Financial Advisor Jobs in Peekskill, NY (419)
Financial Advisor
Citizens
Fishkill, NY
Dental Insurance
Vision Insurance
$90k - $105k / year
Director, Financial Planner/Wealth Advisor, Private Bank
Webster Bank
Stamford, Connecticut
$120k / year
Director, Financial Planner/Wealth Advisor, Private Bank
CFA Institute
Stamford, Connecticut
$120k / year
Senior Wealth Advisor
Midland States Bank
Tarrytown, New York
Health Insurance
FARS Portfolio Management Associate Director
Morgan Stanley
Paramus, New Jersey
Merrill Market Supervision Manager
Bank of America
Greenwich, Connecticut
Diversity Leader
Eco-Friendly
‌
Wealth Management Global Investment Office - Investing with Impact Associate
Morgan Stanley
Purchase, New York
$60k - $110k / year
‌
Wealth Management Associate - CT, Stamford (5022)
Equitable
Stamford, Connecticut
Entry-Level
Dental Insurance
Vision Insurance
‌
Complex Claims Consultant - Financial Lines/Public D&O
CNA Insurance
Tarrytown, New York
$72k - $141k / year
‌
Market Leader - Advisor Development Program
Bank of America
Stamford, Connecticut
Diversity Leader
Eco-Friendly
$130k - $170k / year
‌
U.S. Private Bank - Private Bank Team Lead Westchester - Managing Director
JPMorgan Chase
Greenwich, Connecticut
Eco-Friendly
Education
$300k - $500k / year
‌
Investor Relations - Associate
iCapital
Greenwich, Connecticut
PTO
Vision Insurance
Parental Leave
$85k - $105k / year
‌
Financial Advisor
HAS Health Insurance and Wealth Management
Danbury, CT
Health Insurance
‌
High Net-worth Financial Advisor
Talent Focus Executive Search and Consulting
Stamford, CT
New
‌
Financial Advisor Full-Time | Paramus, NJ and Farmington, CT
Certified Financial Services
Paramus, NJ
‌
Wealth Management Advisor
Equitable Advisors
Stamford, CT
Entry-Level
Dental Insurance
Vision Insurance
‌
Wealth Advisor
Financial Recruiters International
New City, NY
‌
Financial Representative | Top Training | Best Places to Work 2024
Northwestern Mutual
Paramus, NJ
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Magnolia Wealth Strategies, a MassMutual firm
🌎 Remote
New
Remote
Hybrid
‌
Financial Advisor
Northwestern Mutual
Paramus, NJ
Dental Insurance
Vision Insurance
$82.6k - $188.2k / year
‌
Financial/Wealth Management Advisor
Northwestern Mutual
Stamford, CT
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Investment Advisor
AscendHire
Paramus, NJ
New
Education
Parental Leave
$115k - $120k / year
‌
Financial Advisor
Magnolia Wealth
🌎 Remote
New
Remote
Hybrid
‌
Merrill Experienced Financial Advisor
Bank of America
Paramus, NJ
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Rockefeller Market
Bank of America
White Plains, NY
New
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Private Client Financial Advisor - White Plains, NY
Citizens
White Plains, NY
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Mount Kisco Financial Center
Bank of America
Mount Kisco, NY
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Solutions Advisor - Consumer Investments - Southern CT. Market
Bank of America
Yorktown Heights, NY
Diversity Leader
Eco-Friendly
$65k - $80k / year
‌
Financial Consultant
Empower
Somers, NY
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$52k - $64k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Business Solutions Advisor - High Ridge Financial Center
Bank of America
Stamford, CT
New
Hourly
Diversity Leader
Eco-Friendly
$26 - $32.89 / hour
‌
Citi Wealth - Senior Wealth Advisor SAFE Act
Citigroup
Paramus, NJ
New
$70k / year
‌
Senior Wealth Advisor SAFE Act - Westchester
Citigroup
White Plains, NY
New
Dental Insurance
$70k / year
Job Description
Working as a Financial Advisor in Peekskill, NY
There are 419 Financial Advisor opportunities available in Peekskill, NY all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Peekskill, NY
Financial Advisors in Peekskill, NY Resume Data
Average Experience for Financial Advisors in Peekskill, NY
- More than 10 years: 67%
- 6-10 years: 20%
- 3-5 years: 8%
- 1-2 years: 4%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Peekskill, NY
- Bachelors: 64%
- Masters: 19%
- Associates: 7%
- Diploma: 6%
- Doctorate: 4%
Top Skill for Financial Advisors in Peekskill, NY
- Customer focus & orientation: 21%
- Attention to detail: 13%
- Sales skills: 13%
- Spreadsheets with Microsoft Excel: 11%
- Administrative assistant/receptionist: 10%
- Management & leadership skills: Planning & execution: 8%
- Customer service: 7%
- Analyzing data: 7%
- Bookkeeping: 6%
- Office manager: 6%
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