Personal Financial Advisor Jobs in Glen Oaks, NY

1-15 of 29 Jobs

Wealth Advisor - State College, PA

  • New York, NY (14 miles from Glen Oaks, NY)
  • 20 hours ago
  • New York, NY (14 miles from Glen Oaks, NY)
  • 20 hours ago

Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines. Performs other related duties and projects as assigned....

Financial Advisor: Wealth Management Track

  • New York, NY (14 miles from Glen Oaks, NY)
  • 1 day ago
  • New York, NY (14 miles from Glen Oaks, NY)
  • 1 day ago

Providing financial advisory services to clients in sectors of risk management, investments, and wealth management....

Wealth Management Advisor

  • New York, NY (14 miles from Glen Oaks, NY)
  • 1 day ago
  • New York, NY (14 miles from Glen Oaks, NY)
  • 1 day ago

Develop personalized financial plans and provide investment recommendations. Assist clients in areas such as retirement planning, estate planning, and tax strategies....

Financial Advisor / Wealth Management Advisor

  • New York, NY (14 miles from Glen Oaks, NY)
  • 1 day ago
  • New York, NY (14 miles from Glen Oaks, NY)
  • 1 day ago

Financial Advisor / Wealth Management Advisor Career Description: Northwestern Mutual, New York, NY We are seeking an eager, strategic, and definitive candidate to fill an open Financial Advisor Role...

Wealth Management Advisor

  • New York, NY (14 miles from Glen Oaks, NY)
  • 1 day ago
  • New York, NY (14 miles from Glen Oaks, NY)
  • 1 day ago

Are you ready to transform lives and create lasting impact through innovative financial planning?...

Private Wealth Advisor

  • New York, NY (14 miles from Glen Oaks, NY)
  • 1 day ago
  • New York, NY (14 miles from Glen Oaks, NY)
  • 1 day ago

The firm services serving high net worth and ultra-high net worth families (2-50mm net worth's) with regards to strategic asset allocation, estate, tax and financial planning, retirement planning, cash...

Wealth Advisor, Schwab Wealth Advisory

  • Hoboken, NJ (16 miles from Glen Oaks, NY)
  • 8 days ago
  • Hoboken, NJ (16 miles from Glen Oaks, NY)
  • 8 days ago

plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...

Wealth Management Advisor

  • Hoboken, NJ (16 miles from Glen Oaks, NY)
  • 9 days ago
  • Hoboken, NJ (16 miles from Glen Oaks, NY)
  • 9 days ago

We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC)....

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

  • New York, NY (14 miles from Glen Oaks, NY)
  • 10 days ago
  • New York, NY (14 miles from Glen Oaks, NY)
  • 10 days ago

plans and portfolios for clients....

Wealth Management Advisor (Hackensack, NJ)

  • Hackensack, NJ (19 miles from Glen Oaks, NY)
  • 11 days ago
  • Hackensack, NJ (19 miles from Glen Oaks, NY)
  • 11 days ago

Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...

Budgeting/Financial Planning Consultant

  • New York, NY (14 miles from Glen Oaks, NY)
  • 12 days ago
  • New York, NY (14 miles from Glen Oaks, NY)
  • 12 days ago

Responsibilities: Budgeting/Financial Planning Consultant will assist in the development, implementation, and monitoring of annual budgets and long-term financial plans Analyze historical data, financial...

Senior Wealth Advisor SAFE Act - Metro NY (Manhattan / Westchester / Outer Boroughs / New Jersey)

  • New York, NY (14 miles from Glen Oaks, NY)
  • 14 days ago
  • New York, NY (14 miles from Glen Oaks, NY)
  • 14 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...

Founding Wealth Advisor

  • New York, NY (14 miles from Glen Oaks, NY)
  • 23 days ago
  • New York, NY (14 miles from Glen Oaks, NY)
  • 23 days ago

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 (14 miles from Glen Oaks, NY)
  • 23 days ago
  • New York, NY (14 miles from Glen Oaks, NY)
  • 23 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...

Sr. Wealth Advisor

  • New York, NY (14 miles from Glen Oaks, NY)
  • 27 days ago
  • New York, NY (14 miles from Glen Oaks, NY)
  • 27 days ago

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....

Demographic Data for Glen Oaks, NY

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

Local
National
13,608
287
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Personal Financial Advisor Online Courses and Training Opportunities

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Salary for Personal Financial Advisor Jobs in Glen Oaks, 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 Glen Oaks, 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 Glen Oaks, 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!