Jobs near New Paltz: 1,076
RS
Relevance Score ranked on: FINANCIAL PLANNING
J.P. Morgan Wealth Management – Private Client Advisor – New Paltz, NY
New Paltz
At J. P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform ...
Search Terms: Client Advisor, Management, Wealth, Advisor, Financial Planning
80
0mi
Updated: July 09
Branch Manager
New Paltz
Pay Range: $73,714.00 - $98,285.00 Oversees a Tier III branch. As a leader of the branch team, is a role model in providing exceptional customer service while promoting and offering bank products and services, as they coincide with customer need. Leads, manages and coaches their branch team to achiev...
Search Terms: Branch Manager, Financial Planning, Manager, Leadership, Support
79.4
0mi
Updated: June 27
Financial Analyst- Capital Management
Poughkeepsie
Financial Analyst- Capital Management? Financial Analysts work within the Finance and Accounting group and support the development of the annual business plans and budgets, and 5-year forecast. Financial Analysts analyze financial information monthly, perform analyses that support internal customer n...
Search Terms: Financial Analyst, Management, Analyst, Financial Planning, Financial
78.7
9.6mi
Updated: July 28
Senior Commercial Banking Relationship Manager
Newburgh
Pay Range: $130,650.00 - $174,169.00 Responsible for New Business Development activities, dealing with large, high net worth customers and complex transactions. Evaluates loan applications and assesses credit worthiness of applicant. Maintains a loan portfolio that includes gathering relevant financi...
Search Terms: Relationship Manager, Commercial, Banking, Relationship, Manager
76.9
16mi
Updated: July 27
Director - Finance
Poughkeepsie
Director - Finance? Our company is a regulated utility with $1 billion in annual revenues, $2.8 billion in rate base, $350 million in annual capital expenditures, $315 million in O&M costs (excluding commodity costs), and a workforce of approximately 1,275 employees. We are seeking a strategic and ex...
Search Terms: Director, Finance, Financial Planning, Forecasting, Regulatory Affairs
75.5
9.6mi
Updated: June 24
Licensed Private Client Banker
Montgomery
Location:1031 Route 17 k - Montgomery, New York 12549 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with...
Search Terms: Client Banker, Licensed, Private, Banker, Financial Planning
74
16mi
Updated: July 24
Market Leader Sales Executive
Poughkeepsie
This job includes a base rate plus commissions. Total Potential Annual Earnings: $55,500 - $260,000 Account Executive's are primarily responsible for retaining and servicing the needs of existing customers. Account Executives will focus on their customer's risk profile to make recommendations for bot...
Search Terms: Leader, Executive, Sales, Account Executive, Financial Planning
74
9.6mi
Updated: June 20
Market Leader Sales Executive - P&C Insurance
Poughkeepsie
This job includes a base rate plus commissions. Total Potential Annual Earnings: $60,000 - $350,000 Focused in the P&C space, the Market leaders are responsible for maintaining and growing internal relationships with all regional banking divisions within their assigned community bank region. Market l...
Search Terms: Leader, Insurance, Executive, Business Development, Financial Planning
74
9.6mi
Updated: June 20
Refrigeration/HVAC Maintenance
New Paltz
Search Terms: Maintenance, HVAC, Refrigeration, Property Management
0
0mi
Updated: July 27
Front Desk Clerk - Part Time, Year Round
New Paltz
The Desk Clerk performs receptionist and customer service work helping to represent Mohonk Mountain House in the best way possible as they often serve as the guest's first impression of the resort. The Desk Clerk is responsible for checking guests in/out of rooms graciously, efficiently, and accurate...
Search Terms: Clerk, Front Desk, Part Time, Customer Service, Reservations
0
0mi
Updated: July 27
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