Top 49 Financial advisor Jobs in Wallkill, Ny

Financial Advisor
Bankers Life —Fishkill, NY
- From $50,000 a year
- Full-time
- Customer service
- Mid-level
- Analysis skills
Quick Apply
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
Sales Representative
Northwestern Mutual —Poughkeepsie, NY
- $62,000 - $137,000 a year
- Full-time
- Sales
- Customer service
- Office
- Disability insurance
- Health insurance
Quick Apply
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
Wealth Management Trainee (NY)
Bankers Life —Fishkill, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Client Onboarding Specialist-Wealth Advisors
Marshall & Sterling Inc —Poughkeepsie, NY
- $55,000 - $70,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
13d
Financial Services Professional
New York Life - Hudson Valley —Fishkill, NY
- $60,000 - $150,000 a year
- Mid-level
- Life 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
Licensed Private Client Banker
KeyBank National Association —Fishkill, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Entry-Level Financial Services Professional Career
New York Life - Robert Rice —Fishkill, NY
- $100,000 a year
- US work authorization
- Communication skills
- Entry level
- Disability insurance
- Health insurance
Quick Apply
10d
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
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
Fast Track Insurance Partner
New York Life - Robert Rice —Fishkill, NY
- $150,000 a year
- Full-time
- Mid-level
- Office
- Recruiting
- Disability insurance
- Health insurance
Quick Apply
10d
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
Trust Administrator
Orange Bank & Trust Company —Goshen, NY
- $26 - $28 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
2d

I want to receive the latest job alert for financial advisor in wallkill, ny

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near wallkill, ny

Financial Advisor

Bankers Life -
Fishkill, NY

Quick Apply

Job Details

Full-time
From $50,000 a year

Qualifications

Investment management advisory services
Customer service
Financial analysis
Analysis skills
Financial concepts
Financial goal setting advisory services
Insurance planning
Managing financial advisory teams
Retirement planning advisory services
Financial education

Full Job Description

Job Summary
We are seeking a knowledgeable and dedicated Financial Advisor to join our team. In this role, you will provide expert financial guidance to clients, helping them navigate complex financial landscapes and achieve their financial goals. You will leverage your expertise in areas such as estate planning, investment management, and wealth management to develop tailored financial strategies that meet the unique needs of each client. Your ability to build strong customer relationships and deliver exceptional service will be key to your success in this position.

Responsibilities

Develop comprehensive financial plans for clients, incorporating elements of estate planning, tax experience, and investment management.
Conduct thorough financial analysis to assess clients' current financial situations and identify opportunities for improvement.
Provide guidance on wills, trusts, and estate law to ensure clients' assets are managed according to their wishes.
Utilize knowledge of securities law and financial concepts to advise clients on investment opportunities and risks.
Manage client portfolios with a focus on cash management and asset allocation strategies.
Maintain strong relationships with clients through effective customer relationship management practices.
Stay informed about industry trends and changes in regulations that may impact clients’ financial strategies.
Collaborate with other professionals in financial services, including accountants and tax advisors, to provide holistic advice.

Experience

Proven experience in financial sales or a related field is preferred.
Strong understanding of financial planning principles, including wealth management and portfolio management.
Familiarity with accounting practices, both corporate and public accounting, is advantageous.
Proficiency in financial software tools that assist in analysis and reporting.
Excellent mathematical skills for accurate data interpretation and analysis.
Demonstrated ability to conduct research on market trends and investment opportunities.
Strong sales skills with a focus on building long-term client relationships. Join us as we empower our clients to make informed decisions about their financial futures. Your expertise will play a vital role in helping individuals achieve their goals through strategic financial planning.

Job Type: Full-time

Pay: From $50,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in wallkill, ny

Financial Advisor

Registered Representative Financial Services - Kingston, NY

Sales Representative

Financial Advisor Trainee

Entry Level Financial Advisor

Wealth Management Trainee (NY)

Wealth Client Onboarding Specialist-Wealth Advisors

Financial Services Professional

Financial Consultant

Licensed Private Client Banker

Entry-Level Financial Services Professional Career

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

Managed Solutions Advisor

Fast Track Insurance Partner

Registered Representative - State Farm Agent Team Member

Trust Administrator

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Financial Coach

Retirement Planner

I want to receive the latest job alert for financial advisor in wallkill, ny

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected