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Financial Advisor Jobs in Poughkeepsie, NY (13)

Physician / Surgery - Thoracic / New York / Permanent / Excellent Thoracic Oncology Opening Job

Vassar Brothers Medical Center
Poughkeepsie, NY
Health Insurance

Private Client Financial Advisor

Citizens
Poughkeepsie, NY
New
Dental Insurance
Vision Insurance
Icon: salary
$105k - $250k / year

Financial Advisor

Citizens
Fishkill, NY
New
Dental Insurance
Vision Insurance
Icon: salary
$90k - $105k / year

Locum Certified Registered Nurse Anesthetist (CRNA) in Poughkeepsie, NY

LocumJobsOnline
Poughkeepsie, NY
New

Locum Certified Registered Nurse Anesthetist (CRNA) in Poughkeepsie, NY

LocumTenens.com
Poughkeepsie, NY
New

Online Order Filling Associate

Walmart
Napanoch, NY
Part-Time
Hourly
Retail
Eco-Friendly
PTO
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$16 / hour
‌

Financial Advisor

Magnolia Wealth Strategies, a MassMutual firm
🌎 Remote
Remote
Hybrid
‌

Experienced Financial Advisor

First American Asset Advisory
🌎 Remote
New
Remote
Education
‌

Specialty Sales (Style, Tech, Beauty, Ulta Beauty)

Target
Poughkeepsie, NY
New
Hourly
Hospitality
Eco-Friendly
Flexible Schedule
Icon: salary
$17 / hour
‌

Merrill Financial Solutions Advisor - NY Capital/Central NY Market

Bank of America
Poughkeepsie, NY
Diversity Leader
Eco-Friendly
Icon: salary
$75k - $85k / year
‌

Programs Director Family and Morale Welfare and Recreation, NF-05

Army Installation Management Command
West Point, NY
‌

Lead A&P Mechanic - Night Shift

Textron
Newburgh, NY
$15k sign-on bonus
401(k)
Icon: salary
$15 / hour
‌

Experienced A&P Mechanic

Textron
Newburgh, NY
New
$15k sign-on bonus
Icon: salary
$15 / hour
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Financial Planner

Marshall & Sterling
Poughkeepsie, NY
Icon: salary
$65k / year
‌

Private Client Advisor

Key Bank
Mahopac, NY
Hospitality
Icon: salary
$50k / year
‌

Private Client Financial Advisor

Citizens
Poughkeepsie, NY
New
Dental Insurance
Vision Insurance
Icon: salary
$105k - $250k / year

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.

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  • Credit Analyst Jobs in Poughkeepsie, NY

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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