- Edward Jones (Port Jervis, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Citizens (Middletown, NY)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Bank of America (Newburgh, NY)
- Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Newburgh, New York; Katonah, New York; Mount Kisco, New York; Yorktown Heights, New ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Latham/ Financial -Solutions- Advisor Albany Hudson-Valley-Market\_25035958-1) **Job Description:** At Bank… more
- JPMorgan Chase (Monroe, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Kestra Financial (Wappingers Falls, NY)
- …account reviews, report generation, and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and ... The Associate/Service Advisor reports to the Lead Advisor ...servicing. This position requires a strong understanding of the financial services industry and products, and is critical in… more
- JPMorgan Chase (Newburgh, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your… more
- KeyBank (Fishkill, NY)
- …LIVE IN OR AROUND THE AREA TO BE CONSIDERED **Job Summary** The Merchant Sales Advisor serve as integral member of the Key Merchant Services sales teams in assigned ... with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted ...in English and Spanish preferred. **Tactical Skills** + Strong financial acumen including the ability to read and understand… more
- KeyBank (Poughkeepsie, NY)
- **Location:** 55 Burnett Boulevard, Poughkeepsie New York **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning ... and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to… more
- Walmart (Fishkill, NY)
- …and wallet! -Health benefits include medical, vision and dental coverage - Financial benefits include 401(k), stock purchase and company-paid life insurance -Paid ... time off benefits include PTO, parental leave, family care leave, bereavement, jury duty, and voting. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job… more
- IBM (Poughkeepsie, NY)
- …* Establish and deepen C-level and senior stakeholder relationships within banks and financial institutions. * Serve as a trusted advisor on operational ... role responsible for driving strategic revenue growth within the banking and financial services sector. This senior leader owns the creation and execution of… more
- Heritage Financial Credit Union (Middletown, NY)
- …NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Description Come join Heritage Financial Credit Union's Internal Audit Team as ... audit and compliance expertise to drive meaningful change in a mission-driven financial institution that values integrity, innovation, and member trust? Are you… more
- Heritage Financial Credit Union (Middletown, NY)
- …Job Type Full-time Description Come join Heritage Financial Credit Union's Executive Team as the Chief ... ensure strategic goals are achieved. Serve as a trusted advisor to the CEO and Executive Leadership. Streamline communication,...opportunity to engage in shaping the future of Heritage Financial Credit Union. Here's a little about us: Heritage… more
- Danaher Corporation (Poughkeepsie, NY)
- …execution and sustained customer success. This role demands strong business insight, financial acumen, and the ability to lead through influence across a matrixed ... organization. You will serve as a trusted advisor and strategic partner-shaping account strategy, driving growth, and...at both corporate and local levels. + Analyze key financial performance indicators for assigned accounts and understand how… more
- Heritage Financial Credit Union (Middletown, NY)
- …Job Type Full-time Description Come join Heritage Financial Credit Union's Executive Team as the Chief ... but to help lead it forward, aligning enterprise strategy with sound financial stewardship, technology, efficient operations, and a strong culture of compliance. If… more
- KeyBank (Goshen, NY)
- …Street - Goshen, New York 10924 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. Personal ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Stone Ridge, NY)
- …- Stone Ridge, New York 12484 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. Personal ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Wappingers Falls, NY)
- …9 - Wappingers Falls, New York 12590 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more
- JPMorgan Chase (Fishkill, NY)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, ... Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made...not available in all states. Chase is a leading financial services firm, helping nearly half of America's households… more
- Aston Carter (Poughkeepsie, NY)
- …deliver exceptional service while building lasting relationships. You'll be the trusted advisor who guides members through their financial journey-whether it's ... rotating Saturdays (9:00 AM-12:00 PM) About the Role Are you passionate about helping people achieve their financial goals? Join our team as a Banking Associate and… more
- Amazon (Fishkill, NY)
- …Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels ... package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more