Top 58 Investment Jobs in Kingston, Ny

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
Senior Commercial Credit Analyst (On Site)
Rhinebeck Bank —Poughkeepsie, NY
- $110,000 - $115,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- 3 years
Quick Apply
Senior Director Enterprise Risk
Hudson Valley Credit Union —Poughkeepsie, NY
- $160,364.18 - $202,423.61 a year
- Full-time
- 5 years
- Office
- Finance
- Paid holidays
- Loan repayment program
10d
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
Part-Time Faculty, Finance
Marist University —Poughkeepsie, NY
- From $1,270 a week
- Part-time
- Classroom
- Mid-level
- Finance
Home Energy Loan Program (HELP) Associate
Mid Hudson Energy Transition —Kingston, NY
- $22 - $25 an hour
- Full-time
- Analysis skills
- Organizational skills
- Internship
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
Sales Representative
Northwestern Mutual —Poughkeepsie, NY
- $62,000 - $137,000 a year
- Full-time
- Sales
- Customer service
- Office
- Disability insurance
- Health insurance
Quick Apply
Client Service Specialist- Commercial Lines
Marshall & Sterling Inc —Poughkeepsie, NY
- $47,500 - $52,500 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
13d
Chief Compliance Officer - Part Time
Registered Investment Advisor in Dutchess County —Poughkeepsie, NY
- $40 - $50 an hour
- Part-time
- Hybrid work
- 5 years
- Senior level
Quick Apply
1d
Portfolio Property Manager
HOA Talent —Wallkill, NY
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Residential
- Travel
- Dental insurance
- Vision insurance
Quick Apply
3d
Branch Manager - Pleasant Valley, NY
JPMorganChase —Pleasant Valley, NY
- $36.06 - $51.44 an hour
- Weekends as needed
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Personal Banker
KeyBank National Association —Hudson, NY
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
1d
Licensed Private Client Banker
KeyBank National Association —Kerhonkson, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
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
Portfolio Compliance Analyst
Consilio Services —United States
- $90 an hour
- Full-time
- Remote
- 5 years
- Senior level
Quick Apply
18h
Regional Vice President of Sales (Florida)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
10d
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Head of Social Media - Venture Capital
Alfa AI —United States
- $200,000 - $250,000 a year
- Full-time
- Remote
- Senior level
7d

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investment jobs near kingston, ny

Registered Representative Financial Services - Kingston, NY

ULSTER FINANCIAL GROUP INC
Kingston, NY

Apply Now

Job Details

Full-time
$31,200 - $100,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching

Qualifications

Life Insurance License
Computer operation
Customer communication
Financial sales
Series 6
Promoting products
Computer literacy
Promoting bank products
Employee relationship building
Life insurance knowledge
Financial product expertise
Data interpretation
Computer skills
Financial services provider promotion
Series 65
Experience practicing in the securities industry
Data-driven decision making
Stakeholder relationship building
Series 63

Full Job Description

Working at Ulster Savings Bank

At Ulster Savings Bank, you’ll be part of an enthusiastic team of people where we believe in working closely together for the benefit of our customers, communities, and each other. When you add this to an environment that allows skills and experience to bring forth growth and change, you’ll find plenty of room to grow professionally. We offer an excellent benefit package, including paid time off, paid holidays, medical, dental and vision insurance, matching 401k plan, and educational assistance. Final candidates are subject to a pre-employment background check, which will include, but is not limited to credit history.

Ulster Savings Bank is officially Certified™ by Great Place To Work®

Click here to learn about our benefit package.

The ideal candidate for this position will become thoroughly knowledgeable with all products and services offered by the Ulster Financial Group. They will work directly with customers to sell and service mutual funds, annuities, fee based, stocks, bonds, and life insurance, while keeping the Financial Services Officer aware of any customer problems and potential situations that may arise. Finally, the analytical skills of said candidate will assist them regarding receiving information regarding the customer’s income, assets, investments or debts, which determine financial products that best meet the customer’s needs and financial circumstances. This is a HYBRID REMOTE position which provides great flexibility for the right candidate.

Essential Requirements

Series 6*, 7, 63*,65* & Life Insurance License*.
Excellent written and verbal communication skills.
Computer knowledge.
Strong interpersonal skills and good organizational skills.
Ability to travel and work independently.
Ability to analyze data and exercise discretion and judgment in making decisions which affect the Bank and its subsidiaries.
Ability to promote the Bank's financial products and services and advise as to the appropriate financial product(s) to correspond to their financial needs.
Minimum of (2) years of experience.
Cetera background check required*.
Bi-lingual a plus.
: Must-have requirements

Essential Duties and Responsibilities

Collect and analyze information regarding the customer's income, assets, investments, or debts; determining with the customer which financial products best meet the customer's needs and financial circumstances.
Market, service or promote the Bank and its subsidiaries financial products and services.
Generate a minimum of $250,000 in annual gross commissions.
Develop a good working relationship with branch managers and branch staff.
Conduct product and referral training Branch HOOPLA Meetings.
Display a professional approach when dealing with customers.
Develop and service your book of business and schedule a minimum of 20 new appointments per week while continually creating new and assigned lead streams both within and outside of the institution.
Keep the Financial Services Officer aware of any customer problems and potential situations.
Identify potential opportunities and cross sell all bank products and/or services to new and existing clients. Continually prospect to create new lead streams both within and outside of the institution. Drives financial performance through profitable revenue growth, goal attainment and exceptional customer service. The monthly cross selling goal is to attain at least one referral per month.

Marginal Duties and Responsibilities

Conduct educational seminars.
Any other duties as assigned by management.

Ulster Savings Bank is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability or protected veteran status, and any other basis protected by applicable local, state, or federal law or Executive Orders.

Apply Now

Refine Your Search

investment jobs in kingston, ny

Registered Representative Financial Services - Kingston, NY

Senior Commercial Credit Analyst (On Site)

Senior Director Enterprise Risk

Financial Advisor Trainee

Part-Time Faculty, Finance

Home Energy Loan Program (HELP) Associate

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

Sales Representative

Client Service Specialist- Commercial Lines

Chief Compliance Officer - Part Time

Portfolio Property Manager

Branch Manager - Pleasant Valley, NY

Personal Banker

Licensed Private Client Banker

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Portfolio Compliance Analyst

Regional Vice President of Sales (Florida)

Empower Financial Planner

Head of Social Media - Venture Capital

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