Personal Financial Advisor Jobs in Rye, NY

1-15 of 20 Jobs

MarshBerry - Wealth Advisor VP (New York)

New York, NY (22 miles from Rye, NY)
5 days ago

New York, NY (22 miles from Rye, NY)
5 days ago

Key Focus Areas: This position primarily serves clients within the Wealth Advisory market, including Registered Investment Advisors (RIAs), Retirement Planning, Life Insurance, and Wealth Management...

Wealth Advisor

Stamford, CT (9 miles from Rye, NY)
13 days ago

Stamford, CT (9 miles from Rye, NY)
13 days ago

Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales Fidelitys hybrid working model blends...

Private Wealth Advisor (New York)

New York, NY (22 miles from Rye, NY)
15 days ago

New York, NY (22 miles from Rye, NY)
15 days ago

Our robust platform gives clients access to an array of proprietary and non-proprietary services including separate accounts, mutual funds, private equity, alternative strategies, and hedge funds....

Financial Planning Consultant - Hackensack, NJ

Hackensack, NJ (19 miles from Rye, NY)
17 days ago

Hackensack, NJ (19 miles from Rye, NY)
17 days ago

Certified Financial Planner (CFP) designation preferred....

Private Wealth, Advisor Engagement & Activation, Vice President

New York City, NY (24 miles from Rye, NY)
19 days ago

New York City, NY (24 miles from Rye, NY)
19 days ago

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy...

Wealth Advisor

New York, NY (22 miles from Rye, NY)
21 days ago

New York, NY (22 miles from Rye, NY)
21 days ago

planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...

Wealth Advisor

Westport, CT (21 miles from Rye, NY)
24 days ago

Westport, CT (21 miles from Rye, NY)
24 days ago

Financial Planner (CFP) designation required....

Wealth Analyst

New York, NY (22 miles from Rye, NY)
30+ days ago

New York, NY (22 miles from Rye, NY)
30+ days ago

In-depth knowledge of financial planning and wealth management. Certified Financial Planner is preferred. Proficiency in office software and sales management software....

PWM Private Wealth Advisor

Greenwich, CT (5 miles from Rye, NY)
30+ days ago

Greenwich, CT (5 miles from Rye, NY)
30+ days ago

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

Financial Advisor - Private Client Group

Paramus, NJ (19 miles from Rye, NY)
60+ days ago

Paramus, NJ (19 miles from Rye, NY)
60+ days ago

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

International Private Bank- Wealth Advisor- Executive Director

New York, NY (22 miles from Rye, NY)
60+ days ago

New York, NY (22 miles from Rye, NY)
60+ days ago

management disciplines, including investing and credit Ability to work in a team-based environment...

Senior Wealth Strategy Associate

New York, NY (22 miles from Rye, NY)
60+ days ago

New York, NY (22 miles from Rye, NY)
60+ days ago

bull; assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals • develop customized asset allocation strategies and investment...

FSI/Senior Consultant Wealth Management - Business Consulting

New York, NY (22 miles from Rye, NY)
60+ days ago

New York, NY (22 miles from Rye, NY)
60+ days ago

E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard Collaborate cross-functionally with business partners including engineering, marketing, design, and sales...

Wealth Strategy Associate

New York, NY (22 miles from Rye, NY)
90+ days ago

New York, NY (22 miles from Rye, NY)
90+ days ago

bull; assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals • develop customized asset allocation strategies and investment...

Senior Wealth Advisor SAFE Act - Queens Borough

Queens Village, NY (17 miles from Rye, NY)
90+ days ago

Queens Village, NY (17 miles from Rye, NY)
90+ days ago

planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...

View all jobs

Demographic Data for Rye, NY

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

Median Age

Average Household Income

Home Value vs Household Income in Rye, NY

Local

National

Total Population

18,268

Number of Businesses

583

City Size

Medium/Sm

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.

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 Rye, 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 Rye, 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 Rye, 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