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Financial Advisor Jobs in White Plains, NY (1,726)

Investment Risk Consultant

MassMutual
NEW YORK, NY
New

Director, Financial Planner/Wealth Advisor, Private Bank

Webster Bank
Jericho, New York
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$120k / year

Director, Financial Planner/Wealth Advisor, Private Bank

CFA Institute
Jericho, New York
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$120k / year

Senior Portfolio Manager

Northwestern Mutual Investment Services
New York, New York
Hospitality
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$121k / year

PWM Director of Investments

Morgan Stanley
White Plains, New York
New

Chief Data Architect Executive (VPII)

Lpl Financial
New York, New York
401(k)
Health Insurance
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$174.7k - $291.1k / year

Chief Architect of Advisor Experience Technology

Lpl Financial
New York, New York
401(k)
Health Insurance
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$174.7k - $291.1k / year

Private Wealth Alternatives Marketing Manager-Vice President

Marketo, an Adobe
New York, New York
New

Financial Consultant

Flagstar Bank
West Hempstead, New York
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$35.6k - $66.5k / year

Group Director

711 MS Smith Barney
New York, New York

Director of Financial Planning The Motley Fool $200k - $265k/year ⋅ Interested Not Interested

Savvy
New York, New York
Dental Insurance
Vision Insurance
Parental Leave
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$200k - $265k / year

Investor Relations - Associate

iCapital
Greenwich, Connecticut
PTO
Vision Insurance
Parental Leave
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$85k - $105k / year

Financial Advisor - Career Change Opportunity

Edward Jones
Fresh Meadows, NY
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
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$45k - $100k / year

J.P. Morgan Wealth Management - Private Client Advisor - Larchmont, NY

JPMorganChase
Larchmont, NY
New
Health Insurance
Education
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$40 / hour

Wealth Management Associate - CT, Stamford (5022)

Equitable Advisors
Stamford, CT
Entry-Level
Dental Insurance
Vision Insurance

Financial Services - Guidewire - Technical Consultant - Senior - Open

EY
New York, NY
New
Hospitality
Dental Insurance
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$101.5k - $186k / year

Front End Engineer

Selby Jennings
New York, NY

Key Private Bank Sr Relationship Manager

Key Bank
Tarrytown, NY
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$112k - $210k / year

Estate Financial Advisor

Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
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$10k / month

Financial Advisor – Estate Planning

Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
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$10k / month

Financial Advisor - Hybrid (Brooklyn, Queens, Long Island)

Citizens
Yonkers, NY
New
Hybrid
Dental Insurance
Vision Insurance
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$65k - $70k / year

Merrill Experienced Financial Advisor

Bank of America
Paramus, NJ
Diversity Leader
Eco-Friendly
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$48k - $100k / year

Merrill Financial Solutions Advisor - SD Financial Center

Bank of America
New York, NY
Diversity Leader
Eco-Friendly
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$75k - $85k / year

Financial Solutions Advisor - Consumer Investments - Englewood Palisades Financial Center

Bank of America
Englewood, NJ
Diversity Leader
Eco-Friendly

Private Client Financial Advisor - White Plains, NY

Citizens
White Plains, NY
Dental Insurance
Vision Insurance
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$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
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$28.85 - $33.65 / hour

Financial Aid Advisor (Two Vacancies)

CUNY
New York, NY
Part-Time
Flexible Schedule
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$51.8k - $57.5k / year

Financial Aid Advisor – Multiple Positions (Office of Financial Aid, Division of Student Affairs)

CUNY
New York, NY
Part-Time
Flexible Schedule
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$44.4k - $51.8k / year

Senior Wealth Advisor SAFE Act - Forest Hills / Queens

Citigroup
New York, NY
Dental Insurance
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$70k / year

Financial Consultant Partner - Marlton, NJ

Charles Schwab
Leonia, NJ
Dental Insurance
Vision Insurance
Education
Parental Leave

Personal Financial Counselor, Assignment Ready Counselor - New York

Magellan Health
Bronx, NY
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$53.1k / year

Personal Financial Counselor, Assignment Ready Counselor, PFC New Jersey

Magellan Health
Weehawken, NJ
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$45.7k / year

Financial Advisor III - Supply Chain

Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education

Private Client Financial Advisor - White Plains, NY

Citizens
White Plains, NY
Dental Insurance
Vision Insurance
Icon: salary
$105k - $250k / year

Job Description

Working as a Financial Advisor in White Plains, NY

There are 1,726 Financial Advisor opportunities available in White Plains, 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 White Plains, NY

Financial Advisors in White Plains, NY Resume Data

Average Experience for Financial Advisors in White Plains, NY

  • More than 10 years: 56%
  • 6-10 years: 27%
  • 3-5 years: 13%
  • 1-2 years: 3%
  • Less than 1 year: 1%

Educational Background for Financial Advisors in White Plains, NY

  • Bachelors: 59%
  • Masters: 20%
  • Diploma: 10%
  • Associates: 8%
  • Doctorate: 3%

Top Skill for Financial Advisors in White Plains, NY

  • Customer focus & orientation: 19%
  • Sales skills: 16%
  • Attention to detail: 12%
  • Administrative assistant/receptionist: 10%
  • Spreadsheets with Microsoft Excel: 10%
  • Customer service: 9%
  • Work style: Reliability: 7%
  • Analyzing data: 6%
  • Verbal communication: 5%
  • Bookkeeping: 5%

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