Personal Financial Advisor Jobs in Bethpage, NY

1-7 of 7 Jobs

Wealth Advisor

  • Stamford, CT (21 miles from Bethpage, NY)
  • 16 days ago
  • Stamford, CT (21 miles from Bethpage, NY)
  • 16 days ago

Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales Fidelitys hybrid working model blends...

PWM Private Wealth Advisor

  • Greenwich, CT (21 miles from Bethpage, NY)
  • 45+ days ago
  • Greenwich, CT (21 miles from Bethpage, NY)
  • 45+ days ago

Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

Senior Wealth Advisor SAFE Act - Queens Borough

  • Queens Village, NY (13 miles from Bethpage, NY)
  • 90+ days ago
  • Queens Village, NY (13 miles from Bethpage, NY)
  • 90+ 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...

Senior Wealth Advisor SAFE Act - Flushing / Queens

  • Flushing, NY (17 miles from Bethpage, NY)
  • 90+ days ago
  • Flushing, NY (17 miles from Bethpage, NY)
  • 90+ 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...

Senior Wealth Advisor SAFE Act - Jackson Heights / Queens

  • Jackson Heights, NY (20 miles from Bethpage, NY)
  • 90+ days ago
  • Jackson Heights, NY (20 miles from Bethpage, NY)
  • 90+ 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...

Senior Wealth Advisor

  • Hauppauge, NY (16 miles from Bethpage, NY)
  • 90+ days ago
  • Hauppauge, NY (16 miles from Bethpage, NY)
  • 90+ days ago

planning process....

Senior Wealth Advisor SAFE Act - Hewlett / Long Island

  • Hewlett, NY (13 miles from Bethpage, NY)
  • 90+ days ago
  • Hewlett, NY (13 miles from Bethpage, NY)
  • 90+ 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...

Demographic Data for Bethpage, NY

Moving to Bethpage, NY? Find some basic demographic data about Bethpage, NY below.

Local
National
22,989
720
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Personal Financial Advisor Online Courses and Training Opportunities

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Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
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LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
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Financial Advisor Roles and Responsibilities
The demand for personal financial advisors is expected to grow faster than most national averages over the next few years. This career path also offers the advantages of almost unlimited earning...
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Salary for Personal Financial Advisor Jobs in Bethpage, NY

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Bethpage, NY offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.4%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.7%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Bethpage, NY
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

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