21 Results for

Financial Advisor Jobs in Poughkeepsie, NY

Jobs

Poughkeepsie, New York30+ days ago

$61,000–$250,000 Per Year

Northwestern 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.

Highland Falls, NY30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Higland Falls, NY30+ days ago

2025 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.

New Windsor, NY30+ days ago

Join 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.

Stone Ridge, NY30+ days ago

Part-time

Position 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.

Wappingers Falls, NY30+ days ago

The 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.

Somers, NY30+ days ago

$66,300–$80,000 Per Year

Requirements: • High school diploma or equivalent (Bachelor's Degree Preferred) • Minimum of two (2) years investment sales experience (preferably in a financial institution) • 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 Registration (if required by the state of hire) • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker-dealer • Preferences: • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results • Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space • Excellent knowledge of investment/insurance products and financial planning • Core Competencies: • Strong self-motivation and ability to work independently • Excellent verbal, written, and interpersonal communication skills • Possess strong organization skills • Excellent customer service and business focus with a great attention to detail • Effective research and analysis skills. Job Overview: A 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.

Kingston, NY30+ days ago

Our 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.

Kingston, New York30+ days ago

$20.96–$25.39 Per Hour

New!

Wappingers Falls, New York2 days ago

$20.96–$25.39 Per Hour

Poughkeepsie, New York27 days ago

$20.96–$25.39 Per Hour

Middletown, New York30+ days ago

$20.96–$25.39 Per Hour

Baldwin Place, New York30+ days ago

$19.23–$27.88

Physical 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.

Poughkeepsie, New York30+ days ago

$500–$1,000 Per Year
Intern

Our 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.

Newburgh, NY30+ days ago

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Newburgh, NY30+ days ago

$20–$35 Per Hour

Polar Plumbing, Heating & Air Conditioning is currently hiring for a full-time Plumber to service, maintain, and install various residential plumbing systems in the Newburgh, NY area. Plumbing, heating, and cooling are some of the most important aspects of keeping a home comfortable, and we know that timing makes all the difference.

Newburgh, NY30+ days ago

$18–$22 Per Hour

Polar Plumbing, Heating & Air Conditioning is currently hiring for a full-time Administrative Assistant/Customer Service Rep to assist with our administrative tasks and provide great customer service in the Newburgh, NY area. We offer completely transparent pricing for all our services, so our customers can be sure they're getting the absolute best value for their homes.

Goshen, New York30+ days ago

What 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.

Yorktown Heights, NY30+ days ago

$88,400–$132,600 Per Year

Appropriately 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.

Newburgh, NY30+ days ago

$18–$22 Per Hour

Polar Plumbing, Heating & Air Conditioning in Newburgh, NY is looking to hire a full-time Office Administrator to assist with our administrative tasks and provide great customer service. We offer completely transparent pricing for all our services, so our customers can be sure they're getting the absolute best value for their homes.

Newburgh, NY30+ days ago

$18–$22 Per Hour

Polar Plumbing, Heating & Air Conditioning in Newburgh, NY is calling all customer service-driven applicants to apply to join our amazing team as a full-time HVAC Office Admin! We offer completely transparent pricing for all our services, so our customers can be sure they're getting the absolute best value for their homes.

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Financial Advisor Jobs in Poughkeepsie, NY

Financial Advisor Northwestern Mutual

Financial Advisor First Command Financial Services, Inc.

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Entry Level Financial Advisor New York Life Insurance - Hudson Valley

Business Advisor SUNY Ulster

Associate/Support Advisor Kestra Financial Independent Advisor

Wealth Advisor - Webster Bank LPL Financial Holdings Inc

M&A Advisor Business Broker First Choice Business Brokers Hudson Valley

Relationship Advisor Hudson Valley Credit Union

Relationship Advisor HA Hudson Valley Credit Union

Region Relationship Advisor Hudson Valley Credit Union

Relationship Advisor Bilingual Hudson Valley Credit Union

Financial Wellness Associate (Bilingual Spanish) R-36735 KeyBank

College Financial Representative, Internship Program Northwestern Mutual

Personal Financial Counselor, PFC, Newburgh, NY Magellan Health Inc

Plumber Polar Plumbing, Heating & Air Conditioning

Administrative Assistant / Customer Service Rep Polar Plumbing, Heating & Air Conditioning

Non Registered - Client Service Associate Stifel

Wealth Relationship Manager - SAFE ACT - Westchester County Citigroup Inc

Office Administrator Polar Plumbing, Heating & Air Conditioning

HVAC Office Admin Polar Plumbing, Heating & Air Conditioning

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