Financial Advisor Jobs in Newburgh, NY (13)
Registered Nurse - MDS Coordinator - Per Diem - Days - Utica, NY
Physician / Surgery - Thoracic / New York / Permanent / Excellent Thoracic Oncology Opening Job
Account Executive- Retirement 401(k) Services
Full Time - Sales Specialist - ProServices - Closing
SMB Account Executive
Financial Advisor
Private Client Financial Advisor
Merrill Financial Solutions Advisor - NY Capital/Central NY Market
Financial Solutions Advisor - Consumer Investments - Southern CT. Market
Programs Director Family and Morale Welfare and Recreation, NF-05
Home To Stay Case Manager
Financial Advisor III - Supply Chain
Vice President, BlackRock Portfolio Design Specialist
Relationship Advisor
Regional Relationship Advisor
Pre-Hospital Account Manager
FINANCIAL MANAGEMENT ANALYST
Job Description
Working as a Financial Advisor in Newburgh, NY
There are 13 Financial Advisor opportunities available in Newburgh, 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 Newburgh, NY
Financial Advisors in Newburgh, NY Resume Data
Average Experience for Financial Advisors in Newburgh, NY
- More than 10 years: 68%
- 6-10 years: 23%
- 3-5 years: 5%
- 1-2 years: 3%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Newburgh, NY
- Bachelors: 54%
- Masters: 19%
- Diploma: 14%
- Associates: 13%
- Doctorate: 1%
Top Skill for Financial Advisors in Newburgh, NY
- Customer focus & orientation: 22%
- Attention to detail: 12%
- Sales skills: 12%
- Administrative assistant/receptionist: 10%
- Work style: Reliability: 10%
- Customer service: 8%
- Spreadsheets with Microsoft Excel: 6%
- Management & leadership skills: Planning & execution: 6%
- Office manager: 6%
- Work style: Conscientiousness: 6%
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