Personal Financial Advisor Jobs in New York

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1-13 of 13 Jobs
Altfest Personal Wealth Management - New York, NY
Personal Wealth Advisor Altfest Personal Wealth Management NEW YORK, New York 10022 See More Results Description Altfest Personal Wealth Management, a leading independent Wealth Management firm, is...
1 day ago
UBS - New York, NY
Job Reference # 221559BR Business Divisions Global Wealth Management Your role Does financial data excite you? Are you truly service oriented?...
1 day ago
JP Morgan Chase Company - New York, NY
Job Information JPMorgan Chase US Wealth Management - New Advisor Transition Specialist in New York, New York JPMorgan Chase & Co. ( NYSE: JPM) is a leading global financial services firm with assets...
12 days ago
Altfest - New York, NY
having passed the exam for the designation, a strong plus Bachelors degree from an accredited university with a high GPA Strong Financial Planning and Wealth Management interest, acumen and judgement...
17 days ago
Armonk, NY
, analytical, CFP, certified financial planner...
22 days ago
The Goldman Sachs Group, Inc. - New York, NY
Certified Financial Planner or Charted Financial Analyst designation is highly desired....
28 days ago
Bank of America - New York, NY
Monitor client portfolios by reviewing investment allocations, compare performance of various mutual funds, hedge funds and third-party money managers against appropriate benchmarks....
29 days ago
Morgan Stanley - New York, NY
Primary Responsibilities The Senior Financial Crimes Advisor for Wealth Management will help lead an advisory team that focuses on the anti-money laundering obligations associated with the Firm’s Wealth...
29 days ago
Goldman Sachs Group - New York, NY
Certified Financial Planner or Charted Financial Analyst designation is highly desired....
30+ days ago
M&T Bank - New York, NY
planning process....
30+ days ago
JPMorgan Chase & Co. - New York, NY
It is comprised of a branch-based wealth management business (Chase Wealth Management), a non-branch-based wealth management business (J.P....
45+ days ago
U.S. Bancorp - New York, NY
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
60+ days ago
Evercore Group L L C - New York, NY
Evercore seeks to hire a Wealth Advisory Associate for its Wealth Management team located in Tampa, FL!...
90+ days ago

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

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...

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.

Financial Advisor Training: Personal Productivity (Part 1)
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.


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 (51.5%)
  • Master's Degree (31.7%)
  • High School or GED (4.9%)
  • Vocational or Certification (4.3%)
  • Associate's Degree (4.1%)
  • 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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