Financial Specialist Salary in Tarrytown, New York

To get your salary data, use the search bar below or browse by job, city, or state.
loading...

Job title is required

loading...

Job location is required.

Average Salary for Financial Specialist in Tarrytown, New York

The average salary of a(n) Financial Specialist in Tarrytown, New York is $108,739.

The average hourly rate of a(n) Financial Specialist in Tarrytown, New York is $52.28.

The average bonus of a(n) Financial Specialist in Tarrytown, New York is $22,422.00.

Job Description:

Analyzes client's financial situations and helps client reduce and eliminate their debt through a debt management program and plan and save for retirement. Gathers client's budget information, financial obligations, and goals. Identifies and assesses client's financial problems and needs. Recommends and counsels client on financial options or solutions, using their knowledge of consumer debt, consumer loans, types of interest, investments, tax laws, and insurance. Assists clients in identifying and planning to meet their short-and long-term financial goals. Helps clients with retirement and estate planning, funding the college educations of children, and general investment choices. Develops a comprehensive financial plan that identifies problem areas, makes recommendations for improvement, and selects appropriate investments compatible with the client's goals, attitude toward risk, and expectation or need for a return on the investment. Meets potential clients by giving seminars or lectures or through business and social contacts and/or by making sales calls and marketing financial services. Conducts face to face and telephone financial counseling sessions with clients, updating them on potential investments and adjusting their financial plan to any life changes, such as marriage, disability, or retirement. Assists a high number of clients by managing their financial plans, and may manage their financial products and services. May provide tax advice or sell life insurance. May specialize in areas such as retirement and estate planning or risk management. Less

Analyzes client's financial situations and helps client reduce and eliminate their debt through a debt management program and plan and save for retirement. Gathers client's budget information, financial obligations, and goals. Identifies and assesses client's financial problems and needs. Recommends... More

How helpful is this page?

Are you a(n) Financial Specialist?

Get a more personalized salary report now. Get Report

Average Salaries for Similar Jobs in Tarrytown, New York

Job Openings by Indeed job search

Results for Financial Specialist in Tarrytown, New York

Asset Management - Private Bank - Investment Assistant - Greenwich, CT - Greenwich, CT

JPMorgan Chase - Asset Management

Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through...

View job on Indeed.com

CCB - Relationship Banker - Irvington, NY - Irvington, NY

JPMorgan Chase

Financial services sales, or. You’ll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful...

View job on Indeed.com

Transitions Specialist - Dobbs Ferry, NY

The Children's Village

Promote savings and financial responsibility; The primary task of the Transitions Specialist is to assist youth within an RTC setting develop and achieve a...

View job on Indeed.com

Financial Specialist I (FMLO) - West Paterson, NJ

PNC Bank

FM1274 Financial Specialist I (FMLO). As a Licensed Financial Specialist with PNC, you will play a key role in PNC's strategy to help our client's achieve their...

View job on Indeed.com

Relationship Banker - Syracuse, NY - White Plains, NY

JPMorgan Chase

Financial services sales, or. You’ll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful...

View job on Indeed.com

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x