16 Results for

Wealth Manager Jobs in Franklin D Roosevelt, NY

Jobs

New!

Poughkeepsie, NY3 days ago

$80,000–$100,000 Per Year

If you’re passionate about helping businesses protect what matters, guiding clients through every stage of their risk management journey, and mentoring others to grow alongside you—you’ll thrive here. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence.

New!

Danbury, CT4 days ago

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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

poughkeepsie, NY30+ days ago

$25–$35 Per Hour

Education, Experience and Skills Required: Three to five years of professional work experience preparing taxes returns Demonstrate accuracy and attention to detail Strong communication and customer service skills CPA or Enrolled Agent a plus Ability to work independently. Prepare individual and business income tax returns using Ultra Tax software Respond to client inquiries and research tax-related issues as needed.

danbury, CT30+ days ago

When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

Lagrangeville, New York30+ days ago

$25.86–$31.33 Per Hour

Newburgh, NY22 days ago

$75,000–$95,000 Per Year

This role will also focus on building strong relationships with local businesses, developing new business opportunities, and supporting customers with banking and lending solutions. The Branch Manager is responsible for the overall performance and daily operations of the branch, including sales growth, customer service, staff development, and operational excellence.

Bethel, CT30+ days ago

$91,220–$172,950 Per Year

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.

Montgomery, NY30+ days ago

Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable. Process all corporate directives including Pull and Hold/Destroy, Task Compliance, Key Survey information requests and any additional communications related to store activities.

Poughkeepsie, New York29 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.

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.

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.

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.

Danbury, CT30+ days ago

Remote

$56,000–$125,000 Per Year

The Senior Account Executive supports middle market clients and may manage large, complex accounts involving significant premiums and multifaceted insurance programs, requiring a high level of technical expertise and consultative judgment. Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverage and foreign packages.

Bethel, CT30+ days ago

$88,000–$161,000 Per Year

Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including annual strategy sessions, renewal execution, stewardship reports, compliance reviews, health and performance, and communication, benefits technology solutions. When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Pleasant Valley, New York30+ days ago

$25.86–$31.33 Per Hour

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Wealth Manager Jobs in Franklin D Roosevelt, NY

Account Manager- Commercial Lines Marshall & Sterling Inc

Financial Consultant - Fairfield, CT Fidelity Investments

Wealth: Seasonal Tax Preparer B Riley Financial Inc

Commercial Insurance Senior Account Manager (Hybrid - Upstate NY) NFP Corp

Licensed Relationship Manager Hudson Valley Credit Union

Branch Manager (Newburgh) Rhinebeck Bank

Tax Manager Baker Tilly Virchow KrauseLLP

Assistant Manager I Dollar Tree Inc

Financial Advisor Northwestern Mutual

Financial Advisor First Command Financial Services, Inc.

Non Registered - Client Service Associate Stifel

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

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

Senior Account Executive, Commercial Insurance (Hybrid or Remote ET) NFP Corp

Strategic Account Executive - Employee Benefits Hub International Ltd

Licensed Banker Hudson Valley Credit Union

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