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.
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
**Job Description** The Financial Planning Consultant plays a pivotal role in advancing financial planning adoption and excellence across U.S. Bank Wealth Management....
Senior Wealth Advisor SAFE Act - Brooklyn / Queens area
- Flushing, NY
- 6 days ago
- Flushing, NY
- 6 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...
Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning....
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
HUB/TCG is dedicated to delivering expert wealth management solutions that empower individuals and institutions to build long-term financial success....
Consultant Wealth Management & Trust, Infosys Consulting
- New York, NY
- 16 days ago
- New York, NY
- 16 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...
Financial Coach - $29.00 hour / Not Remote Full-time Job Title: Financial Coach (930546) Schedule: First Shift State Location: NY Company Description We help job seekers and career changers...
Develop detailed and moderately complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients....
Financial Coach (930546) Full-time Job Title: Financial Coach (930546) Schedule: First Shift State Location: NY Company Description We help job seekers and career changers prepare for and advance...
You will advise them on issues including investment allocation, financial planning, tax optimization, equity compensation, and more....
Develop detailed and moderately complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients....
Financial and Banking Services : Various benefits and financial planning assistance....
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
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
- Public Speaking
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Mutual Funds
- Estate Planning
- Retirement Planning
- Financial Modeling
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Coaching
- Reporting
- Collaboration
- Bachelor's Degree
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
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