Personal Financial Advisor Jobs in New York, NY

1-15 of 30 Jobs

Sr Private Wealth Advisor - New York, NY

  • New York, NY
  • 16 hours ago
  • New York, NY
  • 16 hours ago

Requirements Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....

Wealth Advisor (NYC)

  • New York, NY
  • 1 day ago
  • New York, NY
  • 1 day ago

Financial Planner (CFP) designation required....

Sr Private Wealth Advisor

  • New York, NY
  • 1 day ago
  • New York, NY
  • 1 day ago

Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....

Wealth Advisor - State College, PA

  • New York, NY
  • 3 days ago
  • New York, NY
  • 3 days 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 days ago
  • New York, NY
  • 4 days ago

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

Wealth Management Advisor

  • New York, NY
  • 4 days ago
  • New York, NY
  • 4 days 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 days ago
  • New York, NY
  • 4 days 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 days ago
  • New York, NY
  • 4 days ago

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

Private Wealth Advisor

  • New York, NY
  • 4 days ago
  • New York, NY
  • 4 days 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 (17 miles from New York, NY)
  • 11 days ago
  • Livingston, NJ (17 miles from New York, NY)
  • 11 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 (1 mile from New York, NY)
  • 11 days ago
  • Hoboken, NJ (1 mile from New York, NY)
  • 11 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
  • 12 days ago
  • New York, NY
  • 12 days ago

plans and portfolios for clients....

Wealth Management Advisor (Hackensack, NJ)

  • Hackensack, NJ (9 miles from New York, NY)
  • 14 days ago
  • Hackensack, NJ (9 miles from New York, NY)
  • 14 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
  • 15 days ago
  • New York, NY
  • 15 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
  • 17 days ago
  • New York, NY
  • 17 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...

Demographic Data for New York, NY

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

Local
National
1,685,545
96,034
Large

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.
edX
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 New York, 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 New York, 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 New York, 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!