Personal Financial Advisor Jobs in White Plains, 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, Schwab Wealth Advisory
- New York, NY (22 miles from White Plains, NY)
- 13 hours ago
- New York, NY (22 miles from White Plains, NY)
- 13 hours ago
plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- New York, NY (22 miles from White Plains, NY)
- 13 hours ago
- New York, NY (22 miles from White Plains, NY)
- 13 hours ago
plans and portfolios for clients....
Citi Wealth - Senior Wealth Advisor SAFE Act - Ridgewood
- Ridgewood, NJ (18 miles from White Plains, NY)
- 9 days ago
- Ridgewood, NJ (18 miles from White Plains, NY)
- 9 days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
Wealth Management Advisor - Greenwich, CT
- Greenwich, CT (7 miles from White Plains, NY)
- 14 days ago
- Greenwich, CT (7 miles from White Plains, NY)
- 14 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...
- New York, NY (22 miles from White Plains, NY)
- 17 days ago
- New York, NY (22 miles from White Plains, NY)
- 17 days ago
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
Financial Planning Consultant - Hackensack, NJ
- Hackensack, NJ (17 miles from White Plains, NY)
- 20 days ago
- Hackensack, NJ (17 miles from White Plains, NY)
- 20 days ago
Certified Financial Planner (CFP) designation preferred....
Citi Wealth - Senior Wealth Advisor SAFE Act - Paramus
- Paramus, NJ (17 miles from White Plains, NY)
- 20 days ago
- Paramus, NJ (17 miles from White Plains, NY)
- 20 days ago
, and Word) and experience in financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented...
Senior Wealth Strategy Associate
- New York, NY (22 miles from White Plains, NY)
- 21 days ago
- New York, NY (22 miles from White Plains, NY)
- 21 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 (22 miles from White Plains, NY)
- 30+ days ago
- New York, NY (22 miles from White Plains, NY)
- 30+ 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...
Morgan Wealth Management Private Wealth Advisor - West Harrison, NY
- Briarcliff Manor, NY (8 miles from White Plains, NY)
- 30+ days ago
- Briarcliff Manor, NY (8 miles from White Plains, NY)
- 30+ 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 - Manhattan, NY
- New York, NY (22 miles from White Plains, NY)
- 30+ days ago
- New York, NY (22 miles from White Plains, NY)
- 30+ days ago
As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....
Senior Specialty Asset Advisor
- New York, NY (22 miles from White Plains, NY)
- 30+ days ago
- New York, NY (22 miles from White Plains, NY)
- 30+ days ago
management clients in the region in accordance with the governing instruments, fiduciary laws, bank policies and procedures Lead the strategy and resolution of highly complex specialty asset portfolios...
Wealth Advisor - PNC Investments
- Fort Lee, NJ (16 miles from White Plains, NY)
- 45+ days ago
- Fort Lee, NJ (16 miles from White Plains, NY)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
- New York, NY (22 miles from White Plains, NY)
- 45+ days ago
- New York, NY (22 miles from White Plains, NY)
- 45+ days ago
. - Advanced capability of all wealth, investment, and financial planning processes - Begins to prepare and make rmendations for client financial plans and investments and portfolio allocations - Drives...
Senior Wealth Advisor SAFE Act - Metro NY (Manhattan / Westchester / Outer Boroughs / New Jersey)
- New York, NY (22 miles from White Plains, NY)
- 60+ days ago
- New York, NY (22 miles from White Plains, NY)
- 60+ days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
Demographic Data for White Plains, NY
Moving to White Plains, NY? Find some basic demographic data about White Plains, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in White Plains, NY
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 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
- Alternative Investments
- Financial Planning
- Mutual Funds
- BSA
- Retirement Planning
- Financial Modeling
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- E-Verify
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Relationship Management
- Strategy Development
- Business Development
- Written Communication
- Presentation
- Collaboration
- Reporting
- Bachelor's Degree
- Coaching
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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