Financial Advisor Jobs in Middletown, NY (762)
Insurance and Financial Services Position - State Farm Agent Team Member
Financial Advisor
Financial Advisor
Investment Counselor (Financial Advisor Alternative)
Financial Consultant - Licensed Investment Advisor
Financial Advisor
Wealth & Financial Planning Advisor
Wealth & Financial Solutions Advisor
Financial Advisor
Financial Advisor Client Planner
Financial Advisor
Financial Solutions Advisor - Strategic Client Financial Planner
Financial Advisor - PNC Wealth Management
Financial Advisor - PNC Wealth Management
Investment & Financial Planning Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Merrill Experienced Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Strategic Investment & Financial Planning Advisor
Voya Financial Advisor
Financial Advisor
Financial Advisor
Experienced Financial Advisor - Growth & Wealth Planning
Financial Services Advisor - Insurance & Wealth Planning
Financial Advisor Development Program
Financial Advisor in Training
Investment Counselor (Financial Advisor Alternative)
Remote Financial Advisor & Investment Planner
Job Description
Working as a Financial Advisor in Middletown, NY
There are 762 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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