Investment Advisor Jobs in Poughkeepsie, NY

Shape clients' financial futures by offering tailored investment strategies and guidance, while collaborating within a team to drive business growth and exceed sales targets through strategic planning...

Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...

Shape the future of investment management by building lasting relationships with advisors in the Pac NW. Drive growth in mutual funds, SMAs, and ETFs through expert insights and innovative strategies...

Help us drive success in investment strategy for UHNW clients, overseeing portfolio management from proposal to implementation. Utilize your experience to lead analysis, due diligence, and build stron...

Empower clients to achieve financial security through personalized planning and advisory services. Build your own practice while receiving comprehensive training and support for licenses, fostering a...

Shape the future of client relationships by driving sales and revenue growth through effective consultative engagements. Collaborate with cross-functional teams to leverage data analytics, optimize fi...

Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...

Join our dynamic U.S. Wealth team to enhance client relationships and support strategic initiatives in investment management, leveraging your analytical skills to drive results and facilitate communic...

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...

Transform data into actionable insights by analyzing investment performance attribution across diverse asset classes. Collaborate with investment teams to refine strategies and enhance decision-making...

Join the compliance team to ensure investment limits adherence in ETFs, managing the full lifecycle of trading compliance from policy implementation to monitoring, while collaborating across functions...

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

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...

Launch your career as a Financial Planner, guiding clients to achieve their goals through strategic planning and personalized advice. Enjoy mentorship and training while building a successful practice...

Transform client engagement and operational strategy to drive retention and growth. Lead a high-performing team across diverse platforms and enhance client experience while ensuring compliance and inn...

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...

Help us empower clients by driving meaningful financial conversations and consolidating their assets to achieve savings goals using industry-leading tools and expertise, while cultivating strong relat...

Unlock potential by producing impactful research and thought leadership for investors. Collaborate with teams to create accessible narratives, engage clients, and elevate the firm's standing in altern...

Transform client experiences by developing tailored financial plans, enhancing their financial wellness through expert consultations, and delivering comprehensive solutions that prioritize their uniqu...

Build and grow client relationships as you manage a robust book of business. Leverage a strong referral network to deliver tailored investment and insurance solutions that align with client goals in t...

Drive business growth by developing strong client relationships within the private wealth sector. Leverage your expertise in wealth management to optimize sales strategies and contribute to a collabor...

Explore your potential as a financial strategist, guiding clients through comprehensive planning. Leverage your analytical skills and industry knowledge to craft personalized investment strategies and...

Drive the strategic management and execution of sophisticated 10b5-1 trading plans for ultra-high net worth clients, providing expert analysis, education, and client concierge services while collabora...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Transform your career by serving as a risk advisor in a dynamic Wealth Management environment, supporting strategic initiatives and guiding teams to mitigate risks while enhancing business practices a...