Financial Advisor Jobs in White Plains, NY (1,141)
Private Client Financial Advisor - Midtown, Manhattan
Citizens
New Rochelle, NY
New
Dental Insurance
Vision Insurance
$105k - $250k / year
Director, Financial Planner/Wealth Advisor, Private Bank
Webster Bank
Jericho, New York
$120k / year
Director, Financial Planner/Wealth Advisor, Private Bank
CFA Institute
Jericho, New York
New
$120k / year
Senior Portfolio Manager
Northwestern Mutual Investment Services
New York, New York
Hospitality
$121k / year
Chief Data Architect Executive (VPII)
Lpl Financial
New York, New York
401(k)
Health Insurance
$174.7k - $291.1k / year
Chief Architect of Advisor Experience Technology
Lpl Financial
New York, New York
401(k)
Health Insurance
$174.7k - $291.1k / year
Front End Engineer | Manhattan, NY, USA | Hybrid
Selby Jennings
🌎 Remote
Remote
Hybrid
Financial Consultant
Flagstar Bank
West Hempstead, New York
$35.6k - $66.5k / year
Group Director
711 MS Smith Barney
New York, New York
New
Director of Financial Planning The Motley Fool $200k - $265k/year ⋅ Interested Not Interested
Savvy
New York, New York
Dental Insurance
Vision Insurance
Parental Leave
$200k - $265k / year
Investor Relations - Associate
iCapital
Greenwich, Connecticut
PTO
Vision Insurance
Parental Leave
$85k - $105k / year
Investor Relations - Associate
iCapital Network
Greenwich, Connecticut
PTO
Vision Insurance
Parental Leave
$85k - $105k / year
Financial Transformation Consultant-Kiwi Partners
EPIP
New York, New York
Health Insurance
Parental Leave
$80k - $100k / year
Personal Risk Advisor LA
USI Insurance Services
Valhalla, NY
Senior Client Advisor
Chilton Trust
New York, NY
New
Dental Insurance
$125 - $150 / day
Financial Advisor - Career Change Opportunity
Edward Jones
Fresh Meadows, NY
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Remote Certified Financial Planner
TalentWealth
🌎 Remote
Remote
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
Remote
Merrill Experienced Financial Advisor
Bank of America
Paramus, NJ
Diversity Leader
Eco-Friendly
$48k - $100k / year
Merrill Financial Solutions Advisor - SD Financial Center
Bank of America
New York, 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 Advisor - Hybrid (Brooklyn, Queens, Long Island)
Citizens
New York, NY
Hybrid
Dental Insurance
Vision Insurance
$65k - $70k / 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 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
Personal Financial Counselor, Assignment Ready Counselor - New York
Magellan Health
Bronx, NY
$53.1k / year
Personal Financial Counselor, Assignment Ready Counselor, PFC New Jersey
Magellan Health
Weehawken, NJ
New
$45.7k / year
Financial Consultant
Banco Popular Puerto Rico
New York, NY
Health Insurance
$62.4k / year
HYBRID- Accounting Associate/HNW Family office
Jobot
New York, NY
Hybrid
Hospitality
$60k - $85k / year
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Stamford, CT
Diversity Leader
$63.4k - $144.3k / year
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
Compliance Manager - Agency & Partnership
Western & Southern Financial Group
White Plains, NY
Health Insurance
$100k - $134k / year
Job Description
Working as a Financial Advisor in White Plains, NY
There are 1,141 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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