Personal Financial Advisor Jobs in New York
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
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....
Private Wealth, Advisor Engagement & Activation, Vice President
- New York City, NY
- 10 days ago
- New York City, NY
- 10 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...
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...
Through research, analysis, and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares...
In-depth knowledge of financial planning and wealth management. Certified Financial Planner is preferred. Proficiency in office software and sales management software....
Certification such as Certified Financial Planner (CFP) is required. 5 years experience in financial planning, investment management, or a related field....
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...
International Private Bank- Wealth Advisor- Executive Director
- New York, NY
- 45+ days ago
- New York, NY
- 45+ days ago
management disciplines, including investing and credit Ability to work in a team-based environment...
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
- 45+ days ago
- New York, NY
- 45+ 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...
a Registered Investment Advisor (RIA) Tasks Performed: 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to develop deeper relationships through financial...
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
- 90+ days ago
- Queens Village, 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...
Senior Wealth Advisor SAFE Act - Flushing / Queens
- Flushing, NY
- 90+ days ago
- Flushing, 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...
Senior Wealth Advisor SAFE Act - Jackson Heights / Queens
- Jackson Heights, NY
- 90+ days ago
- Jackson Heights, 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...
Demographic Data for New York
Moving to New York? Find some basic demographic data about New York below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in New York
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in New York offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Financial Planning
- Mutual Funds
- Wealth Management
- Retirement Planning
- BSA
- Accruals
- Securities and Exchange Commission
- Relationship Management
- Lending
- Investment Management
- Client Relationships
- Financial Analysis
- Anti-Money Laundering
- E-Verify
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Relationship Management
- Strategy Development
- Business Development
- Implementation
- Presentation
- Written Communication
- Collaboration
- Coaching
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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