY)
- 20 days ago
- New York, NY (21 miles from Uniondale, NY)
- 20 days ago
Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning....
- New York, NY (21 miles from Uniondale, NY)
- 29 days ago
- New York, NY (21 miles from Uniondale, NY)
- 29 days ago
HUB/TCG is dedicated to delivering expert wealth management solutions that empower individuals and institutions to build long-term financial success....
Consultant Wealth Management & Trust, Infosys Consulting
- New York, NY (21 miles from Uniondale, NY)
- 29 days ago
- New York, NY (21 miles from Uniondale, NY)
- 29 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...
- New York, NY (21 miles from Uniondale, NY)
- 45+ days ago
- New York, NY (21 miles from Uniondale, NY)
- 45+ days ago
Financial Coach (930546) Full-time Job Title: Financial Coach (930546) Schedule: First Shift State Location: NY Company Description We help job seekers and career changers prepare for and advance...
- New York, NY (21 miles from Uniondale, NY)
- 45+ days ago
- New York, NY (21 miles from Uniondale, NY)
- 45+ days ago
You will advise them on issues including investment allocation, financial planning, tax optimization, equity compensation, and more....
Wealth Management Advisor - Greenwich, CT
- Greenwich, CT (23 miles from Uniondale, NY)
- 60+ days ago
- Greenwich, CT (23 miles from Uniondale, NY)
- 60+ days ago
planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance...
Senior Wealth Strategy Associate
- New York, NY (21 miles from Uniondale, NY)
- 60+ days ago
- New York, NY (21 miles from Uniondale, NY)
- 60+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
FSI/Senior Consultant Wealth Management - Business Consulting
- New York, NY (21 miles from Uniondale, NY)
- 60+ days ago
- New York, NY (21 miles from Uniondale, NY)
- 60+ 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...
- New York City, NY (21 miles from Uniondale, NY)
- 90+ days ago
- New York City, NY (21 miles from Uniondale, NY)
- 90+ days ago
Relevant Experience: A background in financial planning, private banking, or wealth management. Training or experience in formal financial planning methodologies....
Demographic Data for Uniondale, NY
Moving to Uniondale, NY? Find some basic demographic data about Uniondale, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Uniondale, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Uniondale, 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
- Retirement Planning
- Financial Modeling
- Commercial Lending
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Financial Analysis
- Investment Management
- Client Relationships
- Financial Services
- Portfolio Management
- Mortgage Processing
- Risk Analysis
- Due Diligence
- 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
- Teamwork
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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