Personal Financial Advisor Jobs in Monsey, NY

1-6 of 6 Jobs

Assistant General Counsel, Product (Estate Planning & Advisor Platform Focus)

  • Florida, NY (20 miles from Monsey, NY)
  • 2 days ago
  • Florida, NY (20 miles from Monsey, NY)
  • 2 days ago

services, nonprofits, or employer benefits Involvement in professional associations or policy efforts related to estate planning innovation Bar membership in Florida, New York, Northwestern United...

Remote Work

Wealth Management Advisor (Hackensack, NJ)

  • Hackensack, NJ (16 miles from Monsey, NY)
  • 13 days ago
  • Hackensack, NJ (16 miles from Monsey, NY)
  • 13 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...

Sr. Wealth Advisor

  • Greenwich, CT (24 miles from Monsey, NY)
  • 29 days ago
  • Greenwich, CT (24 miles from Monsey, NY)
  • 29 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....

Associate Wealth Advisor

  • Roseland, NJ (23 miles from Monsey, NY)
  • 30+ days ago
  • Roseland, NJ (23 miles from Monsey, NY)
  • 30+ days ago

This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals...

PWM Private Wealth Advisor

  • Greenwich, CT (24 miles from Monsey, NY)
  • 60+ days ago
  • Greenwich, CT (24 miles from Monsey, NY)
  • 60+ days ago

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

Financial Advisor - Private Client Group

  • Paramus, NJ (11 miles from Monsey, NY)
  • 90+ days ago
  • Paramus, NJ (11 miles from Monsey, NY)
  • 90+ days ago

Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2....

Demographic Data for Monsey, NY

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

Local
National
47,426
1,670
Medium

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
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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...
Corporate Finance Institute
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...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
Register to search for more online courses. >>>

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