Financial Advisor Jobs in Ossining, NY (394)
PWM Private Wealth Advisor
US Bank
Greenwich, Connecticut
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
J.P. Morgan Wealth Management – Private Client Advisor - Greenwich, CT
JPMorgan Chase
Greenwich, Connecticut
Eco-Friendly
Health Insurance
Financial Services Data Consultant II
TransUnion
White Plains, New York
Hybrid
Education
Parental Leave
$60.6k - $96.8k / year
Merger & Acquisitions Manager (CT, Stamford)
American Trust
Stamford, Connecticut
Financial Planning Director
Lee, Nolan & Koroghlian
Saddle Brook, New Jersey
Health Insurance
Personal Risk Advisor - Florham Park
USI Insurance Services
Valhalla, New York
‌
Personal Risk Advisor-Boston
USI Insurance Services
Valhalla, New York
‌
Personal Risk Advisor- North Florida (Orlando)
USI Insurance Services
Valhalla, New York
‌
Private Markets, Due Diligence - Vice President Greenwich, CT, United States
Tbwa Chiat/Day
Greenwich, Connecticut
PTO
Vision Insurance
Parental Leave
$165k - $190k / year
‌
Corporate Finance, Billing - Contractor Stamford, CT, United States
Tbwa Chiat/Day
Stamford, Connecticut
Hourly
$40 - $60 / hour
‌
Senior Financial Aid Advisor
Emory University
🌎 Remote
Remote
‌
Key Private Bank Sr Relationship Manager - LCN
Key Bank
Tarrytown, NY
New
$110k - $206k / year
‌
Wealth Management Associate - CT, Stamford (5022)
Equitable Advisors
Stamford, CT
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Market Sales Manager
Wells Fargo
Paramus, New Jersey
New
‌
Private Client Financial Advisor - Midtown, Manhattan
Citizens
Yonkers, NY
New
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Financial Advisor Assistant
Connect Search
🌎 Remote
Remote
$50k / year
‌
Financial Advisor
Citizens
Fishkill, NY
New
Dental Insurance
Vision Insurance
$90k - $105k / year
‌
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
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments - Englewood Palisades Financial Center
Bank of America
Englewood, NJ
Diversity Leader
Eco-Friendly
‌
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 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
$53.1k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Stamford, CT
Diversity Leader
$63.4k - $144.3k / year
‌
VP, Financial Consultant - Stamford, CT
Charles Schwab
Stamford, CT
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Stamford, CT
Diversity Leader
$119.5k - $272.1k / year
‌
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Stamford, CT
Diversity Leader
‌
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Wealth Management Client Associate
Bank of America
Paramus, NJ
Diversity Leader
Eco-Friendly
‌
Registered Wealth Management Client Associate
Bank of America
Paramus, NJ
Diversity Leader
Eco-Friendly
‌
Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant
Deloitte
Stamford, CT
Diversity Leader
$88.6k - $170.9k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
Job Description
Working as a Financial Advisor in Ossining, NY
There are 394 Financial Advisor opportunities available in Ossining, 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 Ossining, NY
Financial Advisors in Ossining, NY Resume Data
Average Experience for Financial Advisors in Ossining, NY
- More than 10 years: 62%
- 6-10 years: 24%
- 3-5 years: 9%
- 1-2 years: 2%
- Less than 1 year: 2%
Educational Background for Financial Advisors in Ossining, NY
- Bachelors: 59%
- Masters: 20%
- Diploma: 10%
- Associates: 7%
- Doctorate: 3%
Top Skill for Financial Advisors in Ossining, NY
- Customer focus & orientation: 20%
- Attention to detail: 14%
- Sales skills: 13%
- Spreadsheets with Microsoft Excel: 10%
- Administrative assistant/receptionist: 9%
- Customer service: 9%
- Bookkeeping: 6%
- Analyzing data: 6%
- Management & leadership skills: Planning & execution: 6%
- Work style: Reliability: 6%
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