86 Results for

Financial Services Jobs in Middletown, NY

Jobs

New!

Spring Valley, NYToday

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Tarrytown, NYToday

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Middletown, New York6 days ago

$19.70–$23.17 Per Hour
Full-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Beacon, NY30+ days ago

As our Insurance and Financial Services Position - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Caitlin Mcvicker - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.

Tuxedo Park, GA30+ days ago

$70,000–$75,000

The Client Services Specialist supports client-facing operations by coordinating education sessions, managing communication, and assisting with onboarding processes. Client services senior services operations or leadership.

Middletown, NY30+ days ago

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Newburgh, NY30+ days ago

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Mahwah, NJ30+ days ago

Remote

Full-time

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

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.

Poughkeepsie, New York25 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.

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.

Highland Falls, NY28 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.

Middletown, New York12 days ago

$25.18–$25.93 Per Hour

If you’re interested in a health system that’s both growing and award-winning, serving a diverse community that provides the best of both city and rural life, we invite to make your career home with us as a Financial Clearance Specialist on our team at/in Garnet Health Medical Center. When determining a team member’s compensation and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

New!

Spring Valley, NY5 days ago

$20.54–$27.46 Per Hour

Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Sparta, NJ21 days ago

$150,000–$170,000

This role serves as a key member of the leadership team, partnering closely with executive leadership and practice leaders to provide financial insight, strengthen operational performance, and support strategic decision-making. Business Partnership & Strategy: Serve as a strategic partner to the President/CEO, Principals, and practice leaders by providing financial insights, forecasting, and scenario modeling to support growth and operational decisions, including strategic initiatives and potential acquisitions.

Stone Ridge, NY30+ days ago

Full-time

Commitment to community college goals and objectives of providing quality programs and services for culturally, socio-economically, ethnically, and academically diverse students and students with disabilities; personal qualities to work effectively and with sensitivity in a multicultural environment; awareness of and commitment to the needs of non-traditional and/or re-entry students with diverse abilities and interests. Minimum Qualifications: Bachelor's degree in, Counseling, Education or related field; At least three years of experience leading programs focused on educational access and opportunity for low-income, first generation, or students with disabilities; At least 2 years of experience supervising staff.

Poughkeepsie, New York25 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.

Campbell Hall, New York19 days ago

Remote

$16–$18 Per Hour

This role ensures patient insurance information is verified, coverage details are confirmed, and financial information is communicated appropriately to support efficient patient care and billing processes. The ideal candidate will have prior medical billing or insurance verification experience, strong communication skills, and the ability to resolve billing-related matters professionally and effectively.

West Nyack, NY30+ days ago

This role is responsible for drawing high-quality blood samples, preparing specimens for laboratory testing, and ensuring accuracy, confidentiality, and an exceptional patient experience in a fast-paced clinical environment. Serving millions of patients and healthcare providers worldwide, they are committed to a healthier world, inclusive care, and building value for all stakeholders.

Montvale, New Jersey30+ days ago

$115,700–$148,100 Per Year

Must be highly analytical and inquisitive with strong business acumen, critical thinking skills, financial modeling, keen attention to detail, accuracy, and ability to manage multiple tasks and meet deadlines and goals. Strong technical aptitude, including competency in Excel and experience using other Microsoft Office applications; Word, PowerPoint, etc., and the ability to quickly master new applications and systems .

Nanuet, NY30+ days ago

Required to support multiple Patient Service Center and in-office locations as neededPosition SummaryThe Patient Services Representative II (PSR II) serves as the face of the organization to patients and plays a critical role in specimen collection and patient experience. This position is responsible for drawing high-quality blood samples, preparing specimens for testing, and ensuring a professional, safe, and compassionate environment while maintaining confidentiality and accuracy of patient information.

Poughkeepsie, NY24 days ago

$26–$31 Per Hour

In this role, you will be responsible for a range of accounting functions that support the credit union’s daily operations and month‑end processes. At TEG Federal Credit Union, we’re more than a financial institution; we’re a team committed to supporting our employees and the communities we serve.

Middletown, New York30+ days ago

$526,000–$596,000 Per Year

If you’re interested in a health system that’s both growing and award-winning, serving a diverse community that provides the best of both city and rural life, we invite to make your career home with us as the Chief Financial Officer at Garnet Health. When determining a team member’s compensation and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

Ramsey, New Jersey17 days ago

Konica Minolta is proud to be ranked on the Forbes 2025 America's Best Large Employers list, included on CRN’s MSP 500 list numerous times; recognized as the #1 Brand for Customer Loyalty in the MFP Office Copier Market by Brand Keys for eighteen consecutive years and presented with Keypoint Intelligence’s BLI 2025 and 2021 A3 Line of The Year and BLI 2021-2023 Most Color Consistent A3 Brand Awards for its bizhub One i-Series. C’est aussi l’année où la marque bizhub de Konica Minolta célèbre ses 20 ans, au cours desquels la gamme a révolutionné la technologie de bureau, redéfini les processus des entreprises, et évolué continuellement pour répondre aux besoins des milieux de travail modernes, mue par les avancées technologiques et la volonté d’innover.

Woodcliff Lake, NJ30+ days ago

Responsibilities include, but are not limited to, food preparation and service in accordance with the Sunrise culinary programs, accurate delivery of dietary modifications, procurement, financial and budgetary management, labor management, hiring, supervising and training team members, ensuring proper sanitation and safe food handling, accurate record keeping, inventory and rotation of products, regulatory compliance, and communicating with residents and families to ensure high levels of resident satisfaction. Partner with the Wellness team and consultant dietitian to understand individual resident nutritional needs and preferences, then delivers snacks, beverages, and meals accurately and consistently.

Poughkeepsie, New York30+ days ago

Technical/Functional Skills: • Premium Financing Products • Financial Analysis • Risk Assessment • Industry Regulations • Develop and Implement Strategic Plans • Financial Software and Tools Behavioral Skills: • Effective Communication • Interpersonal Skills • Attention to Detail • Decision Making • Problem-Solving • Continuous Learning. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities.

Ramsey, New Jersey10 days ago

Nous considérons tous les candidats qualifiés pour un emploi sans distinction de race, de couleur, de religion, de croyance, d'origine nationale, de sexe, de grossesse, d'âge, d'orientation sexuelle, de statut de personne transgenre, d'identité de genre, de handicap, d'aliénation ou de citoyenneté, d'état civil ou de partenariat, d'informations génétiques, de statut de vétéran ou de toute autre caractéristique protégée par les lois applicables. Konica Minolta is proud to be ranked on the Forbes 2025 America's Best Large Employers list, included on CRN’s MSP 500 list numerous times; recognized as the #1 Brand for Customer Loyalty in the MFP Office Copier Market by Brand Keys for eighteen consecutive years and presented with Keypoint Intelligence’s BLI 2025 and 2021 A3 Line of The Year and BLI 2021-2023 Most Color Consistent A3 Brand Awards for its bizhub One i-Series.

New!

West Nyack, NY5 days ago

$16.15–$28.80 Per Hour

Discusses balances due, including past balance, co-payments, co-insurance and deductibles, referring to Patient Accounts as necessary; takes responsibility for collecting and posting payments from patients at time of service via check, money order or credit card in compliance with our policies and procedures. The Patient Services Representative greets and registers patients in a prompt, pleasant and helpful manner, as well as instructs, directs, and schedules patients and visitors.

Poughkeepsie, New York30+ days ago

$109,800.35–$138,598.17 Per Year

New City, New York30+ days ago

How you make a difference: The Assistant Health Services Administrator (AHSA) supports the Health Services Administrator (HSA) by assisting in the daily oversight and management of the entire medical program. Wellpath sees hundreds of thousands of unique individuals in their facilities month over month and a very large percent of those individuals receive direct clinical care, which includes lives saved by Narcan.

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.

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.

Sloatsburg, NY10 days ago

This position is charged with sustainably achieving or exceeding targeted financial and performance metrics by successfully leading a dedicated team to ensure our customers (travelers) receive fast and friendly service. As the Plaza Director, you will be responsible for managing the overall day-to-day operations and long-term profitability of a multi-million-dollar travel plaza located along a major highway.

Wallkill, NY30+ days ago

New Windsor, NY30+ days ago

Documents included are student training records including graduation and termination certificates for the Part 141 programs; Air Agency Certificates, approved training syllabuses for private, instrument, and commercial; LOAs; etc. Maintains and creates employee and student profiles in Flight Schedule Pro to include medical certificates, FAA certificates, drivers license, TSA Security Authorizations, and Proof of Residency.

Middletown, New York30+ days ago

If you’re interested in a health system that’s both growing and award-winning, serving a diverse community that provides the best of both city and rural life, we invite to make your career home with us as a Patient Service Associate team at/in Garnet Health Doctors. When determining a team member’s compensation and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

Newburgh, NY30+ days ago

$48–$54 Per Hour

Whether it's cutting-edge geothermal systems, solar, energy storage, or smart building technologies, we bring expertise, innovation, and a seamless approach to every phase of a project – from planning and design to implementation and ongoing support – thereby streamlining project timelines, reducing costs, and eliminating scope gaps. In accordance with DOT regulations (49 CFR § 40.25), Brightcore Energy is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions.

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.

Liberty, New York30+ days ago

$20.96–$25.39 Per Hour

Middletown, New York28 days ago

$20.96–$25.39 Per Hour

Fishkill, New York19 days ago

$20.96–$25.39 Per Hour

Middletown, NY30+ days ago

ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Deanne Gleeson - State Farm Agent, you are vital to our daily business operations and customers’ success. We are located in Middletown, NY and help customers with their insurance and financial services needs, including: Auto insurance.

Middletown, NY30+ days ago

$22.50–$27.60 Per Hour

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.

Loch Sheldrake, NY25 days ago

ASAP advisors focus on promoting student success, delivering individualized academic planning, facilitating workshops, monitoring academic progress, and connecting students to campus resources early when challenges arise. The ASAP (Advancing Success in Associate Pathways) Advisor provides comprehensive, proactive, and student-centered academic advising, support services, and career counseling to a designated caseload of up to 150 students.

New Windsor, New York30+ days ago

$20.67–$31.25

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. Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.

Poughkeepsie, New York30+ days ago

$20.67–$31.25

Fishkill, New York30+ days ago

$20.67–$31.25

Croton On Hudson, NY30+ days ago

ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Mike Lee - State Farm Agent, you are vital to our daily business operations and customers’ success. We are located in Croton On Hudson, NY and help customers with their insurance and financial services needs, including: Auto insurance.

West Point, New York30+ days ago

$21–$23 Per Hour

Maintain high level of proficiency in operating all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc. to support needs of members, and business. Utilize industry leading solutions to meet the unique life needs of our members to include home ownership, wealth management, financial education, and managing debt.

New Windsor, NY30+ days ago

We are seeking motivated, leadership-oriented individuals to become a Partner in our General Office and provide exceptional service and solutions to our clients while enjoying a supportive and dynamic work environment. New York Life Insurance, a mutual company, with no investors or outside owners, is uniquely aligned with clients' interests and priorities.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Services job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Services Jobs in Middletown, NY

Financial Consultant - Greenwich, CT Fidelity Investments

Financial Consultant - Stamford, CT Fidelity Investments

Retail Customer Service Associate FedEx

Insurance and Financial Services Position - State Farm Agent Team Member Caitlin Mcvicker - State Farm Agent

Client Services Specialist - Financial Services All Financial Freedom

Insurance and Financial Services Position - State Farm Agent Team Member James Demmer - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Wyatt Savage - State Farm Agent

FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Entry Level Financial Advisor New York Life Insurance - Hudson Valley

Financial Advisor Northwestern Mutual

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

Financial Advisor First Command Financial Services, Inc.

Financial Clearance Specialist (Radiation Oncology) Garnet Health

Client Services Representative Cetera Financial Group

Financial Controller CP Engineers

Director of Student Support Services (TRIO) SUNY Ulster

College Financial Representative, Internship Program Northwestern Mutual

Financial Clearance Specialist Access Physical Therapy & Wellness

Phlebotomist Patient Services Representative GTT

Retail Financial Consultant Benjamin Moore & Co

Phlebotomist / Patient Services Representative GTT

Card Services Specialist TEG Federal Credit Union

Chief Financial Officer Garnet Health

Sr. Financial Analysis & Reporting Analyst Konica Minolta Business Solutions, U.S.A., Inc.

Dining Services Coordinator1 Sunrise Senior Living

Senior Financial Operations Coordinator Ryan Specialty Group

Sr. Financial Systems Analyst Konica Minolta Business Solutions, U.S.A., Inc.

Patient Services Representative UnitedHealth Group

Senior Analyst Financial Strategy and Profitability Hudson Valley Credit Union

Assistant Health Services Administrator, Registered Nurse, RN Wellpath

Non Registered - Client Service Associate Stifel

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

Plaza Director - Quick Service Restaurant - Multi Unit Exp Req Applegreen USA Welcome Centers Central Services

Customer Service Representative - State Farm Agent Team Member Dina Bryan - State Farm Agent

Customer Service Dispatcher Representative Lee A Archer Jr Red Tail Youth Fly

Patient Service Associate Float Garnet Health

Field Service Diesel & Hydraulic Mechanic Brightcore Energy

Associate/Support Advisor Kestra Financial Independent Advisor

Relationship Advisor Hudson Valley Credit Union

Relationship Advisor Bilingual Hudson Valley Credit Union

Relationship Advisor HA Hudson Valley Credit Union

Account Associate - State Farm Agent Team Member Deanne Gleeson - State Farm Agent

Part Time (30 Hours) Associate Banker, Orange Plaza Branch, Middletown, NY JPMorgan Chase

ASAP (Advancing Success in Associate Pathways) Advisor Sullivan County Community College

Personal Banker - R-37196 KeyBank

Personal Banker - R-37043 KeyBank

Personal Banker - R-37582 KeyBank

Account Associate - State Farm Agent Team Member Mike Lee - State Farm Agent

Retail Banker PenFed Credit Union

Fast Track Insurance Partner New York Life Insurance - Hudson Valley

Resume Resources