Financial Advisor Jobs in Poughkeepsie, NY

Join a dynamic team to drive and execute strategic marketing and sales initiatives, enhancing client engagement and business growth across multiple channels while evaluating performance metrics and in...

Champion excellence in client service and tax management for charitable organizations by leading a specialized team. Drive successful planned giving strategies while ensuring compliance and enhancing...

Shape the future of M&A insurance by assisting in underwriting and managing policy processes, collaborating with deal teams, and enhancing client communication while thriving in a dynamic environment...

Engage with advisors and key partners to enhance charitable giving. Leverage your expertise in philanthropy and relationship management to drive awareness and support for charitable solutions across N...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...

Elevate capital market strategies through analysis and relationship management. Collaborate to structure transactions and support investor transparency, safeguarding growth in consumer credit and asse...

Transform business systems by defining objectives, documenting requirements, and leading complex application development. Collaborate closely with teams to enhance actuarial valuations and investment...

Empower client success as a Property & Casualty Account Manager focused on middle market clients in life sciences and technology, ensuring exceptional service, operational efficiency, and strategic ri...

Champion client relationships by providing strategic consulting and support for retirement plans. Manage ongoing client engagement, resolve issues, and foster profitability while enhancing service del...

Manage strategic relationships with Third-Party Administrators, driving growth and retention while collaborating across teams to enhance service solutions. Connect with senior leadership and lead busi...

Join a team that's driving capital operations excellence in a dynamic FinTech environment. Collaborate cross-functionally to enhance funding processes and reporting, while focusing on real-time proble...

Shape the future of a global finance platform by driving innovative solutions for improved data reporting and analytics. Collaborate across teams to maximize system effectiveness and ensure the delive...

Engage strategic Financial Services accounts as a trusted advisor. Drive growth through proactive sales, expert relationship management, and innovative solutions tailored to complex enterprise challen...

Lead the delivery of ERISA compliance services for retirement plans, advising clients on regulatory matters, plan design, and fiduciary responsibilities while managing a dynamic Legal Team and support...

Join a team that's committed to transforming financial insights into strategic actions that drive growth. Collaborate across departments to optimize resource allocation and ensure effective financial...

Join a team that's dedicated to driving sales success through data analysis and insights. You will manage reporting, pricing strategies, and collaborate with cross-functional teams to enhance decision...

Transform the future of equity administration sales by leading growth strategies for mid-market public companies across the Western US, collaborating with cross-functional teams to enhance client expe...

Support legal and capital markets teams with complex financing transactions, ensuring compliance and execution of asset-backed securitizations and warehouse financings while fostering collaboration ac...

Lead the development and management of retirement plan services, ensuring compliance with regulations while collaborating across teams to enhance product offerings and client engagement. Drive strateg...

Empower your future by joining a remote financial services team, offering flexible opportunities for highly motivated individuals. Benefit from comprehensive training and mentorship while developing m...

Advance your career by leading sell-side M&A processes for founder-led businesses, driving exclusivity, mentoring talent, and shaping firm strategy in the lower middle market while partnering with exp...

Champion compliance by leading our Regulatory team to ensure adherence to the Investment Company Act and advising on initiatives that maintain the integrity of our registered funds and investment advi...

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

Accelerate progress at the heart of financial strategy, guiding leadership through insightful modeling and forecasts to drive impactful business decisions. Collaborate cross-functionally to enhance op...

Pioneer the future of retirement solutions! Lead and inspire a dynamic team of sales professionals in a high-impact role to maximize qualified retirement plan sales across diverse financial channels w...