Financial Planning Representative
1 week ago
We are seeking a talented Financial Planning Representative to join our rapidly expanding team in the Capital Region Albany, New York area. This role offers a unique chance to build a successful career in financial planning and management.
The ideal candidate will have a strong academic background, excellent communication skills, and a passion for helping clients achieve financial security. In this position, you will work closely with our experienced team to develop and implement customized financial plans for our clients. You will also be responsible for building relationships with new and existing clients, identifying their financial goals, and providing guidance on various financial products and services.
This is an exceptional opportunity for a motivated and ambitious individual to launch their career in the financial industry. As a Financial Planning Representative, you will have the potential to earn a competitive salary of approximately $60,000 per year, plus commissions and bonuses. Our company offers a comprehensive benefits package, including support for insurance licensing, product development stipends, and opportunities for professional growth and development.
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Financial Planning Associate
7 days ago
Poughkeepsie, New York, United States Northwestern Mutual Full timeAbout UsNorthwestern Mutual has helped clients achieve financial security for over 160 years. As one of the "World's Most Admired" companies, we combine expertise with personalized digital experiences to give our clients control over their financial lives.We offer a tailored approach, including insurance, investments, and annuities, to reinforce each other...
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Financial Representative Associate
1 week ago
Poughkeepsie, New York, United States Northwestern Mutual Full timeJob OverviewWe are seeking an energetic and ambitious Financial Representative to join our rapidly expanding office in the Capital Region Albany, New York area. As a Financial Representative, you will play a vital role in helping clients achieve financial security through comprehensive and innovative financial planning.Our Financial Representatives are...
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Capital Region Financial Planning Specialist
1 week ago
Poughkeepsie, New York, United States Northwestern Mutual Full timeAbout UsNorthwestern Mutual is a Fortune 100 company with a rich history of helping clients achieve financial security. With over 160 years of experience, we combine expertise with innovation to provide tailored financial solutions.Job DescriptionThis is an exciting opportunity to join our team as a Financial Representative and make a meaningful impact on...
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Financial Planning Specialist
2 weeks ago
Poughkeepsie, New York, United States SysMind Tech Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist - .NET to join our team at SysMind Tech. As a key member, you will be responsible for analyzing clients' financial situations, identifying investment objectives, and making recommendations through a customized financial planning process.About the RoleIn this role, you will work closely...
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Energetic Financial Professional Wanted
2 weeks ago
Poughkeepsie, New York, United States Northwestern Mutual Full timeUnlock Your Potential with Northwestern MutualWe are seeking an energetic and results-driven Financial Representative to join our team in the Capital Region Albany, New York area. As a key member of our team, you will be responsible for building and maintaining relationships with new and existing clients, identifying their financial goals, and providing...
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Summer Internship
1 week ago
Poughkeepsie, New York, United States Northwestern Mutual Full timeAbout UsWe are a comprehensive financial services company that has been helping clients achieve financial security for over 160 years. Our company is built on a foundation of trust, integrity, and exceptional service.Job DescriptionAs a Financial Representative intern at Northwestern Mutual, you will work directly with clients to help them achieve their...
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Career Development Representative
2 weeks ago
Poughkeepsie, New York, United States Northwestern Mutual Full timeAbout Northwestern MutualWe have been helping clients achieve financial security for over 160 years, combining expertise with personalized digital experiences to empower our clients. Our tailored approach includes insurance, investments, and annuities to reinforce each other and keep our clients on track to meet their goals.Job OverviewThis is a unique...
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Customer Service Representative
2 weeks ago
Poughkeepsie, New York, United States Robert Many - State Farm Agent Full timePosition Summary:Robert Many - State Farm Agent is seeking a skilled Customer Relations Representative to join their dynamic team. In this role, you will engage with customers, promote State Farm's insurance and financial services, and drive business growth through lead generation and appointment coordination.Key Responsibilities:Foster long-term customer...
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Summer Financial Associate
7 days ago
Poughkeepsie, New York, United States Northwestern Mutual Full timeCompany OverviewWe are Northwestern Mutual, a Fortune 100 company with over 160 years of experience helping clients achieve financial security. Our mission is to provide comprehensive and innovative financial planning solutions that meet the unique needs of our clients.
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Financial Operations Specialist
1 month ago
Poughkeepsie, New York, United States Arnoff Moving & Storage, Inc. Full timeJob SummaryWe are seeking a detail-oriented and analytical Financial Operations Specialist to support our organization's financial operations in Poughkeepsie, NY. The ideal candidate will assist in preparing financial reports, processing transactions, and maintaining accurate records.Key Responsibilities:Assist in the preparation of financial reports,...
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Banking and Financial Technology Expert
2 weeks ago
Poughkeepsie, New York, United States SysMind Tech Full timeAbout the JobSysMind Tech is seeking a talented Banking and Financial Technology Expert to join our team. As a key member, you will be responsible for working with clients to analyze their financial situations, identify investment objectives, and make recommendations through a customized financial planning process.Key ResponsibilitiesCollect and analyze...
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College Internship Opportunity
2 weeks ago
Poughkeepsie, New York, United States Northwestern Mutual Full timeAchieve Financial Success with Northwestern MutualWe are seeking a driven and entrepreneurial College Intern to join our team in the Capital Region Albany, New York area. As a Financial Representative Intern, you will have the opportunity to gain hands-on experience in financial planning, sales, and business development while working with a top-ranked...
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Customer Service Representative
1 month ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob Title: Customer Service RepresentativeCompany Overview: Marshall & Sterling Inc is a leading insurance agency dedicated to delivering exceptional service to our clients.Job Description:Respond promptly to client inquiries and address their individual needs in a professional manner.Review policy coverage and identify areas for enhancement, working closely...
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Business Development Representative
7 days ago
Poughkeepsie, New York, United States Scott Marxer - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and experienced Business Development Representative to join our team as an Insurance Specialist. This is an exciting opportunity to work alongside Scott Marxer, State Farm Agent, in running a business. As a member of our team, you will develop customer relationships and promote State Farm products such as auto,...
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Financial Services Representative Intern
7 days ago
Poughkeepsie, New York, United States Northwestern Mutual Full timeSalary and BenefitsThe estimated salary for this role is $60,000 - $80,000 per year, plus commissions and bonuses based on performance. We also offer a range of benefits, including development stipends, productivity bonuses, and support for insurance licensing and registration.
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Family Support Representative
2 weeks ago
Poughkeepsie, New York, United States Agent Alliance Full timeJob DescriptionAs a Family Support Representative with Agent Alliance, you will serve as a liaison between our organization and families seeking protection for their loved ones. Your primary responsibilities will include consulting with families, scheduling virtual meetings, and customizing benefit plans to meet their unique needs.RequirementsExcellent...
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Wireless Sales Representative
6 days ago
Poughkeepsie, New York, United States GP Mobile Full timeUnlock Your Potential in Wireless SalesWe're seeking highly motivated individuals to join our team as Wireless Sales Representatives at GP Mobile, an Authorized T-Mobile Retailer. As a key member of our sales team, you'll play a critical role in delivering exceptional customer experiences and driving sales growth.About the Role:Build relationships with...
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Tire and Service Expert Representative
1 week ago
Poughkeepsie, New York, United States Auto Repair & Tire Inc Full timeAbout the Role:We are seeking a highly motivated and experienced Tire and Service Expert Representative to join our team at AUTO REPAIR & TIRE INC in Poughkeepsie, NY. This dynamic individual will play a vital role in growing our customer base, fostering strong relationships with existing clients, and ensuring seamless service delivery.The ideal candidate...
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Front Desk Dental Associate
2 weeks ago
Poughkeepsie, New York, United States 42 NORTH DENTAL LLC Full timeJob OverviewThis is an excellent opportunity for a motivated individual to work as a Patient Care Representative at 42 North Dental LLC. As a key member of our team, you will be responsible for delivering exceptional patient care and administrative support.Key ResponsibilitiesCommunicate Effectively: Interact with patients in a positive and professional...
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Dental Support Coordinator
2 weeks ago
Poughkeepsie, New York, United States 42 NORTH DENTAL LLC Full timeAbout the RoleWe are seeking a highly skilled Patient Care Representative to join our team at 42 North Dental LLC. In this role, you will play a vital part in ensuring exceptional patient service and administrative support.ResponsibilitiesAdministrative Support: Provide front-line communication with patients via phone and in-person, scheduling appointments,...