Top 43 Financial advisor Jobs in Poughkeepsie, 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
Wealth Management Trainee (NY)
Bankers Life —Fishkill, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Services Professional
New York Life - Hudson Valley —Fishkill, NY
- $60,000 - $150,000 a year
- Mid-level
- Life insurance
Quick Apply
10d
Registered Representative Financial Services - Kingston, NY
ULSTER FINANCIAL GROUP INC —Kingston, NY
- $31,200 - $100,000 a year
- Full-time
- Hybrid work
- Bilingual
- Background check
- Computer literacy
- Paid holidays
- Health insurance
Financial Advisor
Bankers Life —Fishkill, NY
- From $50,000 a year
- Full-time
- Customer service
- Mid-level
- Analysis skills
Quick Apply
Sales Representative
Northwestern Mutual —Poughkeepsie, NY
- $62,000 - $137,000 a year
- Full-time
- Sales
- Customer service
- Office
- Disability insurance
- Health 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
Retirement Sales / Financial Advisor
LAWLEY AGENCY, LLC —Mahopac, NY
- $84,613.20 - $141,022.00 a year
- 5 years
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Consultant
NBT Bank —Newburgh, NY
- $52,000 - $210,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Disability insurance
Virtual Wealth Advisor - Fishkill, NY
Citizens Financial Group —Fishkill, NY
- $65,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Licensed Private Client Banker
KeyBank National Association —Montgomery, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
5d
Registered Representative - State Farm Agent Team Member
Jeffrey Spillane - State Farm Agent —Fishkill, NY
- $55,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid time off
- 401(k) matching
Quick Apply
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
Workplace Planning Consultant
Empower —United States
- $55,300 - $76,075 a year
- Remote
- Microsoft Excel
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Bachelor’s degree in business or related field or equivalent experience. Identify cost-saving opportunities through thorough data analysis.
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Financial Analyst- Capital Management
Central Hudson —Poughkeepsie, NY
Some financial analysts prepare monthly and annual financial and/or cash projections and assist with maintenance of corporate financial models, including daily…
$53,700 - $130,400 a year
1d

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Registered Branch Associate
Edward Jones —Columbus, OH
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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financial advisor jobs near poughkeepsie, 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

financial advisor jobs in poughkeepsie, ny

Financial Advisor Trainee

Wealth Management Trainee (NY)

Financial Services Professional

Registered Representative Financial Services - Kingston, NY

Financial Advisor

Sales Representative

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

Retirement Sales / Financial Advisor

Financial Consultant

Virtual Wealth Advisor - Fishkill, NY

Licensed Private Client Banker

Registered Representative - State Farm Agent Team Member

Financial Coach

Workplace Planning Consultant

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