Financial Advisor Jobs in Poughkeepsie, NY (17)
Financial Advisor
Physician / Surgery - Thoracic / New York / Permanent / Excellent Thoracic Oncology Opening Job
Vice President of Diversity Equity And Inclusion
Director of Catering Sales and Operations
Mortgage Loan Officer - Fishkill, NY
Customer Care Specialist I
Customer Care Specialist I
Online Order Filling Team Associate
Financial Advisor
Investment Counselor (Financial Advisor Alternative)
Financial Planner
Specialty Sales (Style, Tech, Beauty, Ulta Beauty)
Financial Advisor
Merrill Financial Solutions Advisor - NY Capital/Central NY Market
Programs Director Family and Morale Welfare and Recreation, NF-05
Private Client Financial Advisor
Private Client Advisor
Personal Banker
Lead A&P Mechanic - Night Shift
Experienced A&P Mechanic
Financial Planner
Job Description
Working as a Financial Advisor in Poughkeepsie, NY
There are 17 Financial Advisor opportunities available in Poughkeepsie, 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 Poughkeepsie, NY
Financial Advisors in Poughkeepsie, NY Resume Data
Average Experience for Financial Advisors in Poughkeepsie, NY
- More than 10 years: 63%
- 6-10 years: 28%
- 3-5 years: 6%
- 1-2 years: 4%
Educational Background for Financial Advisors in Poughkeepsie, NY
- Bachelors: 48%
- Masters: 20%
- Diploma: 16%
- Associates: 14%
- Doctorate: 2%
Top Skill for Financial Advisors in Poughkeepsie, NY
- Customer focus & orientation: 18%
- Sales skills: 18%
- Management & leadership skills: Planning & execution: 14%
- Customer service: 9%
- Spreadsheets with Microsoft Excel: 9%
- Inside sales: 9%
- Work style: Reliability: 9%
- Bartending: 5%
- Building relationships for childcare providers: 5%
- Following directions: 5%
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