Personal Financial Advisor Jobs in New York
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.
Qualifications: 10+ years of experience Experience including being a proactive, successful sales and service role in the financial services industry with strong analytical and financial skills Knowledge...
Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team....
. - 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...
Requirements Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
Financial Planner (CFP) designation required....
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
Assistant General Counsel, Product (Estate Planning & Advisor Platform Focus)
- Florida, NY
- 12 days ago
- Florida, NY
- 12 days ago
services, nonprofits, or employer benefits Involvement in professional associations or policy efforts related to estate planning innovation Bar membership in Florida, New York, Northwestern United...
Remote WorkWealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines. Performs other related duties and projects as assigned....
Are you ready to transform lives and create lasting impact through innovative financial planning?...
Senior Wealth Advisor SAFE Act - Metro NY (Manhattan / Westchester / Outer Boroughs / New Jersey)
- New York, NY
- 27 days ago
- New York, NY
- 27 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...
About Titan Titan is an award-winning, Wall-Street-based wealth management firm....
Global Client Group, Diligence Management, Private Equity Private Wealth Analyst
- New York, NY
- 30+ days ago
- New York, NY
- 30+ days ago
Location Brookfield Place New York - 250 Vesey Street, 15th Floor Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values...
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients....
planning degree preferred 10 years or more of experience serving as the lead wealth management advisor to high-net-worth families One of the following designations is required: Certified Financial...
Demographic Data for New York
Moving to New York? Find some basic demographic data about New York below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in New York
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in New York 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
- Alternative Investments
- Financial Planning
- Mutual Funds
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Mortgage Processing
- Quantitative Analysis
- Client Relationships
- Portfolio Management
- Risk Analysis
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Bachelor's Degree
- Coaching
- Reporting
- Regulations
- Sales
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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