Financial Advisor Jobs in Newburgh, NY (1,087)
Financial Partner/Universal Associate - South Plank Branch
Financial Advisor
Financial Solutions Advisor - Strategic Client Financial Planner
Financial Advisor - PNC Wealth Management
Investment & Financial Planning Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Strategic Investment & Financial Planning Advisor
Financial Advisor
Experienced Financial Advisor - Growth & Wealth Planning
Financial Advisor in Training
Financial Services Advisor - Insurance & Wealth Planning
Investment Counselor (Financial Advisor Alternative)
Remote Financial Advisor: HNW Wealth Planner
Financial Advisor
Wealth & Financial Planning Advisor
Financial Advisor Client Planner
Wealth & Financial Solutions Advisor
Financial Advisor
Financial Advisor - PNC Wealth Management
Investment & Financial Planning Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Merrill Experienced Financial Advisor
Financial Advisor
Financial Advisor
Strategic Financial Planning & Investment Advisor
Voya Financial Advisor
Investment Counselor (Financial Advisor Alternative)
Job Description
Working as a Financial Advisor in Newburgh, NY
There are 1,087 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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