Financial Advisor Jobs in Peekskill, NY (330)
VP/Wealth Advisor
AllianceBernstein L.P
Stamford, Connecticut
$115k - $200k / year
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 Counselor
WMCHealth
Valhalla, New York
Health Insurance
Vision Insurance
Education
Asset & Wealth Management, US Third Party Wealth, Cross Channel, Regional Director, Hartford CT[...]
Goldman Sachs
Stamford, Connecticut
Diversity Leader
U.S. Private Bank - Private Bank Team Lead Westchester - Managing Director
JPMorgan Chase
Greenwich, Connecticut
Eco-Friendly
Education
$300k - $500k / year
‌
VP, Financial Consultant - Stamford, CT
Charles Schwab
Stamford, Connecticut
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Senior Financial Aid Advisor
Emory University
🌎 Remote
Remote
‌
Senior Wealth Advisor (Hybrid - Houston, TX)
Mercer Advisors
🌎 Remote
Remote
Hybrid
Hospitality
Vision Insurance
Parental Leave
‌
Financial Consultant - Greenwich, CT
Fidelity Investments
Greenwich, CT
Education
‌
Planning Consultant - Chappaqua, NY
Fidelity Investments
Chappaqua, NY
Education
Parental Leave
$60k - $100k / year
‌
Investment Consultant - Greenwich, CT
Fidelity Investments
Greenwich, CT
Education
‌
Wealth Management Associate - CT, Stamford (5022)
Equitable Advisors
Stamford, CT
Entry-Level
Dental Insurance
Vision Insurance
‌
Key Private Bank Sr Relationship Manager - LCN
Key Bank
Tarrytown, NY
New
$110k - $206k / year
‌
Personal Risk Advisor - Portland
USI Insurance Services
Valhalla, NY
New
‌
Personal Risk Advisor- North Florida (Orlando)
USI Insurance Services
Valhalla, NY
New
‌
Personal Risk Advisor-Boston
USI Insurance Services
Valhalla, NY
New
‌
Financial Consultant - Greenwich, CT
Fidelity TalentSource
Greenwich, CT
Education
‌
Financial Advisor
Citizens
Fishkill, NY
New
Dental Insurance
Vision Insurance
$90k - $105k / year
‌
Private Client Financial Advisor - Midtown, Manhattan
Citizens
Yonkers, NY
New
Dental Insurance
Vision Insurance
$105k - $250k / 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 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
‌
Personal Financial Counselor, Assignment Ready Counselor, PFC Connecticut
Magellan Health
Danbury, CT
$45.7k / year
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Stamford, CT
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Recruiter
Lead Advisor
Stamford, CT
New
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Stamford, CT
Diversity Leader
$119.5k - $272.1k / 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
‌
Investment Consultant - Greenwich, CT
Fidelity TalentSource
Greenwich, CT
Education
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
Job Description
Working as a Financial Advisor in Peekskill, NY
There are 330 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%
Daily Jobs in Your Email
By creating a job alert, you agree to the Joblist Terms of Use and Privacy Policy and to receiving marketing emails.
Need Extra Help?
Answer a few short questions and we'll create a personalized set of job matches.