Financial Advisor Jobs in Poughkeepsie, NY

Analyze employee benefits compliance risks, providing strategic advice and guidance to clients and internal teams on complex federal regulations like ERISA and ACA, while developing resources and tool...

Architect a pioneering workplace benefits solution, driving product development and strategic partnerships to enhance financial wellness offerings across a diverse national client base while owning P...

Drive innovation in financial wellness solutions, leading product strategy and distribution for workplace-based 529 and ABLE programs. Engage partners to build a sustainable offering that scales acros...

Join a dynamic team as you leverage your actuarial expertise to develop innovative solutions in pricing, reserving, and financial modeling, while collaborating across departments to influence strategi...

Deliver impactful sales strategies to drive growth, manage the sales process, and build long-term partnerships in a dynamic, fast-growing environment while collaborating across teams to achieve revenu...

Join a dynamic team to conduct in-depth investment research and analysis, support portfolio construction, and collaborate with portfolio managers on security developments while delivering actionable i...

Accelerate progress at a remote-first organization by leading finance and FP&A. Collaborate closely with executive leadership, drive strategic planning, build teams, and enhance financial frameworks f...

Innovate within the Investment & Structured Finance team by assessing, negotiating, and executing solar project acquisitions, while fostering strong stakeholder relationships and navigating diverse re...

Advance financial operations by analyzing data to guide planning, managing vendor spend, and enhancing reporting processes. Collaborate with teams to provide insights that drive business performance a...

Lead M&A tax due diligence and structuring processes for diverse transactions. Mentor teams, manage client relationships, and deliver high-quality analyses while identifying tax risks and opportunitie...

Empower compliance excellence by managing payment network adherence for sponsored clients, addressing inquiries and risks while fostering strong relationships with internal and external stakeholders t...

Drive client success by managing equity compensation support for corporate clients, ensuring seamless processing and strong partnerships. Utilize expertise to deliver best-in-class service and improve...

Join a team that's dedicated to advocating for policy change, building relationships with legislators and regulators, and shaping New York Life's governmental affairs strategy to influence legislative...

Elevate financial performance by supporting TDIO leadership through P&L management, budgeting, and reporting, while driving efficiency and strategic insights that enhance decision-making and business...

Empower a high-performing sales team to drive new logo acquisition and expansion in the US Mid-Market segment while setting strategic direction, optimizing processes, and achieving ambitious revenue t...

Lead the charge in overseeing loan accounting, ensuring compliance with GAAP and enhancing internal controls while managing a team to drive operational efficiency and strategic initiatives...

Join a team that's central to shaping funding strategies through data operations and analysis. As a Senior Capital Markets Analyst, you'll drive reporting, improve workflows, and collaborate across te...

Engage in strategic oversight of data-driven decision-making across credit risk, business strategy, and finance. Collaborate with stakeholders to ensure compliance and accuracy in reporting while enha...

Shape the future of sales growth strategy by integrating product insights, market opportunities, and execution priorities into actionable strategies that empower teams and drive results across the org...

Manage the administration and reporting of sales commissions, ensuring accuracy and compliance with company policies. Collaborate with multiple teams to uphold data integrity and drive process improve...

Join a dynamic team to deliver financial advisory services in Affordable Housing, driving impactful results on complex transactions while supporting client objectives and fostering professional growth...

Accelerate your career by managing customer portfolios and driving business development. Collaborate with retail branches while fostering new relationships to enhance our market presence and deliver e...

Join a dynamic Wealth Management team to lead estate tax compliance, ensuring accurate filings and strategic oversight. Drive process improvements and collaborate across functions to enhance service d...

Drive the establishment of robust Treasury risk oversight in a de novo bank, providing independent monitoring, regulatory compliance, and reporting support. Collaborate with senior leadership to enhan...

Champion customer experience by leading a dynamic team to achieve strategic goals and drive business growth. Utilize your leadership skills to enhance client relationships while managing risks and dev...