1. Browse By Category
  2. All Finance Jobs
  3. Personal Financial Advisor
  4. New York

Personal Financial Advisor Jobs in New York

Search Personal Financial Advisor Jobs

1-15 of 23 Jobs
High Net Worth Sr. Wealth Advisor
Citizens Financial Group, Inc. - Rochester, NY
The Private Wealth High Net Worth Advisor understands financial planning strategies and wealth management practices....
2 days ago
Senior Wealth Advisor SAFE Act - Nassau county, Long Island - Wantagh
Citigroup - Wantagh, NY
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...
2 days ago
Wealth Advisor SAFE Act
Citigroup - New York, NY
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...
2 days ago
Sr. Wealth Strategy Associate
UBS - New York, NY
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
13 hours ago
Managing Director, Wealth Advisor
First Republic Bank - New York, NY
Incredible teams doing exceptional work, every day First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals....
4 days ago
Senior Wealth Advisor - Wn Nyc
Citi - New York, NY
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...
9 days ago
Wealth Advisor
NFP Corp. - New York, NY
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....
9 days ago
Senior Wealth Strategy Associate
UBS - Jamestown, NY
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
12 days ago
Wealth Strategy Associate
UBS - New York, NY
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
12 days ago
Senior Wealth Advisor SAFE Act
Citigroup Inc. - New York, NY
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...
15 days ago
WM- Private Bank - Wealth Advisor - ED - New York, NY
JP Morgan - New York, NY
Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management....
25 days ago
Associate Wealth Advisor
Hightower Advisors - New York, NY
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k...
28 days ago
Managing Consultant Wealth Management Invent Banking
Capgemini - New York, NY
Global | EN Search Industries Services Partners Insights & News About us Careers 058565-Managing Consultant - Wealth Management (Data Management) - Invent Banking Apply now As the digital innovation...
30+ days ago
Capital Markets Management Consulting Wealth Management Consultant
Accenture - New York, NY
As a Consultant in the Wealth Management practice, you will be responsible for: Supporting project teams to deliver valuable insights, and design and implement business change across Asset Management...
30+ days ago
Tax Advisor - Wealth Management
Citizens Bank - Tarrytown, NY
Description The Senior Tax Lead is responsible for supporting the Partner in charge on client engagement s by managing and supervising the work flow including timely assignment, preparation,...
30+ days ago

Demographic Data for New York

Moving to New York? Find some basic demographic data about New York below.

19,378,077
543,148

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 in New York

This is the average annual salary for Personal Financial Advisor jobs in New York as reported by the BLS.

$110,054

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 New York offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.6%)
  • High School or GED (4.8%)
  • 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 New York
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

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

Personal Financial Advisor Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?

Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.


Corporate Finance vs. Investment Banking: Which Career is Right for You?

Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.


Impress Employers with These Finance Certifications

For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.