Personal Financial Advisor Jobs in Oyster Bay, NY

1-7 of 7 Jobs

Greenwich, CT (12 miles from Oyster Bay, NY)
30+ days ago

Greenwich, CT (12 miles from Oyster Bay, 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 (12 miles from Oyster Bay, NY)
30+ days ago

Stamford, CT (12 miles from Oyster Bay, NY)
30+ days ago

planning....

PWM Private Wealth Advisor

Greenwich, CT (12 miles from Oyster Bay, NY)
90+ days ago

Greenwich, CT (12 miles from Oyster Bay, NY)
90+ days ago

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

Wealth Advisor

Westport, CT (20 miles from Oyster Bay, NY)
60+ days ago

Westport, CT (20 miles from Oyster Bay, NY)
60+ days ago

Financial Planner (CFP) designation required....

Senior Wealth Advisor SAFE Act - Queens Borough

Queens Village, NY (15 miles from Oyster Bay, NY)
90+ days ago

Queens Village, NY (15 miles from Oyster Bay, NY)
90+ 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...

Senior Wealth Advisor SAFE Act - Flushing / Queens

Flushing, NY (17 miles from Oyster Bay, NY)
90+ days ago

Flushing, NY (17 miles from Oyster Bay, NY)
90+ days ago

Senior Wealth Advisor SAFE Act - Jackson Heights / Queens

Jackson Heights, NY (20 miles from Oyster Bay, NY)
90+ days ago

Jackson Heights, NY (20 miles from Oyster Bay, NY)
90+ days ago

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Demographic Data for Oyster Bay, NY

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

Median Age

Average Household Income

Home Value vs Household Income in Oyster Bay, NY

Local

National

Total Population

10,322

Number of Businesses

438

City Size

Medium/Sm

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...

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...

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 Oyster Bay, 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 Oyster Bay, 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 Oyster Bay, 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