Financial Planner
$50k - $70kThe Vermont Agency
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • A required Bachelor’s degree in business administration, finance, or similarly related field • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Willing to study and obtain a Life Insurance license Compensation: $50,000 - $70,000
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Compensation:
$50,000-$70,000 per year
$80k - $150k
Location:66 South Pearl Street, Albany New YorkJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the...SuggestedFull timeWork at officeLocal areaFlexible hoursNight shift- ...We are seeking a Relationship Banker to provide excellent service to customers and identify products and solutions to meet their financial needs for BSNB's branches in the Capital District. A DAY IN THE LIFE On a daily basis, the Relationship Banker II will provide service...SuggestedLocal area
Ballston Spa Bancorp
Glenmont, NY3 days ago - ...Responsibilities Advocate for members seeking ways to enhance members’ experience and providing solutions for their financial goals. Attract new retail and business members while fostering deeper relationships with existing members. Prioritize the delivery of exceptional...Suggested
Jobtailor
Albany, NY4 days ago $20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...SuggestedHourly payWork experience placementDay shiftKey Bank
Albany, NY5 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Albany, NY4 days ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....Work at officeShift workDay shift
Bank of America
Albany, NY2 days ago $21.25 - $24.5 per hour
...Relationship Banker The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Colonie team. This opportunity may be perfect for you...Work at officeLocal areaImmediate startFlexible hours$2,500 - $10,000 per month
..., flexibility, and long-term growth ? We're expanding and looking for motivated, coachable individuals who want to break into the financial services industry — no prior experience required . Whether you're starting fresh or making a career change, we provide the training...Full timePart timeWork at officeRemote workWork from homeFlexible hoursThe Schaible Agency
Albany, NY2 days ago$22.82 - $24.82 per hour
...at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members...Work at office- ...Voya Financial Advisors is seeking experienced financial professionals to join our Retirement Advisory Distribution (RAD) team. RAD Advisors help individuals and retirement plan participants achieve their financial goals through retirement planning, wealth management,...
Voya Financial
Albany, NY1 day ago - ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client...Temporary workWork experience placementLocal area
Chase
Albany, NY5 days ago - ...more than just technology. From rapid deployments to entire transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work.As a Workday Financials Accounting Center/...Full timeWork experience placementLive inWork at officeLocal area
$90.2k
...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...Full time$50k - $70k
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals...Work at office- ...Collect the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serve as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives...Interim role
$45k - $100k
Job Summary Edward Jones is a private financial services firm with over 9 million clients and 20,000 advisors. We are seeking a financial advisor to develop and grow a client practice, supported by branch, home‑office, and regional teams. Key Responsibilities Build relationships...TraineeshipWork at officeHome officeFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Albany, NY1 day ago- ...Wealth Consultant Responsible for meeting with clients to assess their financial situation, presenting financial plans that include both short-term and long-term goals, and tailoring specific plans to assist clients in achieving their individual goals. The Wealth Consultant...Temporary workWork at office
Pioneer Corporation
Albany, NY5 days ago - ...CFOs and controllers transform core accounting and finance operations on Oracle Cloud ERP.You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes with strong consulting, communication, and delivery skills. You are comfortable partnering...Full timeWork experience placementLive inWork at officeLocal area
- ...Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Albany, New York;Clifton Park, New York; Syracuse, New York; Middletown, New York; Latham, New York; Saratoga Springs, New York To proceed with your application, you must be at...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Albany, NY2 days ago - We Are:Accenture’s SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP solutions and we’re curious and always learning. We’re building the smartest team on the planet, and helping our people gain ...Full timeWork experience placementLive inWork at officeLocal area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Albany, NY3 days ago$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours$18 - $28 per hour
...Assistance Program ...and more! Job Title : Relationship Banker I Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services. Accurately...Hourly payBank staffLocal areaNight shiftChemung Canal Trust Company
Latham, NY5 days ago$76.4k - $138.6k
...designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this...Summer holidayLocal areaFlexible hoursEY
Albany, NY1 day ago- Primary Qualifications: ~84 months of dedicated identity and access management experience with multi-environment experience (Oracle Identity + Microsoft AD + Entra). ~84 months of information technology administration experience or equivalent combination of...
3B Staffing LLC
Albany, NY5 days ago - Security Analyst Location: Albany NY 12205 Duration: 2- 3 years Contract Position Requirements ~60 months experience implementing information security and compliance programs for IT systems and OT systems. ~60 months experience conducting written risk assessments...Contract work
InterSources
Albany, NY1 day ago - ...helps CFOs and controllers transform core accounting and finance operations on SAP S/4HANA ERP.You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes with strong consulting, communication, and delivery skills. You are comfortable partnering...Full timeWork experience placementLive inWork at officeLocal area
$96k - $181k
...10 million). Target client profile may change as business needs change.Conduct in-depth risk assessments, including evaluation of financial statements, payment flows, transaction structures, and overall counterparty risk.Participate in overall portfolio monitoring, including...Full timeWork at officeFlexible hoursNight shiftAfternoon shift3 days per week$80k - $90k
Role Overview As a Merrill Advisor Development Program - Financial Advisor, you will work with high-net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with the goals of both existing...Interim roleImmediate startShift workDay shift
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