Member Experience & Financial Solutions Advisor
Hudson Valley Credit Union
Hudson Valley Credit Union is looking for a Relationship Advisor in Latham, NY. The ideal candidate will deliver exceptional member service while processing financial transactions and engaging in consultative sales to build lasting member relationships. Responsibilities include processing transactions, opening accounts, resolving member concerns, and supporting cross-selling efforts to enhance member engagement with HVCU products and services. Perks include comprehensive medical benefits, retirement plans, paid time off, and professional development opportunities. #J-18808-Ljbffr Hudson Valley Credit Union
$22.82 - $24.82 per hour
...is looking for a Relationship Banker in Albany, NY, who is eager to provide excellent member service and support financial needs. Responsibilities include enhancing member experiences, attracting new members, and ensuring compliance with regulatory guidelines. The ideal...SuggestedHourly payWork at office- ...motivated individual to provide exceptional member services in a fully on-site role. You... ...for assisting members with a variety of financial transactions and inquiries, ensuring... ...a high school diploma, previous banking experience, and excellent verbal communication skills...Suggested
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ...60 days. • Has at least one year experience in the investments industry, including...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Job Overview Financial Solutions Advisor Stage I (FSA I) - An entry‑level role focused on building client relationships, obtaining necessary securities... .... Self‑discipline in time and capacity management. Experience cultivating client relationships and recommending...SuggestedWork at officeFlexible hoursDay shiftWeekday work
- ...in the United States is seeking a Relationship Banker to enhance customer experiences and build lasting relationships. This role involves managing customer accounts, providing financial solutions, and connecting clients with technology. Candidates must have at least 1 year...SuggestedFlexible hours
$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...advisors. You'll benefit from the experience that comes from 100 years of... ...investment and financial solutions to your clients? Taking...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...planning practice that focuses on: Planning Experience • Asset & Income Protection •... ...Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern...Work at office- ...guided by a common purpose to help make financial lives better through the power of every... ..., or a wide range of work and life experiences. These journeys foster resilience, leadership... ...comprehensive advice and customized solutions to clients to help them achieve their financial...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$75k
Thoroughbred Advisors is seeking Financial Services Representatives in the Town of Colonie, NY. This role provides comprehensive... ...mentorship, allowing you to offer financial solutions to individuals and businesses. No prior experience is necessary, and a flexible schedule with...Remote jobFlexible hours- ...Great Giveback, we are more than just a financial services provider—we are a mission-... ...real difference. Position: Financial Solutions Consultant Are you passionate about helping... ...and provide strategic solutions. ✅ Experience - Previous financial planning, investment...
- Bank of America is seeking candidates for the entry-level role of Financial Solutions Advisor Stage I in Troy, New York. The position focuses on building client relationships and obtaining necessary securities licenses while delivering comprehensive financial advice. The...Flexible hours
$22.82 - $24.82 per hour
...Federal Credit Union is seeking a motivated individual to enhance member services in East Greenbush. You will advocate for members,... ...resolving issues effectively. Qualified candidates should have experience in branch banking, strong interpersonal skills, and proficiency...Hourly payWork at office$100k - $125k
...seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that... ...: • Be a coachable, organized team member interested in pursuing training development... ...in or around the Albany, NY area • Experience in financial planning or a related field...Start working todayLive inWork at office$50k
...Join a financial services firm where your contributions are valued... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...advisors. You’ll benefit from the experience that comes from over 100... ...seeking the right solutions for clients Comfortable in...Work at officeWork from homeHome officeFlexible hours$25 - $27 per hour
Salary: $25 - $27/hour Job Title: Member Service & Loan Representative... ..., NY Category: Banking & Financial Services & Insurance Position... ..., services, and lending solutions to effectively support member... ...Qualifications 2-5 years of related experience required; prior experience in...Permanent employmentFull timeWork at officeImmediate start- Financial Advisor - Albany, NY page is loaded## Financial Advisor - Albany, NYlocations: NY -... ...Requirements*** Bachelor’s degree or equivalent experience. Military veterans are encouraged to... ...a full range of expert financial solutions, serving more than 2 million customers...Local area
$48k - $100k
...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...their unique perspectives, ideas, and experiences, helping to create a work community that... ...capitalize on referrals Deliver customized solutions and the full resources of Bank of...Work at officeShift workDay shift- ...seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that... .... Be a coachable, organized team member interested in pursuing training development... ...related analytical field is required. Experience working with Microsoft Office, Excel,...Start working todayWork at office
$80k - $100k
...pay will be based on your skills and experience — talk with your recruiter to learn more... ...from Bankers Life Bankers Life® Financial Advisors help clients live more and worry less... ...acquire clientele and find financial solutions with help from industry‑leading training...Full timeWork at officeFlexible hours$55k - $130k
Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and... ...to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a...Flexible hours$75k
...Entry-Level Financial Representative Thoroughbred Advisors - National Life Group, Latham, New York, United States About this... ...business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and...Remote workFlexible hours$50k - $70k
..., strategic, and definitive financial advisor to fill an entry-level position... ...a coachable, organized team member interested in pursuing... ...analytical field is required Experience working with Microsoft... ...and offer tailored financial solutions. We are looking for driven...Start working todayWork at office$80k - $200k
...Financial Advisor $80K- $200K Full-Time | Contracted | Hybrid Remote... ...responsibility and trust Experience handling important conversations... ...financial and insurance solutions Help clients build long-term... ...Follow-up interview with a member of our Leadership Team Before...Permanent employmentFull timeWork at officeRemote workFlexible hours$100k - $125k
...seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that... ...: Be a coachable, organized team member interested in pursuing training development... ...in or around the Albany, NY area Experience in financial planning or a related field...Start working todayLive inWork at office- ...functions. You will be responsible for building relationships with members, ensuring complete satisfaction while following credit union policies. The ideal candidate will have 1-2 years of experience in loan processing and strong organizational skills. This position requires...Monday to Friday
- ...career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive... ...a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources...Remote workFlexible hours
- ...providing accurate, timely and valuable solutions for our Agricultural, Commercial, and Residential... ...third-party providers (Certified Crop Experience, Education, Skills and Knowledge 1+... ...locations and customers Certified Crop Advisor certification or equivalent preferred...Work experience placementWork at officeFlexible hours
- ...value and deliver innovative solutions. Empowered with innovative tools... ...into reality. You are… As a member of one of the world’s largest... ...payroll, cloud-based HR and financial management solutions that put... ...of 2 years of consulting experience, most recently in a Lead or similar...Work experience placementWork at officeLocal area
$63.8k - $196k
...value and deliver innovative solutions. Empowered with innovative tools... ...into reality. You are… As a member of one of the world’s largest... ...payroll, cloud-based HR and financial management solutions that put... ...of 2 years of consulting experience, most recently in a Lead or similar...Work experience placementWork at officeLocal area- A financial services organization in Albany is seeking a Financial Solutions Consultant to empower clients towards financial independence. The role involves building meaningful relationships, creating personalized financial strategies, and providing ongoing support. Ideal...
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