Northwestern MutualFinancial 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.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorHighland Falls, NYSuccessful 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.
First Command Financial Services, Inc.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.
New York Life Insurance - Hudson ValleyEntry 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.
SUNY UlsterBusiness 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.
Kestra Financial Independent AdvisorAssociate/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.
LPL Financial Holdings IncWealth Advisor - Webster Bank LPL Financial Holdings IncWealth Advisor - Webster BankSomers, NY$66,300–$80,000 / yearRequirements: • 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.
First Choice Business Brokers Hudson ValleyM&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.
KeyBankFinancial 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.
Hudson Valley Credit UnionRelationship Advisor Hudson Valley Credit UnionRelationship AdvisorKingston, New York$20.96–$25.39 / hour
Hudson Valley Credit UnionNewRelationship Advisor HA Hudson Valley Credit UnionRelationship Advisor HAWappingers Falls, New York$20.96–$25.39 / hour
Hudson Valley Credit UnionRegion Relationship Advisor Hudson Valley Credit UnionRegion Relationship AdvisorPoughkeepsie, New York$20.96–$25.39 / hour
Hudson Valley Credit UnionRelationship Advisor Bilingual Hudson Valley Credit UnionRelationship Advisor BilingualMiddletown, New York$20.96–$25.39 / hour
Northwestern MutualCollege 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.
Polar Plumbing, Heating & Air ConditioningPlumber Polar Plumbing, Heating & Air ConditioningPlumberNewburgh, NY$20–$35 / hourPolar 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.
Polar Plumbing, Heating & Air ConditioningAdministrative Assistant / Customer Service Rep Polar Plumbing, Heating & Air ConditioningAdministrative Assistant / Customer Service RepNewburgh, NY$18–$22 / hourPolar 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.
StifelNon 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.
Citigroup IncWealth Relationship Manager - SAFE ACT - Westchester County Citigroup IncWealth Relationship Manager - SAFE ACT - Westchester CountyYorktown Heights, NY$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.
Polar Plumbing, Heating & Air ConditioningOffice Administrator Polar Plumbing, Heating & Air ConditioningOffice AdministratorNewburgh, NY$18–$22 / hourPolar 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.
Polar Plumbing, Heating & Air ConditioningHVAC Office Admin Polar Plumbing, Heating & Air ConditioningHVAC Office AdminNewburgh, NY$18–$22 / hourPolar 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.