Financial Advisor Jobs in Poughkeepsie, NY (173)
Remote Lead Financial Analyst - AI Trainer ($50-$60 per hour)
Data Annotation
🌎 Remote
Part-Time
Remote
Hourly
$50 - $60 / hour
Financial Advisor
Northwestern Mutual
Poughkeepsie, NY
New
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Advisor
Unavailable
Poughkeepsie, NY
New
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Planning & Investment Advisor
Bank of America
Kingston, NY
New
Diversity Leader
Eco-Friendly
$65k - $80k / year
Financial Advisor
Valeo Financial Advisors
Carmel, NY
New
PTO
$10 / hour
Entry Level Financial Advisor
New York Life Insurance
New Windsor, NY
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Member Experience & Financial Solutions Advisor
Hudson Valley Credit Union
Poughkeepsie, NY
New
‌
Financial Services Advisor Shape Clients' Financial Futures
New York Life Insurance
New Windsor, NY
New
$120k / year
‌
Financial Solutions Advisor - Albany / Hudson Valley Market
Bank of America
Kingston, NY
New
Diversity Leader
Eco-Friendly
$65k - $80k / year
‌
Financial Solutions Advisor Registration Candidate - Washington Ave Financial Center
Bank of America
Kingston, NY
New
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Hybrid Remote Financial Services Advisor
Ulster Savings Bank
🌎 Remote
New
Remote
Hybrid
‌
Financial Wellness Advisor - Personal Banking
Key Bank
New Windsor, NY
New
‌
Entrepreneurial Financial Advisor Build Your Practice
Unavailable
Poughkeepsie, NY
New
$61k - $250k / year
‌
Relationship Banker & Financial Wellness Advisor
Key Bank
Red Hook, NY
New
‌
Branch Personal Banker & Trusted Financial Advisor
Key Bank
Fishkill, NY
New
Hourly
‌
Entrepreneurial Financial Advisor Build Your Practice Impact
Northwestern Mutual
Poughkeepsie, NY
New
$61k - $250k / year
‌
Financial Solutions Advisor: Client Planning & Investments
Bank of America
Kingston, NY
New
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Services Advisor - Planning, Investments & Growth
Phillip Williams - State Farm Agent
New Windsor, NY
‌
Financial Solutions Advisor I: Client Advisory & Licensing
Bank of America
Carmel, NY
New
Diversity Leader
Eco-Friendly
‌
Associate/Support Advisor
Kestra Financial Independent Advisor
Wappingers Falls, NY
‌
Hybrid Financial Advisor (Series 6/7 Licensed) - Remote
Ulstersavings
🌎 Remote
New
Remote
Hybrid
‌
Wealth Advisor - Fishkill, NY
Citizens Bank
Fishkill, NY
New
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Strategic Virtual Wealth Advisor
Citizens Bank
Fishkill, NY
New
$65k - $70k / year
‌
Virtual Wealth Advisor - Fishkill, NY
Citizens Bank
Fishkill, NY
New
Dental Insurance
Vision Insurance
$65k - $70k / year
‌
Virtual Wealth Advisor - Fishkill, NY
Citizens
Fishkill, NY
New
Dental Insurance
Vision Insurance
$65k - $70k / year
‌
Wealth Advisor: Personalize Plans, Grow Client Wealth
Citizens
Fishkill, NY
New
Dental Insurance
$105k - $250k / year
‌
Remote Wealth Advisor Investments & Strategy
Citizens
🌎 Remote
New
Remote
$65k - $70k / year
‌
Financial Counselor
Vassar Brothers Medical Center
Poughkeepsie, NY
New
Hourly
$24 - $37.94 / hour
‌
Wealth Advisor: Grow a High-Impact Client Book
Citizens Bank
Fishkill, NY
New
$105k - $250k / year
‌
Wealth Management Trainee: Fast-Track to Licensed Advisor
Bankers Life
Fishkill, NY
Entry-Level
‌
Personal Financial Counselor, PFC, Newburgh, NY
Magellan Health
Newburgh, NY
New
$58.4k / year
‌
Investment Counselor (Financial Advisor Alternative)
myGwork - LGBTQ+ Business Community
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Remote Financial Advisor: HNW Wealth Planner
Jobot
🌎 Remote
New
Remote
Job Description
Working as a Financial Advisor in Poughkeepsie, NY
There are 173 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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