Financial Services Professional
$60k - $150kNew York Life - Hudson Valley
Job Description
Job Description
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. You will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
Compensation:$60,000 - $150,000
Responsibilities:- Guide clients through financial planning processes to help them achieve their goals.
- Analyze clients' financial status and develop personalized strategies for wealth management.
- Educate clients on investment options, retirement planning, and risk management.
- Build and nurture long-term relationships with clients, ensuring trust and transparency.
- Collaborate with team members to enhance service offerings and client satisfaction.
- Stay informed on industry trends and regulatory changes to provide up-to-date advice.
- Conduct regular reviews of clients' financial plans to ensure alignment with their objectives.
Are you a leader who has the following traits?
- Competitive
- Enterprising
- Coachable
- Communicative
- Self-disciplined
- Authentic
If the answer is yes, consider becoming an advisor to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
About CompanyNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
We're proud to be recognized by the following organizations:
- Fortune 2024: World's Most Admired Companies
- Handshake 2025: Early Talent Award
- Forbes 2024: America's Best Employers for Diversity
- Seramount: 2024 Best Companies for Multicultural Women
We’re proud of the help we’ve provided and continue to provide clients:
- 1 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies.
- $983 million LIFETIME ANNUITY INCOME PAID.
- $6 billion IN LIVING BENEFITS AWARDED.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
Vacancy posted 29 days ago
Similar jobs that could be interesting for youBased on the Financial Services Professional in Beacon, NY vacancy
$60k - $150k
...protect their families and attain their financial goals. As a mutual company, we are... ...to come. You will grow personally and professionally along with your clients. Responsibilities... ...Collaborate with team members to enhance service offerings and client satisfaction. • Stay...SuggestedNew York Life
Fishkill, NY3 days ago$100k
...radius of New Windsor, NY, and be authorized to work in the U.S. to be considered for this position. Entry-Level Financial Services Professional in Fishkill, NY, US Seeking a career opportunity as a Financial Services Professional with New York Life, where you...SuggestedImmediate startNew York Life - Robert Rice
Fishkill, NY2 days ago- ...Role: Join New York Life Insurance - Hudson Valley as a Financial Professional, where you will empower clients to achieve their financial... ...informed advice. Collaborate with team members to enhance service delivery and client satisfaction. Utilize CRM tools to...SuggestedWork at officeImmediate startWork from homeFlexible hours
- ...Insurance - Hudson Valley as an Entry Level Financial Advisor, where you will embark on a... ...client relationships through excellent service and follow-up. Stay updated on... ...environment that fosters personal and professional growth. Our mission is to provide financial...SuggestedWork at officeImmediate startWork from homeFlexible hours
New York Life Insurance - Hudson Valley
Beacon, NYa month ago $52k - $210k
...makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes... ...compliance record. Demonstrated team player and high quality service provider. Licensing: NASD Series 6 and Life License. Series 7...SuggestedBase plus commissionFull timePart timeLocal areaFlexible hoursNBT Bancorp
Newburgh, NY5 days ago$18.5 - $23.42 per hour
...Banker is to deliver high quality customer service and responsiveness while providing... ...so you can thrive both personally and professionally. Community Involvement NBT believes community... ...NBT has built a reputation as a stable financial institution by growing our people and...Full timeTemporary workPart timeBank staffWork visaFlexible hoursNBT Bank
Newburgh, NY3 days ago- ...by ensuring the timely preparation and reporting of monthly financial results, maintaining accurate financial records, and assisting... ...acumen High attention to detail and accuracy Integrity and professionalism Initiative and self-motivation Strong organizational...Work at office
Search Solution Group
Fishkill, NY5 days ago $25 per hour
...skills - along with your broad range of financial knowledge - you'll provide... ...required ~2 years of sales and customer service experience, demonstrating an ability to... ...expected to be treated with respect and professionalism. Employment decisions are based solely...Hourly payLocal areaFlexible hoursAfternoon shiftCitizens Bank
Newburgh, NY1 day ago- ...Summary: Our award-winning client is seeking a Senior Financial Accountant to join their team. This is your chance to make a real impact. You'll be responsible for preparing financial statements, managing regulatory reporting, and collaborating with various departments...
Provision People
Newburgh, NY5 days ago $60k - $80k
...reputation to projects that range in size up to more than $300 million. With over 4,000 employees across 31 offices, E-J delivers full-service electrical solutions for rail systems, transit facilities, office buildings, hospitals, power, renewable energy, clean energy, co-...Full timeFor contractorsFor subcontractorE-J Electric Installation Co.
Newburgh, NYmore than 2 months ago$80k - $85k
...An independent wealth management and financial advisory firm founded nearly 30 years ago... ...planning, tax strategy, and family office services for individuals, families, businesses,... ...and sick time, paid holidays, and professional development/career growth programs....Work at officeLiberty Personnel Services, Inc.
Newburgh, NY12 days ago$21 - $24 per hour
Description Location: HK Programs corporate office at 2 Summit Court, Fishkill, NY 12524 Pay: $21.00 - $24.00 per hour, commensurate with experience and qualifications Schedule: Monday-Friday; 8:30am - 5:00pm Job Type: Full-Time, Non-Exempt, In Person Featured Benefit: ...Hourly payFull timeSummer workWork at officeMonday to Friday- ...detail-oriented Assistant Controller to join our growing team. You'll play a key role in ensuring the accuracy and efficiency of our financial processes, from cash management to reporting. Responsibilities: Manage cash flow, ensuring timely recording and bank...
Provision People
Newburgh, NY4 days ago $50k - $80k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-...For contractorsFlexible hours- ...documentation and responding to inquiries from tax authorities. Review financial statements to identify tax implications and tax planning... ...comprehensive wealth management, tax, and accounting services. Our approach is rooted in long-term, fundamentals-driven investing...Work at officeLocal area
$25 - $38.46 per hour
...relationship with a plan-based approach to financial advice. As a PCB, you will deliver and... ...and offering appropriate products and services. PCBs identify products and services to... ...needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private...Hourly payWork experience placementFlexible hoursDay shiftKey Bank
Fishkill, NY1 day ago- ...Description Our mission is to provide financial security and peace of mind through our... ...comprehensive array of financial products and services we offer, you’ll help clients develop a... ...goals. Training, Support, and Professional Development: New York Life offers a comprehensive...Full timePart timeImmediate startFlexible hours
$20.67 - $31.25 per hour
...guidance and solutions to assist in client's financial wellness both in person and through... ...we can have on their day, personally, professionally, and financially. Listen for clues... ...sales is more important than financial services experience. KeyBank provides the tools...Hourly payWork experience placementDay shiftKey Bank
New Windsor, NY4 days ago$120.56k
...journey. New York Life, a Fortune 69 company and a leader in the financial services industry, will invest in you from the start, training you... ...your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and...Full timeContract workWork from homeFlexible hoursNew York Life Insurance Company
New Windsor, NY4 days ago$42k - $150k
...provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and... ...limited to: the department level for its professional areas and the individual employee level to...Contract workWork at office$50k
Phillip Williams State Farm Agencies is seeking an Insurance and Financial Services Representative to support daily operations, grow the agency through client relations, and connect customer needs with agency departments. You will provide guidance on insurance and financial...$90k - $125k
...Senior Financial Analyst Location: Wappingers Falls, NY – hybrid after training period Compensation: $90,000 – $125,000 + bonus About the Company 40+ year old company that has been growing year over year. National company with multiple different entities....Creative Financial Staffing
Wappingers Falls, NY4 days ago- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key...Flexible hoursShift workWeekend workDay shift
$45k - $65k
...improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. Responsibilities Manage customer...Full timeFlexible hoursState Farm
Newburgh, NY4 days ago- ...risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, and Renters Insurance. Our office is...For contractorsWork at office
Dina Bryan - State Farm Agent
New Windsor, NY2 days ago - ...discounts ~ Opportunity for advancement ~ Paid time off ~ Wellness resources ROLE DESCRIPTION: As a Insurance & Financial Service Representative with Phil Williams State Farm Agency, you will successfully market the financial products that manage everyday...
Phillip Williams - State Farm Agent
New Windsor, NYmore than 2 months ago - Commercial Roofing Estimator We are seeking a skilled Commercial Roofing Estimator to provide accurate labor and material estimates for a variety of commercial roofing projects. This role combines office-based planning with on-site evaluations, requiring strong technical...For subcontractorWork at office
Satori Digital
Wappingers Falls, NY5 days ago - ...Accountant to join our team at a fast-paced food manufacturing facility. This role is responsible for product costing, inventory analysis, financial reporting support, and monitoring production costs to ensure accuracy and efficiency. Position Summary The Cost Accountant...
CAFE SPICE LLC
New Windsor, NYmore than 2 months ago - ...is seeking a Commercial HVAC Estimator / Inside Sales Support professional to prepare accurate and competitive estimates for commercial HVAC... ...work meets company standards for accuracy, quality, customer service, and profitability. Compensation & Benefits ~...Full timeFor contractorsWork at office
Plimpton and Hills Corporation
Wappingers Falls, NY3 days ago $65k - $70k
Hudson Valley Shakespeare (HVS) is a professional nonprofit theater company that presents a rotating repertory season of Shakespeare, contemporary... ...a full-time Staff Accountant to support the day-to-day financial operations of our growing organization. This is seasonally...Permanent employmentFull timeSummer workWork at officeImmediate startRemote work1 day per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Professional. Be the first to apply!
