Financial Advisor Jobs in Peekskill, NY (176)
U.S. Private Bank - Private Bank Team Lead Westchester - Managing Director
JPMorgan Chase
Greenwich, Connecticut
Eco-Friendly
Education
$300k - $500k / year
Chief Financial Officer
ProSearch Intl
Stamford, Connecticut
401(k)
Health Insurance
Tax Director Stamford, Connecticut, United States
Tbwa Chiat/Day
Stamford, Connecticut
Private Client Financial Advisor - Midtown, Manhattan
Citizens
Yonkers, 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
CSI Investment Assistant II
Citizens
Yonkers, NY
New
Hourly
Dental Insurance
Vision Insurance
$30.28 - $32.21 / hour
‌
Wealth Management Associate - CT, Stamford (5022)
Equitable Advisors
Stamford, CT
Entry-Level
Dental Insurance
Vision Insurance
‌
Personal Risk Advisor-Boston
USI Insurance Services
Valhalla, NY
New
‌
Personal Risk Advisor- North Florida (Orlando)
USI Insurance Services
Valhalla, NY
New
‌
Personal Risk Advisor - Houston
USI Insurance Services
Valhalla, NY
New
‌
Account Executive - Software Solutions - SMB
eMoney Advisor
Stamford, CT
Entry-Level
Health Insurance
Parental Leave
$52k - $69k / year
‌
SMB Account Executive
Pontera
🌎 Remote
Remote
PTO
Parental Leave
$70k / year
‌
VP/Wealth Advisor
AllianceBernstein LP
Stamford, CT
$115k - $200k / year
‌
Investment Banking VP
Selby Jennings
Stamford, CT
Dental Insurance
Vision Insurance
‌
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
‌
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
‌
VP, Financial Consultant - Stamford, CT
Charles Schwab
Stamford, CT
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Wealth Management Client Associate
Bank of America
Paramus, NJ
Diversity Leader
Eco-Friendly
‌
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Registered Wealth Management Client Associate
Bank of America
Paramus, NJ
Diversity Leader
Eco-Friendly
‌
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Stamford, CT
Diversity Leader
‌
Wealth Relationship Manager SAFE Act - Greenwich, CT
Citigroup
Greenwich, CT
Dental Insurance
$88.4k - $132.6k / year
‌
Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant
Deloitte
Stamford, CT
Diversity Leader
$88.6k - $170.9k / year
‌
Tax Manager - Financial Services-Insurance Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager - Real Estate Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager - Financial Svcs-Hedge Fund Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
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
Job Description
Working as a Financial Advisor in Peekskill, NY
There are 176 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%
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