Investment Advisor & Client Solutions Specialist
Jeffrey Spillane - State Farm Agent
Jeffrey Spillane - State Farm Agent seeks a Registered Representative - State Farm Agent Team Member in Town of Fishkill, NY. The role involves marketing financial products and assisting customers in navigating their financial options with expertise. The ideal candidate will hold a Series 6 or 7 license, possess strong investment knowledge, and demonstrate excellent customer and analytical skills. This position offers opportunities for advancement and competitive salary. #J-18808-Ljbffr Jeffrey Spillane - State Farm Agent
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Investment Advisor & Client Solutions Specialist in Fishkill, NY vacancy
- Quality Talent Group, representing a leading financial services employer, is hiring for banker positions in New York City. The role offers robust support with comprehensive benefits such as health coverage, 401(k), and opportunities for career advancement. Ideal candidates...Suggested
Quality Talent Group
Chelsea, NY2 days ago - Hudson Valley Credit Union in Hopewell Junction is seeking a Relationship Advisor to provide exceptional member service while processing transactions and fostering new relationships. The ideal candidate will have a high school diploma, relevant sales experience, and the...Suggested
$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people and... .... Personal Bankers engage clients in deeper conversations to uncover... ...and provide guidance and solutions to assist in client's financial... ...of partners such as Key Investment Services, Mortgage and Business...SuggestedHourly payWork experience placementDay shiftKey Bank
Fishkill, NY5 days ago- Quality Talent Group is recruiting bankers for a leading national bank in the Consumer, Small, and Business Banking division. This role offers competitive pay and a comprehensive benefits package including health coverage, 401(k), and paid time off. The ideal candidates...Suggested
Quality Talent Group
Newburgh, NY2 days ago - A leading financial institution in Village of Fishkill seeks a Personal Banker to offer tailored financial solutions and engage clients in their financial wellness journey. The role involves building relationships with clients, opening accounts, and ensuring compliance...SuggestedHourly pay
- A leading energy consulting firm is looking for an Energy Solutions Consultant to drive sales growth while working remotely. Ideal candidates... .... Join a supportive environment and leverage an extensive supplier network to ensure client satisfaction and success. #J-18808-LjbffrRemote work
Navigate Power
Poughkeepsie, NY2 days ago - ...at FASTSIGNS we pride ourselves in the services we provide our clients (our client relationships), as well as, the growth we foster in... ...Responsibilities will entail: Educating customers on the best solution for their needs Communicate the customers needs to your...
- ...Customer Solutions Center Representative At Rhinebeck Bank, we pride ourselves on being local, involved, and responsible. We're committed to helping our customers while fostering a positive work environment for our employees. If you're a motivated, detail-oriented individual...Hourly payLocal area
- ...Shelter Air collaborates across trades to provide holistic home solutions, ensuring performance and convenience. As an industry leader,... ...Description This is a contract Sales & Administrative Support Specialist position based in our Beacon, NY office. This is an in-office...Contract workWork at office
Shelter Air
Beacon, NY1 day ago - ...Solutions Sales Representative Sciens Building Solutions is seeking a Solutions Sales Representative for our life safety, security,... ...ability to organically grow business by providing solutions to new client base. In-depth understanding of fire alarm life safety...Temporary workFor contractorsNight shift
$65k - $70k
...high quality provider in the investment services industry and is focused... ...talented Virtual Wealth Advisors who proactively identify and... ...this trusted advisor is to grow client assets, retain and acquire new... ...service and sales solutions to meet clients’ financial needs...Currently hiringWork at officeLocal areaFlexible hours$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Beacon, NYmore than 2 months ago- Hudson Valley Credit Union is seeking a Relationship Advisor to provide exceptional member service, efficiently process transactions, and enhance relationships. The role includes educating members on services, handling cash transactions, and promoting HVCU's products. Candidates...
- ..., NY is seeking an Entry-Level Sales & Administrative Support Specialist. This in-office role provides crucial support to the sales team... ...organizational skills. Join us to contribute to enhancing indoor air quality and home comfort solutions. #J-18808-Ljbffr Shelter AirWork at office
$100k
...customers about different options available and recommend the best solutions to meet their specific needs. Problem Solver: Assist... ...Incentive and Bonus programs for additional earning opportunities Invest in yourself: We offer tuition reimbursement and employee...Full timeLocal areaWeekend workPeople Science
Wappingers Falls, NY1 day ago$33.7k - $55.36k
...necessity. A career at Optimum means you'll be enabling progress and enhancing lives by providing reliable, high-speed connectivity solutions that keep the world connected. Our successes, now and in the future, are powered by our amazing product, a commitment to our...Full timeLocal areaWeekend workAltice USA
Wappingers Falls, NY2 days ago- ...an outgoing and customer-focused individual to join their team. The role involves establishing customer relationships and educating clients on insurance options, with a strong emphasis on communication and problem-solving skills. Selected candidates will benefit from a...For contractorsFlexible hours
$21 - $22 per hour
...Responds efficiently and accurately to customers, explaining possible solutions, and ensuring our customers feel supported and valued. Engages... ...products and services as well as in customer service and client relationship management. Able to effectively manage call volume...Hourly payWork at officeHome officeFlexible hoursCasella Waste Systems
Hopewell Junction, NY4 days ago$25 - $26.77 per hour
The role involves engaging clients in the lobby to educate and assist with transactions... ...conversations, and connecting clients to solutions that meet their financial goals. Responsibilities... ...experts in small business, lending, and investments. Manages financial center traffic,...Hourly payFlexible hoursShift workWeekend workDay shift- ...our company and how we deliver for our clients, teammates, communities and shareholders... ...range of backgrounds and experiences and invest heavily in our teammates and their families... ...priorities and connecting clients to solutions that meet the financial goals. Required...Flexible hoursShift workWeekend workDay shift
$76.8k - $96.1k
...started back in 1874. Join us as a Customer Care & Dispute Specialist Your main responsibilities Role Objective The... ...recurring issues (e.g., frequent billing inaccuracies) and propose solutions to prevent future disputes. Highlight high-priority customers...Contract workLocal areaSchindler
Chelsea, NY5 days ago- ...creating memorable experiences for our clients and employees, making them feel welcomed... ...utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...cards, mortgages, auto financing, investment advice, small business loans and payment...Immediate startAfternoon shift
- ...we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood... ...culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and...Afternoon shift
$85k - $120k
...join the Design & Construction Team. The client for this project is the NYS Office of General... ..., architectural, and program management solutions. You can become part of an organization... ...We are committed to your success, and we invest in your growth and development to unlock...Contract workFor contractorsWork at officeImmediate startThe LiRo Group
Poughkeepsie, NYa month ago$60k - $150k
...opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges... ...wealth management. • Educate clients on investment options, retirement planning, and risk... ...the answer is yes, consider becoming an advisor to drive positive impact in the lives of...New York Life
Fishkill, NY5 days ago- KeyBank in Fishkill, NY, is looking for a Personal Banker who will engage with clients to understand their financial needs and provide customized solutions. This role involves opening accounts, achieving sales goals, and contributing to a positive banking experience. The...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a... ...business where you can help your clients achieve their goals through... ...Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Poughkeepsie, NY2 days ago- ...security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions... ...of financial products and services we offer, you’ll help clients develop a sound, long‑term strategy to achieve their financial...Full timePart timeImmediate startFlexible hours
New York Life Insurance Company
New Windsor, NY1 day ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...where you can help your clients achieve their goals through financial... ...• Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern...Work at officeUnavailable
Poughkeepsie, NY3 days ago$42k - $90k
...term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in... ...population Process Improvement Design and develop in-house technical solutions and dashboards. Contribute directly to technical implementation...Work experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Advisor & Client Solutions Specialist. Be the first to apply!
Related searches
- full time customer service representative work from home Fishkill, NY
- registered investment advisor
- investment advisor representative
- investment advisor
- real estate investment associate
- junior investment advisor
- investment consultant
- senior investment advisor
- investment operations associate
- junior investment consultant