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Keywords: Wealth Management Sales Assistant, Location: Poughkeepsie, NY

Page: 1

Wealth Management Sales Assistant

Overview: Hudson Valley Credit Union is currently recruiting for the position of Sales & Service Assistant. Primary... of Wealth Management. Responsibilities: Support Financial Advisors in serving clients by preparing for meetings, investment...

Posted Date: 31 Jan 2026
Salary: $24.3 - 29.44 per hour

Wealth Management Sales Assistant

Assistant. Primary Function: Perform administrative and sales support duties to ensure the execution of account transactions... for members and clients of Wealth Management. Responsibilities Support Financial Advisors in serving clients by preparing...

Posted Date: 31 Jan 2026