Financial Advisor Jobs in Poughkeepsie, 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
Programs Director Family and Morale Welfare and Recreation, NF-05
National Account Manager
Financial Advisor III - Supply Chain
Vice President, BlackRock Portfolio Design Specialist
Regional Relationship Advisor
Relationship Advisor
Float Relationship Advisor
Pre-Hospital Account Manager
Merrill Financial Solutions Advisor - NY Capital/Central NY Market
Job Description
Working as a Financial Advisor in Poughkeepsie, NY
There are 13 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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