Personal Financial Advisor Jobs in Maspeth, NY

1-15 of 29 Jobs

New York, NY (4 miles from Maspeth, NY)
2 hours ago

New York, NY (4 miles from Maspeth, NY)
2 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 (4 miles from Maspeth, NY)
1 day ago

New York, NY (4 miles from Maspeth, 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 (4 miles from Maspeth, NY)
1 day ago

New York, NY (4 miles from Maspeth, 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 (4 miles from Maspeth, NY)
1 day ago

New York, NY (4 miles from Maspeth, 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 (4 miles from Maspeth, NY)
1 day ago

New York, NY (4 miles from Maspeth, NY)
1 day ago

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

Private Wealth Advisor

New York, NY (4 miles from Maspeth, NY)
1 day ago

New York, NY (4 miles from Maspeth, 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 - Wealth Advisory - Livingston, NJ

Livingston, NJ (22 miles from Maspeth, NY)
7 days ago

Livingston, NJ (22 miles from Maspeth, NY)
7 days ago

They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships....

Wealth Advisor, Schwab Wealth Advisory

Hoboken, NJ (6 miles from Maspeth, NY)
8 days ago

Hoboken, NJ (6 miles from Maspeth, 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 (6 miles from Maspeth, NY)
9 days ago

Hoboken, NJ (6 miles from Maspeth, 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 (4 miles from Maspeth, NY)
9 days ago

New York, NY (4 miles from Maspeth, NY)
9 days ago

plans and portfolios for clients....

Wealth Management Advisor (Hackensack, NJ)

Hackensack, NJ (13 miles from Maspeth, NY)
10 days ago

Hackensack, NJ (13 miles from Maspeth, NY)
10 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 (4 miles from Maspeth, NY)
12 days ago

New York, NY (4 miles from Maspeth, 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 (4 miles from Maspeth, NY)
14 days ago

New York, NY (4 miles from Maspeth, 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 (4 miles from Maspeth, NY)
22 days ago

New York, NY (4 miles from Maspeth, NY)
22 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 (4 miles from Maspeth, NY)
23 days ago

New York, NY (4 miles from Maspeth, 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...

View all 29 jobs

Demographic Data for Maspeth, NY

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

Median Age

Average Household Income

Home Value vs Household Income in Maspeth, NY

Local

National

Total Population

38,288

Number of Businesses

1,289

City Size

Medium

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...

Economics for Financial Advisors

This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

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...

Salary for Personal Financial Advisor Jobs in Maspeth, 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 Maspeth, 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 Maspeth, 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

Here are some other career titles that require similar skills