Personal Financial Advisor Jobs in Woodbury, 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 - Franklin Square / Islandia- Brooklyn
- Citizens Bank
- Franklin Square, NY (13 miles from Woodbury, NY)
- 19 hours ago
- Franklin Square, NY (13 miles from Woodbury, NY)
- 19 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- Goodwin Recruiting
- Old Westbury, NY (6 miles from Woodbury, NY)
- 2 days ago
- Old Westbury, NY (6 miles from Woodbury, NY)
- 2 days ago
Join a forward-thinking, advisor-centric fintech organization built for the next generation of wealth management...
In Person- M&T Bank
- Hauppauge, NY (15 miles from Woodbury, NY)
- 19 days ago
- Hauppauge, NY (15 miles from Woodbury, NY)
- 19 days ago
planning process....
In Person- 105 AllianceBernstein LP.
- Stamford, CT (16 miles from Woodbury, NY)
- 45+ days ago
- Stamford, CT (16 miles from Woodbury, NY)
- 45+ days ago
What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside....
In PersonWealth Advisor - Dime Community Bank
- Lplfinancial
- Queens Village, NY (15 miles from Woodbury, NY)
- 45+ days ago
- Queens Village, NY (15 miles from Woodbury, NY)
- 45+ days 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...
In PersonWealth Advisor - Jovia Credit Union
- LPL Financial
- Plainview, NY (2 miles from Woodbury, NY)
- 45+ days ago
- Plainview, NY (2 miles from Woodbury, NY)
- 45+ days 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...
In PersonWealth Advisor - Dime Community Bank
- LPL Financial
- Hauppauge, NY (15 miles from Woodbury, NY)
- 45+ days ago
- Hauppauge, NY (15 miles from Woodbury, NY)
- 45+ days 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...
In PersonSenior Wealth Advisor SAFE Act - Queens
- Citigroup
- Queens Village, NY (15 miles from Woodbury, NY)
- 60+ days ago
- Queens Village, NY (15 miles from Woodbury, NY)
- 60+ 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...
In Person- LPL Financial
- Westport, CT (23 miles from Woodbury, NY)
- 60+ days ago
- Westport, CT (23 miles from Woodbury, NY)
- 60+ days 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...
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (15 miles from Woodbury, NY)
- 90+ days ago
- Islandia, NY (15 miles from Woodbury, NY)
- 90+ days 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...
In Person- Lplfinancial
- Flushing, NY (19 miles from Woodbury, NY)
- 90+ days ago
- Flushing, NY (19 miles from Woodbury, NY)
- 90+ days 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...
In PersonDemographic Data for Woodbury, NY
Moving to Woodbury, NY? Find some basic demographic data about Woodbury, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Woodbury, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Woodbury, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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