Personal Financial Advisor Jobs in Manhasset, NY

1-15 of 24 Jobs

Wealth Management Advisor

  • Hoboken, NJ (18 miles from Manhasset, NY)
  • 7 days ago
  • Hoboken, NJ (18 miles from Manhasset, NY)
  • 7 days ago

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

Wealth Advisor, Schwab Wealth Advisory

  • Jersey City, NJ (20 miles from Manhasset, NY)
  • 7 days ago
  • Jersey City, NJ (20 miles from Manhasset, NY)
  • 7 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...

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

  • New York, NY (16 miles from Manhasset, NY)
  • 7 days ago
  • New York, NY (16 miles from Manhasset, NY)
  • 7 days ago

plans and portfolios for clients....

Wealth Management Advisor (Hackensack, NJ)

  • Hackensack, NJ (19 miles from Manhasset, NY)
  • 9 days ago
  • Hackensack, NJ (19 miles from Manhasset, NY)
  • 9 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 (16 miles from Manhasset, NY)
  • 10 days ago
  • New York, NY (16 miles from Manhasset, NY)
  • 10 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 (16 miles from Manhasset, NY)
  • 12 days ago
  • New York, NY (16 miles from Manhasset, NY)
  • 12 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 (16 miles from Manhasset, NY)
  • 20 days ago
  • New York, NY (16 miles from Manhasset, NY)
  • 20 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 (16 miles from Manhasset, NY)
  • 21 days ago
  • New York, NY (16 miles from Manhasset, NY)
  • 21 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 (16 miles from Manhasset, NY)
  • 24 days ago
  • New York, NY (16 miles from Manhasset, NY)
  • 24 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....

Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - New York City

  • New York, NY (16 miles from Manhasset, NY)
  • 24 days ago
  • New York, NY (16 miles from Manhasset, NY)
  • 24 days ago

management, financial services, or related professional experience Prior sales, fundraising, business development or investing experience preferred Series 7, 63 and 3 licenses (if unlicensed at time...

Internal Retirement Specialist - NY

  • New York, NY (16 miles from Manhasset, NY)
  • 28 days ago
  • New York, NY (16 miles from Manhasset, NY)
  • 28 days ago

Experience in a sales call center environment preferred, as well as financial services background. Knowledge, Abilities and Skills: In-depth knowledge of insurance and financial products....

Wealth Advisor

  • Stamford, CT (19 miles from Manhasset, NY)
  • 30+ days ago
  • Stamford, CT (19 miles from Manhasset, NY)
  • 30+ days ago

planning....

Associate, Advisor ( Wealth Management)

  • New York, NY (16 miles from Manhasset, NY)
  • 30+ days ago
  • New York, NY (16 miles from Manhasset, NY)
  • 30+ days ago

Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients....

Director, Wealth Advisors

  • New York, NY (16 miles from Manhasset, NY)
  • 30+ days ago
  • New York, NY (16 miles from Manhasset, NY)
  • 30+ days ago

planning degree preferred 10 years or more of experience serving as the lead wealth management advisor to high-net-worth families One of the following designations is required: Certified Financial...

Wealth Analyst I

  • New York, NY (16 miles from Manhasset, NY)
  • 30+ days ago
  • New York, NY (16 miles from Manhasset, NY)
  • 30+ days ago

Through research, analysis, and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares...

Demographic Data for Manhasset, NY

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

Local
National
17,898
875
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

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Salary for Personal Financial Advisor Jobs in Manhasset, 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 Manhasset, 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 Manhasset, 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!