Financial Advisor Jobs in Poughkeepsie, NY

As a Financial Advisor at Northwestern Mutual, you will help clients achieve their financial goals through personalized planning and relationship-building. This role involves growing your client base...

Empower individuals as you build a financial advising practice, helping clients achieve their goals through personalized strategies. Enjoy the flexibility of entrepreneurship while receiving comprehen...

Join a team that's dedicated to delivering personalized financial strategies. Engage with clients to analyze their needs, provide expert advice on diverse financial products, and foster lasting relati...

Transform lives by helping clients achieve their financial goals through personalized planning. Build your practice with comprehensive support, develop key relationships, and enjoy uncapped earning po...

Join a team that's shaping financial futures through innovative planning. Build relationships, create tailored strategies, and help clients achieve their goals as you grow your entrepreneurial practic...

Drive comprehensive financial planning excellence by collaborating with Financial Advisors and clients, mentoring peers, and sharing expertise. Participate in training while leveraging technology to e...

Lead impactful retirement planning discussions and presentations to individuals, fostering relationships and achieving financial goals through data-driven strategies while collaborating with internal...

Join a dynamic team to expand partnerships with independent financial advisors and enhance client investment services while driving asset acquisition through consultative sales and strategic relations...

Transform client relationships by providing tailored financial planning and investment guidance. Collaborate with an advisory team to support clients' long-term goals, ensuring effective communication...

Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...

Lead and develop a team of Wealth Advisors to achieve sales goals and enhance client relationships, providing integrated wealth management solutions while ensuring compliance with regulatory standards...

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Join a team that's driving the integration of acquisition firms into our Facilities platform, managing vendor transitions, and ensuring effective branding and communication throughout the M&A process...

Drive financial management initiatives by supporting federal financial planning, budget execution, and performance analysis for USDA FPAC. Contribute to reports, audits, and compliance while enhancing...

Partner with us to engage taxable investors, enhancing client relationships and providing comprehensive support to our U.S. Wealth team, while fostering collaboration across departments to elevate ser...

Transform client relationships by providing tailored financial planning and investment guidance. Collaborate with a dedicated advisory team to assist clients in navigating complex financial decisions...

Unlock your potential by fostering client relationships and delivering tailored financial solutions with a leading firm that values your growth and success while supporting your professional journey i...

Unlock potential by spearheading unified financial planning processes. Lead a team of planners to enhance the financial experience for ultra-high net worth clients through training, innovation, and st...

Drive your career with impactful strategies to attract high net worth clients while collaborating with a skilled team. Foster relationships in personal insurance and optimize satisfaction through expe...

Empower clients by providing personalized financial planning and solutions. Collaborate within a supportive environment to strengthen relationships, leveraging established client networks while maximi...

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

Transform large-scale Facilities initiatives through strategic coordination, risk management, and resource planning. This role drives efficiency and alignment across projects, supporting enterprise go...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Join a team that's dedicated to providing tailored wealth strategies by collaborating with clients and Wealth Advisors. Enhance relationships through active financial planning and contribute to holist...

Drive transformative finance solutions as a strategic advisor and leader. Oversee finance engagements, enhance performance, and foster relationships to elevate client success and organizational value...