Financial Advisor Jobs in White Plains, NY (865)
Senior Director, Enterprise & Client Strategy
Northwestern Mutual Careers
New York, NY
New
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
Education
$139.4k / year
Advisor Support Specialist- Hierax Wealth Partners
HighTower
Westport, CT
New
Hospitality
$5 - $50 / hour
Private Client Financial Advisor
Citizens
New Rochelle, NY
New
Dental Insurance
Vision Insurance
$105k - $250k / year
Financial Advisor - Hybrid (Brooklyn, Queens, Long Island)
Citizens
Yonkers, NY
New
Hybrid
Dental Insurance
Vision Insurance
$65k - $70k / year
VP/Wealth Advisor
AllianceBernstein L.P
Stamford, CT
New
$115k - $200k / year
Client Advisor, Private Client Group
SCS Financial
New York, NY
‌
Sales Director, RIA
Menlo Ventures Management, L.P
New York, NY
‌
CSI Investment Assistant II
Citizens
New Rochelle, NY
New
Hourly
Dental Insurance
Vision Insurance
$28.85 - $32.21 / hour
‌
Private Client Financial Advisor - White Plains, NY
Citizens
White Plains, NY
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Merrill Financial Solutions Advisor - SD Financial Center
Bank of America
New York, NY
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Paramus, NJ
Diversity Leader
Eco-Friendly
$48k - $100k / 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 Aid Advisor (Two Vacancies)
CUNY
New York, NY
Part-Time
Flexible Schedule
$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
$44.4k - $51.8k / year
‌
Senior Wealth Advisor SAFE Act - Forest Hills / Queens
Citigroup
New York, NY
Dental Insurance
$70k / year
‌
Financial Consultant Partner - Marlton, NJ
Charles Schwab
Leonia, NJ
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Consultant
Banco Popular Puerto Rico
New York, NY
Health Insurance
$62.4k / year
‌
Wealth Management Specialist-NPD
Bank of America
Garden City, NY
Hourly
Diversity Leader
Eco-Friendly
$24 - $48.08 / hour
‌
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
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Stamford, CT
Diversity Leader
$119.5k - $272.1k / year
‌
Wealth Strategy Principal Consultant
Capco, a Wipro
New York, NY
Dental Insurance
Vision Insurance
Education
$151k / year
‌
Strategy Senior Consultant
Capco, a Wipro
New York, NY
Dental Insurance
Vision Insurance
Education
$111k / year
‌
Business Development Specialist (Hybrid)
City National Bank
New York, NY
Hybrid
$71.8k - $114.7k / year
‌
Wealth Management Client Associate
Bank of America
Greenwich, CT
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
‌
Oracle Cloud Financial Consultant
Accenture
New York, NY
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Relationship Manager
Bank of America
New York, NY
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Citi Wealth at Work - Financial Planner - Dir
Citigroup
New York, NY
Dental Insurance
$170k - $300k / year
‌
VP, Financial Consultant - Stamford, CT
Charles Schwab
Stamford, CT
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Registered Wealth Management Client Associate
Bank of America
Paramus, NJ
Diversity Leader
Eco-Friendly
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Vice President, BlackRock Portfolio Design Specialist
BlackRock
🌎 Remote
Remote
Eco-Friendly
Education
$110k / year
‌
Business Development Associate Consultant
Commonwealth Financial Network
🌎 Remote
Remote
Education
$80k / year
‌
Private Client Financial Advisor - White Plains, NY
Citizens
White Plains, NY
Dental Insurance
Vision Insurance
$105k - $250k / year
Job Description
Working as a Financial Advisor in White Plains, NY
There are 865 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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