Financial Advisor Jobs in Poughkeepsie, NY

Oversee and lead audit engagements for financial institutions, ensuring high-quality delivery of risk-based advisory services while mentoring teams and enhancing client relationships...

Empower business success by driving the design, implementation, and optimization of Workday Financials solutions, focusing on Foundation Data Model (FDM) to align financial strategies with operational...

Advance your career by driving M&A transactions and strategic advisory solutions. Leverage client management and business development skills across various industries while mentoring junior bankers in...

Join a team that's revolutionizing mortgage lending with AI technology, dedicated support, and a vast network of investors to help you achieve your goals and maximize your potential in a remote enviro...

Empower our broker-dealer operations by providing expert supervision and support. Leverage your deep knowledge of regulatory requirements and hands-on experience to drive compliance, streamline proces...

Join a team that's shaping the future of wealth management by providing essential legal advice on fiduciary, trust, and investment services while ensuring compliance with key regulations and collabora...

Join a team that's driving enterprise initiatives across functions to enhance project delivery. Collaborate with stakeholders and lead complex projects to ensure alignment, transparency, and value rea...

Accelerate progress at a dynamic firm by managing month-end close and consolidated reporting. Collaborate with teams on technical accounting in a fast-paced environment while utilizing cutting-edge ac...

Empower your career with a critical role in healthcare capital markets, analyzing, underwriting, and executing real estate transactions to deliver actionable insights and support investment sales stra...

Lead complex financial reporting initiatives, ensuring compliance with US GAAP and SEC standards. Manage reporting workflows, collaborate cross-functionally, and drive process improvements while maint...

Lead the charge in driving branch success through coaching, sales management, and community engagement while ensuring exceptional customer experiences and fulfilling business objectives in a fast-pace...

Champion growth by driving new client acquisition and managing full-cycle sales for real estate solutions. Utilize consultative techniques to deliver value and achieve significant revenue targets in a...

Optimize tax operations and team performance by leading tax return preparation and compliance. Engage directly with Members, mentor a small team, and implement strategic tax solutions for improved eff...

Make your mark as a Business Development Manager by driving growth, managing client relationships, and identifying upsell opportunities while working collaboratively with teams to deliver impactful in...

Elevate growth by driving client relationships, identifying upsell opportunities, and leading the sales process. Become the go-to expert in delivering value through our innovative products while foste...

Optimize your legal and investment expertise as you analyze and support litigation finance portfolios. Collaborate with cross-functional teams to track and evaluate investments, offering insights in a...

Empower strategic growth by cultivating relationships within a defined customer portfolio. Drive retention and expansion through a consultative approach, partnering with cross-functional teams to alig...

Join us to create innovative Salesforce solutions that enhance client success, streamline processes, and drive impactful results through technical expertise and collaboration with clients...

Elevate sales success by driving revenue growth within the banking sector. Own the complete sales lifecycle, develop new leads, and foster relationships with mid-tier clients to ensure sustained busin...

Elevate mid-market growth by driving total sales lifecycle in the banking sector. Build lasting business relationships, manage pipelines, and lead efforts to exceed revenue goals through innovative so...

Engage with corporate clients to build strategic partnerships, oversee account management, address client needs, and enhance satisfaction across services, while collaborating with internal teams to dr...

Champion the growth and retention of complex institutional client accounts, fostering deep relationships with C-suite executives and navigating intricate governance structures to drive impactful engag...

Drive strategic finance initiatives by analyzing performance, building reliable financial models, and collaborating across teams to optimize business outcomes that inform executive-level decision-maki...

Make your mark at the forefront of financial markets by optimizing portfolios and collaborating on innovative investment strategies as a Portfolio Implementation Analyst in a dynamic, intellectually s...

Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...