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Financial Advisor Jobs in New Windsor, NY (16)

Physician / Surgery - Thoracic / New York / Permanent / Excellent Thoracic Oncology Opening Job

Vassar Brothers Medical Center
Poughkeepsie, NY
Health Insurance

Specialist, Premium Protein

SYSCO
Croton On Hudson, NY
New

SVP- Wealth Management

Lead Advisor
Poughkeepsie, NY
New
Health Insurance

Wealth Advisor & Financial Planner

Elevation Wealth Partners
🌎 Remote
New
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
Icon: salary
$60 / hour

Financial Advisor

Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly

Financial Advisor

State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
Icon: salary
$48k - $60k / year
‌

Financial Services Professional

New York Life Insurance
Monsey, NY
New
Dental Insurance
Vision Insurance
Icon: salary
$117.4k / year
‌

Rheumatologist

Optum
Poughkeepsie, NY
New
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$240.2k - $329.8k / year
‌

Automotive Store Manager

Midas
Haverstraw, NY
New
Retail
Icon: salary
$60k - $85k / year
‌

Director of Catering, CIA

Compass Group
Hyde Park, NY
New
Hospitality
Icon: salary
$60k - $65k / year
‌

Medical Director, Physician

Wellpath
New City, NY
New
401(k)
Dental Insurance
Vision Insurance
Education
Icon: salary
$173 / hour
‌

Client Service Representative/Receptionist

SuVeto
Cortlandt, NY
New
Hospitality
401(k)
PTO
Dental Insurance
‌

Registered Nurse - MDS Coordinator - Per Diem - Days

Mohawk Valley Health System
Poughkeepsie, NY
Hourly
Icon: salary
$28 - $49 / hour
‌

Merrill Financial Solutions Advisor - NY Capital/Central NY Market

Bank of America
Middletown, NY
Diversity Leader
Eco-Friendly
Icon: salary
$75k - $85k / year
‌

Financial Solutions Advisor - Consumer Investments - Southern CT. Market

Bank of America
Yorktown Heights, NY
Diversity Leader
Eco-Friendly
Icon: salary
$65k - $80k / year
‌

Programs Director Family and Morale Welfare and Recreation, NF-05

Army Installation Management Command
West Point, NY
‌

Tax Manager

Jobot
Woodbury, NY
New
Dental Insurance
Vision Insurance
Education
Icon: salary
$85k - $120k / year
‌

Locum Physician (MD/DO) - Cardiology in New Windsor, NY

LocumJobsOnline
New Windsor, NY
‌

Pre-Hospital Account Manager

Laerdal Medical Corp
Wappingers Falls, NY
New
401(k)
PTO
Dental Insurance
Vision Insurance
Education
Icon: salary
$60k - $65k / year

Job Description

Working as a Financial Advisor in New Windsor, NY

There are 16 Financial Advisor opportunities available in New Windsor, 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 New Windsor, NY

  • Stamford, CT
  • White Plains, NY
  • Poughkeepsie, NY

Financial Advisors in New Windsor, NY Resume Data

Average Experience for Financial Advisors in New Windsor, NY

  • More than 10 years: 67%
  • 6-10 years: 24%
  • 3-5 years: 5%
  • 1-2 years: 3%
  • Less than 1 year: 1%

Educational Background for Financial Advisors in New Windsor, NY

  • Bachelors: 54%
  • Masters: 19%
  • Associates: 13%
  • Diploma: 13%
  • Doctorate: 1%

Top Skill for Financial Advisors in New Windsor, NY

  • Customer focus & orientation: 22%
  • Attention to detail: 13%
  • Sales skills: 13%
  • Administrative assistant/receptionist: 11%
  • Customer service: 9%
  • Work style: Reliability: 9%
  • Spreadsheets with Microsoft Excel: 6%
  • Management & leadership skills: Planning & execution: 6%
  • Office manager: 6%
  • Work style: Conscientiousness: 6%

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