Personal Financial Advisor Jobs in White Plains, NY

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1-15 of 35 Jobs

Wealth Management Consultant

  • Fidelity Investments
  • Fairview, NJ (19 miles from White Plains, NY)
  • 5 hours ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Consultant

  • Fidelity Investments
  • Paramus, NJ (17 miles from White Plains, NY)
  • 1 day ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Consultant

  • Fidelity Investments
  • Wallington, NJ (21 miles from White Plains, NY)
  • 6 hours ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Consultant

  • Fidelity Investments
  • Queens Village, NY (20 miles from White Plains, NY)
  • 6 hours ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Senior Wealth Advisor - Safe Act

  • Citi
  • Paterson, NJ (22 miles from White Plains, NY)
  • 1 day 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 Consultant

  • Fidelity Investments
  • Roslyn Heights, NY (18 miles from White Plains, NY)
  • 1 day ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Consultant

  • Fidelity Investments
  • Paterson, NJ (22 miles from White Plains, NY)
  • 5 hours ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Internal Wealth Advisor

  • EisnerAmper LLP
  • New York, NY (22 miles from White Plains, NY)
  • 3 days ago
#LI-SA1 Preferred Location: New York Recommended Skills Attention To Detail Communication Customer Service Finance Financial Planning Forecasting...

VP, Wealth Advisor

  • NFP Corp.
  • New York, NY (22 miles from White Plains, NY)
  • 3 days ago
This position entails collaborating with other members of the team to assist with the wealth management and financial planning needs of our high net-worth clients and their families....

Wealth Management Advisor

  • Northwestern Mutual
  • New York, NY (22 miles from White Plains, NY)
  • 4 days ago
management Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Customize financial plans for each client based on his or her...

Junior Financial Advisor-Wealth Management

  • Northwestern Mutual
  • New York, NY (22 miles from White Plains, NY)
  • 4 days ago
Northwestern Mutual - Opportunity with Wealth Management Advisor in Midtown-NYC Title : Junior Financial Advisor-Wealth Management Requirements : Bachelor's degree Required Preferred: CFA / CFP/ J.D...

Senior Wealth Advisor SAFE Act - Resident - Huntington

  • Citi
  • Armonk, NY (7 miles from White Plains, NY)
  • 5 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...

Senior Wealth Advisor - SAFE ACT

  • Citi
  • Ramsey, NJ (19 miles from White Plains, 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...

Senior Wealth Advisor - Stralem

  • Hightower Advisors
  • New York, NY (22 miles from White Plains, NY)
  • 8 days ago
management to serve clients....

Senior International Wealth Advisor - Nyc

  • Suntrust
  • New York, NY (22 miles from White Plains, NY)
  • 8 days ago
Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident, comprehensive wealth management advice and solutions...

Demographic Data for White Plains, NY

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

69,870
3,445
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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.
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...
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 White Plains, NY offer the following education background
  • Bachelor's Degree (52.1%)
  • 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 White Plains, 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

= trending

Other Titles

Here are some other career titles that require similar skills

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