Top 6 Cfp Jobs in Newburgh Ny

Financial Advisor Trainee
Northwestern Mutual —Poughkeepsie, NY
- $70,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Entry Level Financial Advisor
Equitable Advisors —Middletown, NY
- $33,400 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - New Paltz, NY
JPMorganChase —New Paltz, NY
- $64,380 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Private Client Advisor
Key Investment Services, LLC —Cortlandt Manor, NY
- $62,400 a year
- Urgently hiring
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
5d
Managed Solutions Advisor
Orange Bank & Trust Company —Goshen, NY
- $90,000 - $130,000 a year
- Weekends as needed
- Mid-level
- Office
- 3 years
Quick Apply
7d

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Accounting Lead
E-J Electric Installation Co. —Newburgh, NY
Lead various accounting transaction cycles, while focusing on improving the established processes through efficient process design and automation.
$80,000 - $145,000 a year
Quick Apply
Controller
LBM Advantage —New Windsor, NY
The Controller leads a high-performing accounting team and oversees core financial functions including budgeting, audits, payroll, cash management, financial…
$150,000 - $175,000 a year
Quick Apply
1d

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Financial Advisor - Licensing Provided
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$65,000 - $200,000 a year
Quick Apply
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year
21h

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cfp jobs near newburgh ny

Financial Advisor Trainee

Northwestern Mutual -
Poughkeepsie, NY

Quick Apply

Job Details

Full-time
$70,000 - $150,000 a year

Benefits

Health insurance
Dental insurance
Pension plan
Parental leave
Vision insurance
Flexible schedule
Retirement plan

Qualifications

Sales
Customer service
Bachelor's degree
Time management

Full Job Description

As a Financial Advisor you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Advisors are supported by training programs, mentoring and unlimited access to resources to assist their clients. They are supported by a network of specialists who together provide guidance on:

-Comprehensive Financial Planning – Wealth Management - Personal Planning Analysis – Asset & Income Protection – Education Funding – Investment & Advisory Services – Trust Services – Estate Analysis – Retirement Solutions – Business Needs Analysis – Employee & Executive Benefits-

JOIN OUR CHAMPIONSHIP TEAM

We’ve been helping clients achieve financial security for over 165 years. We are searching for (2) special individuals to help us carry on that tradition. No financial experience required. We will train, coach, mentor and develop the right candidate in our Wealth Management Advisor Program. Here, you’ll have access to award – winning training, technology, planning tools and supportive mentors to help you deliver expert advice to your clients.

We want people with different backgrounds and work experience, including but not limited to:

- Financial management, sales, insurance, and financial services

- Executive leadership

- Community influencers

- Former athletes

- Military background

- Prior sales and/ or business experience preferred

Preferred qualifications

- 4- year College Degree REQUIRED

- Self – starter and highly motivated

- History of success

- Strong interpersonal and networking skills

Accolades, Ratings and Assessments

- Best Places to Work Crains Detroit Business 2023

- Top Corporate Culture Award DBusiness 2024

- Worlds’ Most Admired Companies in our industry according to FORTUNE

- America’s Best Large Employer, Best Employer for Diversity, Best Employer for Women, Best Employer for New Grads as recognized by Forbes

- Best Places to Launch a Career recognized by Business Week

- Best Places to Work by Glassdoor.com

- Ranked among the Top 10 independent Broker- Dealers as measured by total revenues

Benefits Program

- Comprehensive Medical Coverage

- Retirement Package; Pension Plan

- Group Life and Disability Income Insurance

- Multiple bonus compensation programs

- Expense allowance programs

- Sponsorship of Licensing/ Credentialing

- Exceptional Income Potential

- Leadership Opportunities

Financial support for professional designations and certifications: SIE, Series 6, 7, 63, CFP,

Job Type: Full-time

Pay: $70,000.00 - $150,000.00 per year

Benefits:

Dental insurance
Flexible schedule
Health insurance
Parental leave
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities
Commission pay

Ability to Commute:

Poughkeepsie, NY (Preferred)

Ability to Relocate:

Poughkeepsie, NY: Relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

cfp jobs in newburgh ny

Financial Advisor Trainee

Entry Level Financial Advisor

J.P. Morgan Wealth Management - Private Client Advisor - New Paltz, NY

Private Client Advisor

Managed Solutions Advisor

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