NewFinancial Advisor Northwestern MutualFinancial AdvisorPoughkeepsie, New York$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsHighland Falls, NYFull time2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC , FINRA ), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.
Financial Solutions Advisor Registration Candidate - Washington Ave Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Washington Ave Financial CenterKingston, NY$28.85–$33.65 / hourI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Entry Level Financial Advisor New York Life Insurance - Hudson ValleyEntry Level Financial AdvisorNew Windsor, NYJoin New York Life Insurance - Hudson Valley as an Entry Level Financial Advisor, where you will embark on a rewarding career helping clients achieve their financial goals. We pride ourselves on our commitment to helping clients secure their financial futures, and our employees enjoy a collaborative and empowering work environment that fosters personal and professional growth.
Financial Advisor- Great Barrington, Massachusetts The Toronto-Dominion BankFinancial Advisor- Great Barrington, MassachusettsGreat Barrington, MA$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewJ.P. Morgan Wealth Management - Private Client Advisor - New Paltz, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - New Paltz, NYNYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Advisor - Fishkill, NY Citizens Financial Group IncWealth Advisor - Fishkill, NYFishkill, NY$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Senior Home Lending Advisor - Danbury, CT JPMorgan Chase & CoSenior Home Lending Advisor - Danbury, CTDanbury, CTJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Newburgh NY - Route 17k Branch JPMorgan Chase & CoSenior Home Lending Advisor - Newburgh NY - Route 17k BranchNewburgh, NYJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
M&A Advisor Business Broker First Choice Business Brokers Hudson ValleyM&A Advisor Business BrokerKingston, NYOur advisors work directly with business owners on high-stakes life events — preparing, valuing, marketing, negotiating, and closing the sale of privately held businesses. First Choice Business Brokers of the Hudson Valley is expanding and selectively recruiting experienced, motivated professionals to join our team as M&A Advisors / Business Brokers.
Associate/Support Advisor Kestra Financial Independent AdvisorAssociate/Support AdvisorWappingers Falls, NYThe ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.
Virtual Wealth Advisor - Fishkill, NY Citizens Financial Group IncVirtual Wealth Advisor - Fishkill, NYFishkill, NY$65,000–$70,000 / yearThe successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Relationship Advisor Hudson Valley Federal Credit UnionRelationship AdvisorNYPrimary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required.
NewFloat Relationship Advisor Hudson Valley Federal Credit UnionFloat Relationship AdvisorPoughkeepsie, NYProvide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required.
Relationship Advisor Bilingual Hudson Valley Federal Credit UnionRelationship Advisor BilingualMiddletown, NYPrimary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required.
NewSenior Associate, Ankura Capital Advisors Ankura Consulting GroupSenior Associate, Ankura Capital AdvisorsLexington, New YorkAnkura Capital Advisors is a growing M&A advisory practice that partners with family-owned, founder-led, and PE-backed companies across the full deal lifecycle — sell-side and buy-side processes, capital raises, carve-outs, and special situations. This compensation range is specific to the said markets and considers a broad range of factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs.
Relationship Advisor Hudson Valley Credit UnionRelationship AdvisorMahopac, New York$20.96–$25.39 / hourPrimary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Qualifications: High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required .
Float Relationship Advisor Hudson Valley Credit UnionFloat Relationship AdvisorPoughkeepsie, New York$20.96–$25.39 / hourOverview: Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Qualifications: High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required .
Flex Financial Partner/Universal Associate Heritage Financial Credit UnionFlex Financial Partner/Universal AssociateNY$20–$23 / hourDeliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. EXPERIENCE: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
NewFinancial Wellness Associate KeyCorpFinancial Wellness AssociateMarlboro, NY$19.23–$28.37 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
NewCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramPoughkeepsie, New York$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Home Furnishings Sales Advisor Ashley NortheastHome Furnishings Sales AdvisorPoughkeepsie, New YorkFactory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need.
Assistant Director, Student Financial Services Marist CollegeAssistant Director, Student Financial ServicesPoughkeepsie, NY$63,000–$68,000 / yearAbout Marist University: Founded in 1929, Marist is a comprehensive, independent four-year institution whose signature educational approach blends the liberal arts with pre-professional studies and emphasizes experiential learning to enrich classroom instruction. Through six schools offering almost 50 majors, Marist cultivates the intellectual growth and well-being of its more than 6,000 undergraduate and graduate students and encourages them to color outside traditional academic lines as they pursue coursework and personal experiences that provide valuable occupational expertise and reflect their individual passions.
Assistant Director, Student Financial Services Marist UniversityAssistant Director, Student Financial ServicesPoughkeepsie, New YorkThrough six schools offering almost 50 majors, Marist cultivates the intellectual growth and well-being of its more than 6,000 undergraduate and graduate students and encourages them to color outside traditional academic lines as they pursue coursework and personal experiences that provide valuable occupational expertise and reflect their individual passions. Founded in 1929, Marist is a comprehensive, independent four-year institution whose signature educational approach blends the liberal arts with pre-professional studies and emphasizes experiential learning to enrich classroom instruction.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateKingston, NY$35,360–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Vice President, Government Affairs Ares OperationsVice President, Government AffairsArlington, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. The Government Affairs function plays a crucial role in advancing the mission and objectives of Ares and our investors by engaging with policymakers across the globe, staying ahead of and responding to legislative and regulatory developments, and driving thought leadership and advocacy.
Non Registered Client Service Associate Stifel Financial CorpNon Registered Client Service AssociateNYUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Non Registered - Client Service Associate StifelNon Registered - Client Service AssociateGoshen, New YorkFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Join our Talent Network: Investment Associate Royal Bank of CanadaJoin our Talent Network: Investment AssociateGreat Barrington, MassachusettsCustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional Job Details . You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.
NewAppSec Security Engineer Ares OperationsAppSec Security EngineerArlington, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Own and evolve our application security program including establishing and maintaining SAST/DAST scanning in CI/CD pipelines, conducting security code reviews for critical changes, and building automation that catches vulnerabilities before they reach production.
Fiduciary Accounting and Reporting Analyst Tompkins Financial CorpFiduciary Accounting and Reporting AnalystNY$27.50–$31.50 / hourStakeholder Support and Client Experience Enhancement - Serve as a subject matter resource to internal partners and contribute to a high-quality client experience through responsive research, communication, and issue resolution. This role ensures accuracy, regulatory adherence, and consistency across fiduciary accounting and reporting activities, while supporting complex trust and estate accountings.
NewDirector of Finance, Development & Alumni Relations State University of New York at New PaltzDirector of Finance, Development & Alumni RelationsNYThe Director works closely with the University's Vice President for Fiscal Strategy & Management and division staff on a variety of financial and administrative matters, and interacts with peers at other SUNY institutions to stay current on best practices in accounting and finance. This role encompasses a wide range of duties from high-level strategic oversight to hands-on, day-to-day financial management, with a strong focus on mentorship and staff development, including: Financial Strategy and Oversight.