Financial Advisor Jobs in New Windsor, NY (19)
Financial Advisor
Physician / Surgery - Thoracic / New York / Permanent / Excellent Thoracic Oncology Opening Job
Financial Advisor
Private Client Financial Advisor
Senior Tax Manager
Branch Collection Specialist
Sales Director
Vice President of Diversity Equity And Inclusion
Director of Catering Sales and Operations
Locum Physician (MD/DO) - Psychiatry in Orange County, NY
Locum Certified Registered Nurse Anesthetist (CRNA) in Poughkeepsie, NY
Locum Certified Registered Nurse Anesthetist (CRNA) in Poughkeepsie, NY
Wealth Advisor
Real Estate Paralegal/Exchange Coordinator
Online Order Filling Associate
Financial Advisor
Specialty Sales (Style, Tech, Beauty)
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
Lead A&P Mechanic - Night Shift
Investment Counselor (Financial Advisor Alternative)
Job Description
Working as a Financial Advisor in New Windsor, NY
There are 19 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
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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