Investment Advisor Jobs in Poughkeepsie, NY

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...

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...

Optimize investment accounting through precise financial reporting and regulatory compliance. Collaborate with teams and enhance systems for accurate data presentation while supporting audits and assi...

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...

Join a team that's pivotal in financial reporting and analysis, providing insights for strategic decisions. Collaborate across departments to enhance annuity performance, leveraging your expertise to...

Grow your leadership skills by managing a high-performing sales team that engages with financial intermediaries to promote and sell qualified retirement plans across a defined territory, ensuring targ...

Elevate your career by ensuring compliance and quality in institutional client communications, while collaborating with cross-functional teams to enhance business standards and drive growth in a fast...

Explore a rewarding opportunity to manage a multifamily real estate portfolio, ensure compliance, and enhance investor value through strategic oversight and stakeholder collaboration. Contribute to lo...

Transform client experiences in wealth management by leading trainings, resolving complex issues, and coaching associates to ensure compliance and excellence in service delivery across the Private Cli...

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...

Help us enhance valuation processes by analyzing equity and fixed income securities, conducting research, and presenting findings. Collaborate with teams to ensure accurate valuations for diverse inve...

Collaborate with us in shaping the future of private funds by negotiating complex agreements, drafting vital legal documents, and advising on regulatory matters to ensure compliance and facilitate gro...

Engage with key stakeholders in the Private Equity sector, driving strategic relationships and business development initiatives that enhance value creation across portfolio companies through technolog...

Innovate by overseeing complex cross-functional projects, ensuring timely delivery and alignment with strategic objectives while leading and mentoring teams through ambiguity and change...

Join a team that's dedicated to conducting thorough branch examinations across the U.S. Utilize your expertise in securities compliance to ensure adherence to regulations, communicate findings, and su...

Support the execution and management of a $5B+ investment portfolio, collaborating with Portfolio Managers to enhance risk awareness and market responsiveness in a dynamic trading environment...

Grow your career with a role that leverages your RIA operations expertise to enhance advisor and client experiences, engage with market prospects, and build lasting relationships in the financial serv...

Elevate your career by overseeing complex custom software projects, partnering directly with enterprise clients to identify needs, manage requirements, and ensure high-quality implementations that dri...

Design and manage enterprise software implementation projects, ensuring alignment between business needs and technical development. Collaborate with clients and internal teams to deliver high-quality...

Unlock operational excellence by serving as a vital link between clients and our service teams, streamlining claims processing and data management while enhancing client satisfaction through effective...

Shape the future of financial excellence by leading high-impact analysis and reporting. Collaborate with cross-functional teams to enhance financial performance, while providing insights that drive st...

Join a team that's redefining client service by providing personalized financial planning and investment management. Your experience will be crucial in enhancing client relationships and achieving sal...

Innovate digital retirement offerings by developing client-centric strategies and collaborating across teams to ensure regulatory compliance and enhance user experience for self-directed clients...

Champion innovative digital product strategies to enhance customer financial confidence and outcomes. Collaborate cross-functionally to deliver intuitive solutions in a highly regulated environment, i...