Personal Financial Advisor Jobs in Northport, NY

1-4 of 4 Jobs

Sr. Wealth Advisor

  • Greenwich, CT (17 miles from Northport, NY)
  • 30+ days ago
  • Greenwich, CT (17 miles from Northport, NY)
  • 30+ 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....

Wealth Advisor

  • Stamford, CT (14 miles from Northport, NY)
  • 30+ days ago
  • Stamford, CT (14 miles from Northport, NY)
  • 30+ days ago

planning....

PWM Private Wealth Advisor

  • Greenwich, CT (17 miles from Northport, NY)
  • 90+ days ago
  • Greenwich, CT (17 miles from Northport, NY)
  • 90+ days ago

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

Wealth Advisor

  • Westport, CT (15 miles from Northport, NY)
  • 60+ days ago
  • Westport, CT (15 miles from Northport, NY)
  • 60+ days ago

Financial Planner (CFP) designation required....

Demographic Data for Northport, NY

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

Local
National
21,433
684
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...
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...
Udemy
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...
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Salary for Personal Financial Advisor Jobs in Northport, 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 Northport, 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 Northport, 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!