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Wealth Advisor

0745b757 B554 4ab1 810c 85cbe8a0a895 19000101 000001 · Goshen, NY, US, Goshen, NY · Active · $85,000–$130,000 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
Company0745b757 B554 4ab1 810c 85cbe8a0a895 19000101 000001
TitleWealth Advisor
Normalized title-
Department / team-
LocationGoshen, NY, United States
Work model-
Employment typeFull Time
Salary$85,000–$130,000 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-04-01 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from 0745b757 B554 4ab1 810c 85cbe8a0a895 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Goshen.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company0745b757 B554 4ab1 810c 85cbe8a0a895 19000101 000001
Source268112d8-d960-4e11-a153-38f3cf7cfa4b
ATS providerADP Workforce Now Recruiting

Description

General Summary : Perform all aspects of portfolio management to meet client objectives, while maintaining existing client relationships and developing new business. Mandatory Duties and Job Responsibilities: Foremost focus on managing client portfolios to their investment objectives, while executing on the investment philosophy of the firm Own the client lifecycle experience – build client resumes, evaluate client risk parameters, assist client in establishing and regularly revisiting goals/objectives, create/adjust an appropriate investment plan, and consistently monitor ongoing financial situation/investments Responsible for broadening and deepening existing client relationships through asset consolidation as well as positioning OIA and Bank resources as components of the Trusted Advisor continuum Adherence to all compliance mandates including but not limited to; senior (elder) client reviews, annual (at a minimum) reviews for all clients, documentation of all client interactions, maintaining awareness of enterprise risk, etc. Strict observance toward utilization of all relevant order management and Client Relationship Management technologies Balance assets under management growth on both increasing share of wallet and new client inflows, while maintaining a focus on assets under management retention Work within Wealth Advisor team structure to serve existing clientele while establishing inroads to new business development Represent Orange Investment Advisors in geographic footprint as needed. OTHER RESPONSIBILITIES Maintenance of client confidentiality and trust is of the utmost importance Position requires ability to absorb large amounts of information and be able to communicate opinions/advice to Investment Policy Committee and clients and assist in developing strategies to mitigate risk in client portfolios Decision making can have long term effects on firm reputation and client satisfaction Position requires regular communication with management, colleagues and both internal and external clients Prudent management of a miscellaneous expense budget EDUCATION, CERTIFICATION, EXPERIENCE: Required: Bachelor’s Degree; Series 65/66; 3-5 years of experience in the financial industry Preferred: Professional industry designations: CFP, ChFC, CIMA as examples KNOWLEDGE, SKILLS, ABILITIES: Knowledge of industry regulations as well as internal processes and controls, procedures and workflow. Ability to operate effectively in a team environment as well as be able to work independently. Ability to meet deadlines and work in a fast paced environment and demonstrate a proven track record of multi-tasking with a strong sense of urgency. Must be detail oriented and organized with excellent follow up, written and verbal skills. Demonstrate ability to apply required regulatory and policy requirements when making decisions Need to be able to work collaboratively and to communicate ideas clearly as well as being able to work independently at times WORK ENVIRONMENT: Flexibility to work additional hours including nights, weekends and holidays, as required. Typically, the noise level in the work environment is low to moderate. Will have high volume of interactions in person and over the telephone. Fast-paced environment. May experience occasional job stress in response to job demands. Job requires both office and travel to meet with clients and candidate must be proficient in all aspects of technology PHYSICAL DEMANDS : Frequently required to sit for prolonged periods of time. Frequently required to talk and hear. Normal range of vision and hearing abilities required. Mobility required greeting and assisting employees and visitors. Frequently required to skillfully operate a computer, telephone and other standard office equipment. Travel between locations. Occasionally travel outside of work location to attend meetings and training programs. Occasionally lift and/or move up to 20 pounds. Special Note: External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Investment Advisors, Inc. is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances. Upon request, individuals who are differently abled may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the firm. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job. This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.

Full job record

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Source ID268112d8-d960-4e11-a153-38f3cf7cfa4b
Board ID268112d8-d960-4e11-a153-38f3cf7cfa4b
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Provider Job Key592165
TitleWealth Advisor
Normalized Title—
Statusactive
Activeyes
Location TextGoshen, NY, US, Goshen, NY
Department—
Team—
Employment Typefull_time
Workplace Type—
Remote Policy—
CountryUnited States
RegionNY
CityGoshen
Salary Raw85000.00 To 130000.00 (USD) Annually
Salary Min85,000
Salary Max130,000
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=0745b757-b554-4ab1-810c-85cbe8a0a895&ccId=19000101_000001&lang=en_US&type=JS&jobId=592165&jwId=9201137553047_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=0745b757-b554-4ab1-810c-85cbe8a0a895&ccId=19000101_000001&lang=en_US&type=JS&jobId=592165&jwId=9201137553047_1
First Seen At2026-05-31 18:23:12Z
Last Seen At2026-06-06 20:24:20Z
Last Checked At2026-06-06 20:24:20Z
Last Changed At2026-06-06 20:24:20Z
Inactive At—
Source Posted At2026-04-01 22:54:00Z
Source Updated At—
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Extensions
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    "requisitionDescription": "<p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;text-align:justify;' data-pasted=\"true\"><strong><u><span style=\"font-size:16px;\">General Summary</span></u></strong><strong><span style=\"font-size:16px;\">: </span></strong></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;text-align:justify;'><span style=\"font-size:16px;\">Perform all aspects of portfolio management to meet client objectives, while maintaining existing client relationships and developing new business.</span></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;text-align:justify;'><br></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;text-align:justify;'><strong><u><span style=\"font-size:16px;\">Mandatory Duties and Job Responsibilities:</span></u></strong></p><div style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><ol style=\"margin-bottom:0in;list-style-type: decimal;margin-left: -0.25in;\"><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Foremost focus on managing client portfolios to their investment objectives, while executing on the investment philosophy of the firm&nbsp;</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Own the client lifecycle experience &ndash; build client resumes, evaluate client risk parameters, assist client in establishing and regularly revisiting goals/objectives, create/adjust an appropriate investment plan, and consistently monitor ongoing financial situation/investments&nbsp;</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Responsible for broadening and deepening existing client relationships through asset consolidation as well as positioning OIA <strong><em>and</em></strong> Bank resources as components of the Trusted Advisor continuum</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Adherence to all compliance mandates including but not limited to; senior (elder) client reviews, annual (at a minimum) reviews for all clients, documentation of all client interactions, maintaining awareness of enterprise risk, etc.</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Strict observance toward utilization of all relevant order management and Client Relationship Management technologies&nbsp;</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Balance assets under management growth on both increasing share of wallet and new client inflows, while maintaining a focus on assets under management retention</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Work within Wealth Advisor team structure to serve existing clientele while establishing inroads to new business development</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Represent Orange Investment Advisors in geographic footprint as needed.</span></li></ol></div><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;text-align:justify;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><strong><u><span style=\"font-size:16px;color:black;\">OTHER RESPONSIBILITIES</span></u></strong></p><div style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><ol style=\"margin-bottom:0in;list-style-type: decimal;margin-left: -0.25in;\"><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Maintenance of client confidentiality and trust is of the utmost importance</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Position requires ability to absorb large amounts of information and be able to communicate opinions/advice to Investment Policy Committee and clients and assist in developing strategies to mitigate risk in client portfolios</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Decision making can have long term effects on firm reputation and client satisfaction</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Position requires regular communication with management, colleagues and both internal and external clients</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Prudent management of a miscellaneous expense budget</span></li></ol></div><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;text-align:justify;'><br></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;text-align:justify;'><strong><u><span style=\"font-size:16px;\">EDUCATION, CERTIFICATION, EXPERIENCE:</span></u></strong></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;margin-left:71.65pt;text-indent:-53.65pt;'><u><span style=\"font-size:16px;\">Required:</span></u><span style=\"font-size:16px;\">&nbsp;Bachelor&rsquo;s Degree;&nbsp;</span></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;margin-left:71.65pt;'><span style=\"font-size:16px;\">Series 65/66;</span></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;margin-left:.25in;'><span style=\"font-size:16px;\">&nbsp;3-5 years of experience in the financial industry</span></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;text-indent:.25in;'><u><span style=\"font-size:16px;\">Preferred:</span></u><span style=\"font-size:16px;\">&nbsp;Professional industry designations: CFP, ChFC, CIMA as examples</span></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><br></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;text-align:justify;'><strong><u><span style=\"font-size:16px;\">KNOWLEDGE, SKILLS, ABILITIES:</span></u></strong></p><div style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;\"><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Knowledge of industry regulations as well as internal processes and controls, procedures and workflow.</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Ability to operate effectively in a team environment as well as be able to work independently.</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Ability to meet deadlines and work in a fast paced environment and demonstrate a proven track record of multi-tasking with a strong sense of urgency.</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Must be detail oriented and organized with excellent follow up, written and verbal skills.</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Demonstrate ability to apply required regulatory and policy requirements when making decisions</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Need to be able to work collaboratively and to communicate ideas clearly as well as being able to work independently at times</span></li></ul></div><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><br></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><strong><u><span style=\"font-size:16px;\">WORK ENVIRONMENT:</span></u></strong></p><div style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><ol style=\"margin-bottom:0in;list-style-type: decimal;\"><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Flexibility to work additional hours including nights, weekends and holidays, as required.&nbsp;</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Typically, the noise level in the work environment is low to moderate.&nbsp;</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Will have high volume of interactions in person and over the telephone.&nbsp;</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Fast-paced environment.&nbsp;</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>May experience occasional job stress in response to job demands.<strong>&nbsp;</strong></span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style='line-height:115%;font-family:\"Times New Roman\",serif;font-size:16px;'>Job requires both office and travel to meet with clients and candidate must be proficient in all aspects of technology</span></li></ol></div><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><br></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><strong><u><span style=\"font-size:16px;\">PHYSICAL DEMANDS</span></u></strong><strong><span style=\"font-size:16px;\">:</span></strong></p><div style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><ol style=\"margin-bottom:0in;list-style-type: decimal;margin-left: 0in;\"><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style=\"font-size:16px;\">Frequently required to sit for prolonged periods of time.</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style=\"font-size:16px;\">Frequently required to talk and hear.</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style=\"font-size:16px;\">Normal range of vision and hearing abilities required.</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style=\"font-size:16px;\">Mobility required greeting and assisting employees and visitors.</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style=\"font-size:16px;\">Frequently required to skillfully operate a computer, telephone and other standard office equipment.</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style=\"font-size:16px;\">Travel between locations.</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style=\"font-size:16px;\">Occasionally travel outside of work location to attend meetings and training programs.</span></li><li style=\"margin:0in;font-size:13px;font-family: initial;\"><span style=\"font-size:16px;\">Occasionally lift and/or move up to 20 pounds.&nbsp;</span></li></ol></div><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><br></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><strong><span style=\"font-size:16px;\">Special Note:</span></strong></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;text-align:justify;'><span style=\"font-size:16px;\">External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Investment Advisors, Inc. is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.</span></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><br></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;text-align:justify;'><span style=\"font-size:16px;\">Upon request, individuals who are differently abled may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the firm. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.&nbsp;</span></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><br></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;text-align:justify;'><span style=\"font-size:16px;\">This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee&rsquo;s knowledge, skill and ability as well as his/her mental and physical abilities.</span></p><p style='margin:0in;font-size:13px;font-family:\"Times New Roman\",serif;text-align:justify;'><br></p>\n",
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