- Bank of America (Poughkeepsie, NY)
- Merrill Financial Solutions Advisor - NY Capital/Central NY Market Albany, New York;Syracuse, New York; Poughkeepsie, New York; Middletown, New York; ... the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will… more
- Kestra Financial (Wappingers Falls, NY)
- …insurance, and managed accounts + Previous experience in the independent financial services culture preferred Certificates, Licenses, and/or Registration + ... Summary The Lead Advisor is responsible for developing new business, managing...Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client… more