Personal Financial Advisor Jobs in Valhalla, 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.
- Jericho, NY (23 miles from Valhalla, NY)
- 4 days ago
- Jericho, NY (23 miles from Valhalla, NY)
- 4 days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
Senior Wealth Advisor SAFE Act - Brooklyn / Queens area
- Flushing, NY (23 miles from Valhalla, NY)
- 8 days ago
- Flushing, NY (23 miles from Valhalla, NY)
- 8 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...
Wealth Advisor - Mount Kisco, NY
- Mount Kisco, NY (8 miles from Valhalla, NY)
- 29 days ago
- Mount Kisco, NY (8 miles from Valhalla, NY)
- 29 days ago
Develop detailed and moderately complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients....
Financial Advisor - Private Client Group
- Paramus, NJ (17 miles from Valhalla, NY)
- 30+ days ago
- Paramus, NJ (17 miles from Valhalla, NY)
- 30+ days ago
Competent skills in Microsoft Office software products Preferred Qualifications: Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc....
Senior Wealth Advisor - RDM Financial Group
- Westport, CT (23 miles from Valhalla, NY)
- 30+ days ago
- Westport, CT (23 miles from Valhalla, NY)
- 30+ 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 (23 miles from Valhalla, NY)
- 30+ days ago
- Westport, CT (23 miles from Valhalla, NY)
- 30+ days ago
Insurance licenses are ideal. 5+ years of prior experience in Financial Planning and/or Wealth Management....
Citi Wealth - Senior Wealth Advisor SAFE Act - Ridgewood
- Ridgewood, NJ (18 miles from Valhalla, NY)
- 45+ days ago
- Ridgewood, NJ (18 miles from Valhalla, NY)
- 45+ 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...
Wealth Management Advisor - Greenwich, CT
- Greenwich, CT (8 miles from Valhalla, NY)
- 60+ days ago
- Greenwich, CT (8 miles from Valhalla, 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...
Wealth Advisor - PNC Investments
- Fort Lee, NJ (19 miles from Valhalla, NY)
- 90+ days ago
- Fort Lee, NJ (19 miles from Valhalla, NY)
- 90+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Demographic Data for Valhalla, NY
Moving to Valhalla, NY? Find some basic demographic data about Valhalla, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Valhalla, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Valhalla, 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
- Financial Planning
- Mutual Funds
- Estate Planning
- Retirement Planning
- Financial Modeling
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Portfolio Management
- Mortgage Processing
- 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
- Coaching
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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