Personal Financial Advisor Jobs in New York

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1-15 of 23 Jobs
Citi - New York, NY
Strong financial background Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Citi is an equal...
4 hours ago
Citigroup - New York, NY
Planning Services ------------------------------------------------------ **Time Type:** ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...
2 days ago
Citi - New York, NY
Strong financial background Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Citi is an equal...
4 hours ago
Citigroup Inc. - New York, NY
The Financial Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and...
3 days ago
UBS - New York, NY
Private Wealth Management Americas....
3 days ago
Citi - Eastchester, NY
Strong financial background Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Citi is an equal...
6 days ago
Citi - Melville, NY
Strong financial background Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Citi is an equal...
6 days ago
Citigroup - Uniondale, NY
Planning Services ------------------------------------------------------ **Time Type:** ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...
6 days ago
US Bank - New York, NY
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
8 days ago
Citigroup - Melville, NY
Planning Services ------------------------------------------------------ **Time Type:** ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...
8 days ago
Citigroup - Eastchester, NY
Planning Services ------------------------------------------------------ **Time Type:** ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...
8 days ago
JP Morgan Chase Company - New York, NY
Job Information JPMorgan Chase New York, NY (Columbus & 72nd) - Private Client Advisor - Chase Wealth Management in New York, New York As part of Consumer Banking, the branch-based Chase Wealth Management...
12 days ago
State Street Corporation - New York, NY
What we value Experience supporting or implementing wealth management solutions within a wealth management firm or a software provider....
12 days ago
Tomkins VIST Bank - Pittsford, NY
Develop detailed and complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients....
15 days ago
Tomkins VIST Bank - Pittsford, NY
Develop detailed and complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients....
15 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

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.

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...

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...

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 (51.8%)
  • Master's Degree (31.6%)
  • High School or GED (4.9%)
  • Vocational 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%)

Other Titles

Here are some other career titles that require similar skills

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