Financial Advisor Jobs in Middletown, NY (9)
Optometrist - Sam's Club
Flagship General Manager
Senior Financial Aid Advisor
Private Client Financial Advisor
SMB Account Executive
Radiology - Travel MD - Middletown, NY - - 1562360 - Excellent Benefits 2024-12-16
Anesthesiology - Travel MD - Middletown, NY - - 1589082 - Excellent Benefits 2024-12-16
Merrill Financial Solutions Advisor - NY Capital/Central NY Market
Programs Director Family and Morale Welfare and Recreation, NF-05
Home To Stay Case Manager
Financial Advisor III - Supply Chain
Relationship Advisor
Consumer Loan Sales Specialist
Job Description
Working as a Financial Advisor in Middletown, NY
There are 9 Financial Advisor opportunities available in Middletown, 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 Middletown, NY
Financial Advisors in Middletown, NY Resume Data
Average Experience for Financial Advisors in Middletown, NY
- More than 10 years: 78%
- 6-10 years: 18%
- 3-5 years: 4%
Educational Background for Financial Advisors in Middletown, NY
- Bachelors: 51%
- Diploma: 22%
- Associates: 16%
- Masters: 11%
Top Skill for Financial Advisors in Middletown, NY
- Customer focus & orientation: 19%
- Attention to detail: 15%
- Sales skills: 12%
- Administrative assistant/receptionist: 8%
- Customer service: 8%
- Early childhood development: 8%
- Management & leadership skills: Planning & execution: 8%
- Clinical judgment: 8%
- Work style: Conscientiousness: 8%
- Work style: Reliability: 8%
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