Financial Advisor Northwestern MutualFinancial AdvisorPoughkeepsie, New York$61,000–$250,000 / yearNorthwestern 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.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorHighland Falls, NYFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsHigland Falls, NY2025 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.").
Financial Solutions Advisor - Albany / Hudson Valley Market Bank of America CorpFinancial Solutions Advisor - Albany / Hudson Valley MarketYorktown Heights, NY$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
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.
Private Client Advisor KeyCorpPrivate Client AdvisorBrewster, NYRemoteFINRA Security Industry Essentials (SIE) Upon Hire (required) FINRA License S7 Upon Hire (required) FINRA License S66 or S63 and 65 Upon Hire (required) Certified Financial Planner (CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required). Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
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.
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.
Academic Advisor Bard CollegeAcademic AdvisorAnnandale-on-Hudson, NY$58,500–$60,000 / yearClose collaboration is expected with other staff and offices and programs across the College; including, but not limited to, the Center for Indigenous Studies, Admissions, the Learning Commons, the Dean of Student Affairs Office, Student Activities, Health and Counseling Services, the Office of Residence Life and Housing, Athletics, and appropriate/relevant graduate programs. The Academic Advisor is a member of the Office of Equity & Inclusion staff and is responsible for directly supporting the undergraduate and graduate students who receive scholarships under the Center for Indigenous Studies (CfIS) and opportunity programs supporting Indigenous students.
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.
Region Relationship Advisor Hudson Valley Federal Credit UnionRegion Relationship AdvisorMiddletown, 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 Hudson Valley Federal Credit UnionRelationship AdvisorPleasant Valley, 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.
Relationship Advisor HA Hudson Valley Federal Credit UnionRelationship Advisor HAWappingers Falls, 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.
Wealth Advisor - Webster Bank LPL FinancialWealth Advisor - Webster BankSomers, New York$66,300–$80,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
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.
Business Advisor SUNY UlsterBusiness AdvisorStone Ridge, NYPart timePosition Overview: The Mid-Hudson/Catskills Small Business Development Center (SBDC) is seeking a knowledgeable and client-focused Business Advisor to support entrepreneurs and small business owners throughout the Mid-Hudson region. Offer and assignment of employment is subject to verification of all information provided on the employment application, credentials, transcripts, fingerprint check, verification of the right to work in the United States and all other required pre-employment conditions are met.
Relationship Advisor Hudson Valley Credit UnionRelationship AdvisorLagrangeville, New York$20.96–$25.39 / hour
Relationship Advisor HA Hudson Valley Credit UnionRelationship Advisor HAWappingers Falls, New York$20.96–$25.39 / hour
Region Relationship Advisor Hudson Valley Credit UnionRegion Relationship AdvisorPoughkeepsie, New York$20.96–$25.39 / hour
Relationship Advisor Bilingual Hudson Valley Credit UnionRelationship Advisor BilingualMiddletown, New York$20.96–$25.39 / hour
Financial Wellness Associate (Bilingual Spanish) R-36735 KeyBankFinancial Wellness Associate (Bilingual Spanish) R-36735Baldwin Place, New York$19.23–$27.88Physical Demands: Consumer 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.
Home Furnishings Sales Advisor Ashley NortheastHome Furnishings Sales AdvisorPoughkeepsie, NY$40,000–$90,000 / yearFactory 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.
Flex Financial Partner/Universal Associate Heritage Financial Credit UnionFlex Financial Partner/Universal AssociateUlster County, NY$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.
Financial Wellness Associate KeyCorpFinancial Wellness AssociateFishkill, 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.
College 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.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorPine Bush, NYEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociatePoughkeepsie, NY$34,320–$90,000 / yearKnowledge/Skills: • Strong industry, product, and branch procedures knowledge • Exceptional writing, interpersonal and client service skills • Detail oriented with superior organizational skills and ability to prioritize tasks • Strong computer skills and knowledge of Microsoft Office products • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Goal oriented, self-motivated and results driven • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Our 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.
Non Registered - Client Service Associate StifelNon Registered - Client Service AssociateGoshen, New YorkWhat 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.
Non Registered Client Service Associate Stifel Financial CorpNon Registered Client Service AssociateGoshen, NYUnder 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.
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.
Wealth Relationship Manager - SAFE ACT - Westchester County Citigroup IncWealth Relationship Manager - SAFE ACT - Westchester CountyNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Director of Business Development Maplewood Senior LivingDirector of Business DevelopmentBethel, CTStrategic Partnerships: Discretion to develop Strategic Partnerships within the physician networks, hospital executives, executive geriatric professionals and organizations, high net worth financial advisors, high net worth real estate agents/brokers, elder care attorneys/advisors and other relevant professionals in order to generate referrals. Known nationally for innovation in the senior living space, Maplewood is a growing company dedicated to excellence in care, offering personalized and thoughtful services in independent living, assisted living and memory care.