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
$50k - $70k
...Job Description Job Description 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...SuggestedStart working todayWork at officeThe Vermont Agency
Albany, NY22 days ago- 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...Suggested
$69k - $105k
General Location: Vermont, Buffalo, NY or Albany, NY, highly preferred. Covering the Vermont portfolio. Hybrid Requirement (if within specific cities): If the selected candidate resides near KeyBank office (non-branch location), they are expected to work on-site 2 days...SuggestedWork experience placementWork at officeFlexible hours2 days per weekKey Bank
Albany, NY2 days ago- ...KeyCorp's Personal Banker position in Troy, NY seeks a client-focused banking professional who can engage clients, uncover financial needs, and provide tailored solutions. The role emphasizes relationship-building, sales referrals, and strong teamwork within the branch...Suggested
KeyCorp
Albany, NY4 days ago - ...Broadview FCU in Troy, NY, is seeking a Relationship Banker for the Capital East Region. You will engage with members, assess financial profiles, and offer suitable solutions across Troy Hoosick Street, Brunswick, and neighboring branches. This role emphasizes service,...Suggested
Broadview Group LLC
Albany, NY2 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...
Jobtailor
Albany, NY17 hours 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 officeBroadview Federal Credit Union
Albany, NY2 days ago$20.55 - $34.25 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively...Hourly payM&T Bank
Albany, NY1 day 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...Hourly payWork experience placementDay shiftKey Bank
Albany, NY1 day ago- Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
TradeJobsWorkforce
Albany, NY2 days ago - ...delivering outstanding service and executing transactions with professionalism and accuracy. In this role you will help meet clients' financial goals by building relationships, detecting potential fraud, and complying with bank policies. Weekend coverage may be required;...Weekend work
Pioneer Corporation
Albany, NY3 days ago - ...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...Local area
Ballston Spa Bancorp
Glenmont, NY4 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Albany, NY17 hours ago$20.55 - $34.25 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively with...Hourly payLocal area$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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Albany, NY1 day ago- ...Our Northwestern Mutual office in the Capital Region Albany, New York area is rapidly expanding and currently seeking an energetic Financial Representative to continue our ambitious growth plan. Northwestern Mutual, one of the “World’s Most Admired” companies according...Work at office
Northwestern Mutual
Albany, NY17 hours ago $80k - $150k
...Location: 66 South Pearl Street, Albany New York Job Summary Key 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...Work experience placementWork at officeLocal areaFlexible hoursNight shiftKey Bank
Albany, NY4 days ago- ...are 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, NY3 days ago $59.1k - $196k
...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 Adaptive Insights Consultant,...Full timeWork experience placementLive inWork at officeLocal area$90.2k
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 in the lives of the people you serve, helping them build, grow...Full timeLocal area$40.88k - $42k
As a financial aid counselor, you will play a crucial role in assisting students in navigating the financial aid process, ensuring access to education through effective financial planning. Your responsibilities will include evaluating financial aid applications, counseling...Work at officeRemote work$50k - $60k
...annually AVAILABILITY: Monday- Friday 8:30am-5:00pm Position Summary: 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...Full timeTemporary workWork at officeMonday to FridayPioneer Bank ℠
Albany, NY1 day ago$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Albany, NY17 hours ago$96.34k - $121.41k
Position InformationNY HELP: NoAgency: Homeland Security and Emergency Services, Division of Title: Homeland Security Program Analyst 3Occupational Category: Other Professional CareersSalary Grade: 25Bargaining Unit: PS&T - Professional, Scientific, and Technical (PEF)Salary...Permanent employmentFull timeWork at officeLocal areaRemote work- ...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
- ...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
$46.99k - $122.4k
...at a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets...Hourly payFull timeTemporary workWork experience placementLocal areaCVS Health
Albany, NY17 hours 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
$75k - $150k
The industry role of Wealth Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals...$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
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