- Develop new relationships and sales opportunities
- Promote and cultivate firm reputation among referral sources and the community
- Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews
- Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply
- Participate in all critical management and service decisions, including vender evaluation, process design, and other tasks as requested
- Proven track record of professional success
- Self-motivated, highly driven and entrepreneurial personality
- Relationship-building skills and commitment to establishing long-term clients
- Strong desire for performance driven compensation and growing earnings potential
- The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Previous experience in the independent financial services culture preferred
- Series 7 and 65/66 license required
- CFP, CPA, CFA, or ChFC preferred (or ability to obtain)
-
Lead Advisor
2 weeks ago
Kestra Financial Wappingers Falls, United StatesSummary · The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. · Essential Duties And Responsibilities · Develop new relationships and sales opportunities · Promote and cultivate firm ...
-
Junior Financial Advisor
3 weeks ago
NebulaTech Wappingers Falls, United StatesMLP is looking for a Junior Financial Advisor (m/f/d) in Mannheim, Wappingers Falls. · A meaningful and fulfilling role: · - As an independent advisor, you will develop financial concepts and support people in making better career and financial decisions. · - You will accompany y ...
-
Nurse Case Manager
1 week ago
Nuvance Health Poughkeepsie, United States**Description** · Nuvance Health has a network of convenient hospital and outpatient locations — Danbury Hospital, New Milford Hospital, Norwalk Hospital and Sharon Hospital in Connecticut, and Northern Dutchess Hospital, Putnam Hospital Center and Vassar Brothers Medical Center ...
-
Phlebotomist Group Lead
2 weeks ago
Quest Diagnostics Poughkeepsie, United StatesOverview: · **Phlebotomist Group Lead - Poughkeepsie, NY - Monday-Friday 8:00AM-4:00PM (Rotational Weekends)** · Represents the face of our company to patients who come to Quest Diagnostics, both as part of their health routine or for insights into life-defining health decisions. ...
-
Nurse Case Manager
15 hours ago
Nuvance Health Poughkeepsie, United StatesNuvance Health has a network of convenient hospital and outpatient locations — Danbury Hospital, New Milford Hospital, Norwalk Hospital and Sharon Hospital in Connecticut, and Northern Dutchess Hospital, Putnam Hospital Center and Vassar Brothers Medical Center in New York — plus ...
-
Account Associate
1 week ago
Mike Mills - State Farm Agent Red Hook, United States**Benefits**: · - Salary Plus Commissions · - Free food & snacks · - Paid time off · - Training & development · Position Overview · I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspir ...
-
Cfo
1 week ago
Williams Lumber Rhinebeck, United StatesSummary: Oversee all financial activities of the company including responsibility for preparing and maintaining detailed budgets, directing the fiscal functions in accordance with Generally Accepted Accounting Principles (GAAP), analysis and timely reporting of performance to key ...
-
IT Technician Ii/iii
1 week ago
TeamLogic IT of Kingston, NY Kingston, United States**IT Technician II/III Job Description** · **About TeamLogic IT** · TeamLogic IT is a national provider of technology services and solutions. We help our customers with their current and future IT needs by delivering solutions that assure high availability, security and flexibili ...
-
Dispatcher
3 weeks ago
Lithia Motors Wappingers Falls, United StatesDealership: · L0711 DCH Wappingers Falls Toyota · Wappingers Falls Toyota · Are you a Service Dispatcher Looking for a New Opportunity? · Want to Look Forward to Going to Work Every Day? · DCH Wappingers Falls Toyota is Hiring Now · That's right.... Love your job Join the ...
-
Dispatcher
1 week ago
Lithia & Driveway Wappingers Falls, United StatesDealership:L0711 DCH Wappingers Falls Toyota · Wappingers Falls Toyota · Are you a Service Dispatcher Looking for a New Opportunity? · Want to Look Forward to Going to Work Every Day? · DCH Wappingers Falls Toyota is Hiring Now · That's right.... Love your job Join the award-winn ...
-
Personal Banker
6 days ago
Key Bank Wappingers Falls, United StatesLocation: · 1555 Route 9 - Wappingers Falls, New York 12590 · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance ...
-
Corporate Lawyer: Environmental and Energy Law
2 weeks ago
Apex Dynamics Napanoch, United StatesTogether we are the force of change As Austria's leading energy company, we rely on the power of water, wind, and sun like few others in Europe. We are also investing in green hydrogen as a future technology. The VERBUND Innkraftwerke produce green energy from pumped storage powe ...
-
HR Manager
2 weeks ago
Radiant Innovations Lakeside Woods, United StatesWe create safe environments – We eliminate explosive threats and restore habitats. We combine our innovative and proven technologies with operational experience to ensure efficient and sustainable clearance of landmines and other types of ammunition. As a privately owned company ...
-
Arborist - Account Manager
5 days ago
SavATree Bedford Hills, United States**Job Summary**: As a Sales Arborist your focus will be to develop, grow and support your assigned sales territory. This role will involve spending time with clients and prospects to diagnose and monitor landscapes, as well as estimating jobs and providing estimates for the work ...
-
Branch Manager
16 hours ago
Keybank National Association Marlboro, United StatesLocation: · 1 Western Avenue - Marlboro, New York 12542 · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providi ...
-
Branch Manager
6 hours ago
KeyBank Marlboro, United StatesJob Description · Location: · 1 Western Avenue - Marlboro, New York 12542Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is cap ...
-
Personal Banker
6 hours ago
KeyBank Marlboro, United StatesJob Description · Location:1 Western Avenue - Marlboro, New York 12542Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidan ...
-
Individual Product Advisor
2 weeks ago
MVP Health Care Fishkill, United StatesIndividual Product Advisor · Dutchess County, NY, USA Fishkill Office, 300 Westage Business Center Drive, Fishkill, New York, United States of America Orange County, NY, USA Tarrytown Office, 303 South Broadway, Tarrytown, New York, United States of America Westchester County, NY ...
-
Individual Product Advisor
2 weeks ago
MVP Health Care Fishkill, United StatesIndividual Product Advisor · Dutchess County, NY, USA · • Fishkill Office, 300 Westage Business Center Drive, Fishkill, New York, United States of America · • Orange County, NY, USA · • Tarrytown Office, 303 South Broadway, Tarrytown, New York, United States of America · • W ...
-
Individual Product Advisor
2 weeks ago
MVP Health Care Fishkill, United StatesDutchess County, NY, USA ● Fishkill Office, 300 Westage Business Center Drive, Fishkill, New York, United States of America ● Orange County, NY, USA ● Sullivan County, NY, USA ● Ulster County, NY, USA · Req #1968 · Thursday, March 28, 2024 · Over 35 years strong and fueled by 1, ...
Lead Advisor - Wappingers Falls, United States - Kestra Financial Independent Advisor
Description
Job Description
Job DescriptionSummary
The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients.
Essential Duties and Responsibilities
Knowledge, Skills, and/or Abilities
Education and/or Experience
Certificates, Licenses, and/or Registration