How much does a Financial Advisor I make in Mountain Dale, NY? The average Financial Advisor I salary in Mountain Dale, NY is $61,718 as of September 01, 2024, but the range typically falls between $55,745 and $69,489. Salary ranges can vary widely depending on many important factors, including
education, certifications, additional skills,
the number of years you have spent in your profession.
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Job Description for Financial Advisor I
Financial Advisor I develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Financial Advisor I keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Financial Advisor I follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have or be working towards the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Financial Advisor I work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Advisor I typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)...
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Job Openings for Financial Advisor I
in Mountain Dale, NY
Job Overview. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partne...
Job Overview. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partne...
Job Overview. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partne...
Job Overview. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partne...
Description. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financia...
- 4 Days Ago
Career Path for Financial Advisor I
A career path is a sequence of jobs that leads to your short- and long-term career goals.
Some follow a linear career path within one field, while others change fields periodically to achieve career or personal goals.
For Financial Advisor I, the first career path typically starts with a Financial Advisor II position, and then progresses to Financial Advisor IV.
Additionally, the second career path typically starts with a Private Banker II position, and then progresses to Private Banker IV.
Those that have already made the climb...
Robert E. Wolfe, Chairman of the Board, CEO, and CFO
Advanced Oxygen Technologies, Inc., through its subsidiaries, owns and leases a commercial real estate property in Vojens, Denmark. It also engages in the distribution and sale of security straps and tie downs. The company was formerly known as Aquanautic Corporation. The company was incorporated in 1981 and is headqua... More
ADVANCED OXYGEN TECHNOLOGY
Company Description
Fiscal Year Ended in 2023
What does a Financial Advisor I do?
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Financial Advisor I salary varies from city to city.
Compared with national average salary of Financial Advisor I, the highest Financial Advisor I salary is in San Francisco, CA, where the Financial Advisor I salary is 25.0% above.
The lowest Financial Advisor I salary is in Miami, FL, where the Financial Advisor I salary is 3.5% lower than national average salary.
Mountaindale is a hamlet in the town of Fallsburg in Sullivan County, New York, United States, situated at an altitude of 1,010 feet (310 m).
Mountaindale changed drastically in character from a rural farming hamlet, beginning with the arrival of the New York, Ontario & Western Railroad, and the name change of the local post office, in December 1880, from Sandburg(h) to Mountain Dale. Around that time a number of farmhouses that were more hotels than farms opened, and beginning in 1899 the ethnic character of the area began to change from predominantly gentile to predominantly Jewish.
By the t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
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Browse Related Job Categories With Financial Advisor I
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Step 1 of 3
Understand the total compensation opportunity for a Financial Advisor I, base salary plus other pay elements
Average Base Salary
Core compensation
 
 
 
55745
69489
61718
Average Total Cash Compensation
Includes base and annual incentives
 
 
 
58862
79480
67445
These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Financial Advisor I in Mountain Dale, NY. The base salary for Financial Advisor I ranges from $55,745 to $69,489 with the average base salary of $61,718. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $58,862 to $79,480 with the average total cash compensation of $67,445.
About Mountain Dale, New York Mountaindale is a hamlet in the town of Fallsburg in Sullivan County, New York, United States, situated at an altitude of 1,010 feet (310 m).
Mountain....More