Top 29 Financial advisor Jobs in Poughkeepsie Ny

Wealth Advisor - Fishkill, NY
Citizens Financial Group —Fishkill, NY
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
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 Consultant
NBT Bank —Newburgh, NY
- $52,000 - $210,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Disability insurance
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
12d
Financial Services Professional
New York Life - Hudson Valley —Fishkill, NY
- $60,000 - $150,000 a year
- Mid-level
- Life insurance
Quick Apply
2d
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
Retirement Sales / Financial Advisor
LAWLEY AGENCY, LLC —Mahopac, NY
- $84,613.20 - $141,022.00 a year
- 5 years
- Business development experience
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Licensed Private Client Banker
KeyBank National Association —Stone Ridge, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
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
Licensed Financial Professional | Build Your Practice. Expand Your Future.
Scorology —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Mid-level
- Residential
- Business development experience
- Professional development assistance
- Flexible schedule
Quick Apply
9d
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

Financial Advisor Trainee
Northwestern Mutual —Poughkeepsie, NY
We will train, coach, mentor and develop the right candidate in our Wealth Management Advisor Program. Financial support for professional designations and…
$70,000 - $150,000 a year
Quick Apply
Wealth Management Trainee (CT)
Bankers Life —Danbury, CT
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
Quick Apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender,…
Quick Apply
Financial Advisor - Licensing Provided
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. As a Northwestern Mutual Financial Advisor:
$65,000 - $200,000 a year
Quick Apply

Show more jobs in cities nearby

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

Financial Advisor jobs in Poughkeepsie, NY

Financial Analyst jobs in Sunnyvale, CA

Part Time Financial Advisor jobs in New York, NY

Service Advisor jobs in Orange County, CA

Financial Advisor jobs in Indiana

Financial Advisor jobs in Rockwall, TX

Financial Advisor jobs in Melbourne, FL

Financial Advisor jobs in Saint George, UT

Study Abroad Advisor jobs in Boston, MA

Wealth Management Advisor jobs in Arlington, TX

Wealth Management Advisor jobs in Colorado

Property Management jobs in Charlotte, NC

Wealth Management Advisor jobs in Lafayette, LA

Wealth Management Advisor jobs in Washington, DC

Emergency Management jobs in Pennsylvania

Private Sanitation jobs in New York, NY

Private Banker jobs in Atlanta, GA

Private Caregiver jobs in Fredericksburg, VA

Private Banker jobs in San Diego, CA

Private Banker jobs in Sarasota, FL

Wealth Advisor - Fishkill, NY

Citizens Financial Group
Fishkill, NY

Apply Now

Job Details

Full-time
$105,000 - $250,000 a year

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
Opportunities for advancement
Retirement plan

Qualifications

Business development management
Life Insurance License
Financial sales
Retail banking experience
Life insurance knowledge
Series 7
Business development experience
Investment client management
Client acquisition
Experience practicing in the securities industry
Series 63

Full Job Description

Description

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.

Primary responsibilities include

Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

Qualifications, Education, Certifications and/or Other Professional Credentials

Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor’s degree is preferred.

Pay Transparency

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Hours & Work Schedule

Hours per Week: 40
Work Schedule: M-F (Branch Hours)

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Benefits

Awards We've Received

Dave Thomas Foundation’s Best Adoption-Friendly Workplace

Glassdoor
Best Place to Work in Consulting, Finance & Insurance

Human Rights Campaign Corporate Equality Index 100 Award

Newsweek America's Most Charitable Company

Disability:IN Best Places To Disability Inclusion

The Banker's
US Bank of the Year

Apply Now

Refine Your Search

financial advisor jobs in poughkeepsie ny

Wealth Advisor - Fishkill, NY

Financial Advisor Trainee

Wealth Management Trainee (NY)

Financial Consultant

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

Financial Services Professional

Registered Representative Financial Services - Kingston, NY

Retirement Sales / Financial Advisor

Licensed Private Client Banker

Registered Representative - State Farm Agent Team Member

Licensed Financial Professional | Build Your Practice. Expand Your Future.

Remote Financial Advisor

More jobs to discover

Explore jobs in cities nearby

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

Explore jobs in more locations

Background Check

Benefits

Awards We've Received

Job Seeker Tools

Employer Tools

Browse

Stay Connected