Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor: Client-Centered Planning & Growth

WealthBridge Financial Group

WealthBridge Financial Group is seeking a results-oriented Financial Consultant in the Town of Greenfield, New York. In this role, you will engage with clients to understand their financial objectives and provide tailored advice, including investment opportunities and wealth management strategies. A Bachelor's degree in finance and strong analytical skills are required, along with experience in financial consulting. The position offers comprehensive benefits such as top-tier health coverage, a 401(k) retirement plan, and career growth opportunities. #J-18808-Ljbffr WealthBridge Financial Group

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Client-Centered Planning & Growth in Greenfield Center, NY vacancy
  • $25 - $38.46 per hour

     ...Be a problem solver, trusted advisor, and partner to the people and...  ...KeyBank communities. The Private Client Banker (PCB) is part of the...  ...entire client relationship with a plan-based approach to financial...  ...development of internal and external centers of influence; Employs a... 
    Suggested
    Hourly pay
    Full time
    Work experience placement
    Flexible hours
    Day shift

    KeyBank

    Saratoga Springs, NY
    9 hours ago
  •  ...In this position, you will engage with clients to understand their financial objectives...  ...investment opportunities, retirement planning, and wealth management strategies. As a Financial...  ...programs and mental health resources Career growth opportunities and ongoing training... 
    Suggested

    WealthBridge Financial Group

    Greenfield Center, NY
    9 hours ago
  • Prime Group Holdings is seeking a Financial Analyst - Operations based in Saratoga Springs, NY. This role involves financial planning, reporting, and operational analysis for self-storage assets. Key responsibilities include developing budgets, analyzing financial results... 
    Suggested

    Prime Group Holdings

    Saratoga Springs, NY
    4 days ago
  • $20.67 - $31.25 per hour

    KeyBank is looking for a Personal Banker in Saratoga Springs, NY. The role involves engaging with clients to identify their financial needs and providing tailored banking solutions. Candidates should have a strong sales background and exceptional communication skills. A... 
    Suggested
    Hourly pay

    KeyBank

    Saratoga Springs, NY
    2 days ago
  • $80k - $85k

     ...Group Holdings, LLC is looking for a Senior Business Intelligence Analyst in Saratoga Springs, NY. This role focuses on financial planning, reporting, and operational analysis for self-storage assets. The ideal candidate will have 3-7+ years of relevant experience, strong... 
    Suggested

    Prime Group Holdings, LLC

    Saratoga Springs, NY
    3 days ago
  • $80k - $90k

     ...financial services provider in Saratoga Springs is seeking a Financial Advisor as part of the Merrill Advisor Development Program. The role...  ...and relevant financial licenses. The position promotes career growth through extensive training and mentorship, offering a... 

    Bank of America

    Saratoga Springs, NY
    3 days ago
  • $65k - $70k

     ...Position Summary The Financial Analyst is responsible for financial planning, reporting, forecasting, operational analysis, and strategic...  ..., asset management, and executive leadership to drive NOI growth, optimize expense performance, improve reporting accuracy, and... 
    Temporary work
    Work at office
    Local area

    Prime Group Holdings

    Saratoga Springs, NY
    2 days ago
  •  ...excellence, operational efficiencies, and fostering sustainable growth across the enterprises. This individual will oversee all...  ...including budgeting, forecasting, reporting, compliance, and strategic planning for WSED and its subsidiary enterprises. As a key member of the... 

    Confederated Tribes of Warm Springs

    Saratoga Springs, NY
    1 day ago
  • $16 - $19 per hour

    Hudson River Community Credit Union is hiring a Teller-Member Relationship Representative for their Corinth Branch. This full-time role involves providing excellent customer service, processing transactions, and educating members on financial products. Candidates should...
    Hourly pay
    Full time

    Hudson River Community Credit Union

    Corinth, NY
    2 days ago
  • $50 - $60 per hour

     ...strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll be able to choose which projects you... 
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Saratoga Springs, NY
    29 days ago
  • $80k - $85k

    Prime Group Holdings seeks a Senior Financial Analyst to join their Saratoga Springs, NY headquarters. This role focuses on financial planning, reporting, and operational analysis for a portfolio of self-storage assets across the U.S. and Canada. With a salary range of $80... 

    Prime Group Holdings

    Saratoga Springs, NY
    3 days ago
  • $17.5 - $19.5 per hour

     ...account with an annual employer contribution, a 401(k)-retirement plan with generous employer match, paid time off plus 11 paid federal...  ...precision, efficiency, and a commitment to safeguarding our clients’ financial privacy. As a trusted representative, you will facilitate... 
    Hourly pay
    Full time
    Apprenticeship
    Night shift

    Trustco Bank

    Ballston Spa, NY
    1 day ago
  • $60k - $70k

     ...execute, and manage various client billing functions in a...  ...savings and investment plan options with 4% match*...  ..., outstanding wealth management is about people...  ...in-house experts of tax advisors, financial planners, investment...  ..., we seek long-term growth. We have the same... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Cerity Partners LLC

    Saratoga Springs, NY
    9 hours ago
  • $18.5 - $25 per hour

     ...problem-solving skills Proficiency with banking systems, digital tools, and Microsoft office products Location: HRCCU Operations Center, Corinth, NY. Pay Rate: $18.50-$25.00 based on candidate’s experience, qualifications, and skills relevant to the position. Benefits... 
    Temporary work
    Work at office

    Hudson-River-Community-Credit-Union

    Corinth, NY
    2 days ago
  • $18.75 - $25 per hour

     ..., New York 12866 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities...  ...Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for... 
    Hourly pay
    Work experience placement
    Shift work
    Day shift

    Key Bank

    Saratoga Springs, NY
    3 days ago
  • $19 - $22 per hour

     ...account with an annual employer contribution, a 401(k)-retirement plan with generous employer match, paid time off plus 11 paid federal...  ...Bank products that support their goals. Leadership & Team Growth: Supervise, mentor, and coach tellers to ensure accuracy, efficiency... 
    Hourly pay
    Full time
    Apprenticeship
    Night shift

    Trustco Bank

    Ballston Spa, NY
    1 day ago
  •  ...a high school diploma, experience in customer service, and cash handling. The position offers a supportive work environment and opportunities for career growth with a generous benefits package including medical insurance and a 401(k) plan. #J-18808-Ljbffr Trustco Bank
    Full time

    Trustco Bank

    Ballston Spa, NY
    3 days ago
  •  ...be willing to perform all necessary job functions and uphold all customer confidentiality. Duties and expectations include meeting clients face-to-face outside the office or bank. ESSENTIAL FUNCTIONS: Analysis of financial statements, credit reports, appraisals and... 
    Work at office
    Local area
    Weekend work
    Afternoon shift

    Adirondack Trust Company

    Saratoga Springs, NY
    8 days ago
  • $20 - $23 per hour

     ...you if you have experience in: Working collaboratively in a call center environment Problem solving and excellent customer service...  ...holidays Medical, Dental, and Vision Insurance and Flexible Spending Plan Multiple retirement plans including: 401(k), Pension, and... 
    Work at office
    Immediate start
    Flexible hours

    Saratoga County Chamber of Commerce

    Saratoga Springs, NY
    3 days ago
  • $18.75 - $25 per hour

    KeyBank in Saratoga Springs is seeking a Lead Teller to act as a trusted advisor in servicing clients. The role requires a minimum of 3 years' experience in client relationship management and cash handling, with a focus on maintaining compliance and enhancing client experiences... 
    Hourly pay

    KeyBank

    Saratoga Springs, NY
    3 days ago
  • $21.83 - $46.25 per hour

    Security Analyst This role has been designed as Onsite with an expectation that you will primarily work from an HPE office. Who We Are Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live and work. We help companies connect, protect...
    Hourly pay
    Work experience placement
    Work at office

    Hewlett Packard Enterprise Company

    Saratoga Springs, NY
    2 days ago
  • $21.83 - $46.25 per hour

    Hewlett Packard Enterprise Company is looking for a Security Analyst in Springs, NY. This onsite position requires monitoring global security developments and supporting travel security processes. The ideal candidate will possess strong analytical skills and effective communication...
    Hourly pay

    Hewlett Packard Enterprise Company

    Saratoga Springs, NY
    2 days ago
  • A private equity real estate firm in Saratoga Springs, NY, is seeking a Fund Accountant. The role involves cash management, preparing reports for private equity funds, and reviewing deliverables from fund administrators. Candidates should have a Bachelor's Degree in Accounting...

    Prime Group Holdings

    Saratoga Springs, NY
    9 hours ago
  • $63k - $65k

    A financial services firm in Saratoga Springs is seeking a Fund Accountant to manage private equity funds' operations. Responsibilities include cash management, report preparation, and liaising with auditors. The ideal candidate has a Bachelor's in Accounting, relevant ...

    Prime Group Holdings, LLC

    Saratoga Springs, NY
    2 days ago
  • $63k - $65k

    Overview Prime Group Holdings , LLC, a vertically-integrated private equity real estate firm specializing in self storage and other alternative real estate asset classes, has an exciting opportunity for a talented Fund Accountant in its headquarters in Saratoga Springs,...
    Temporary work
    Work at office
    Local area

    Prime Group Holdings

    Saratoga Springs, NY
    9 hours ago
  • $46.95k - $65.73k

     ...intermediate billing position within the Hospital or Physicians Billing Offices for the Albany Med Health System (AMHS). This role is centered around the timely follow up needed on accounts that have already been billed but need re-billing, accounts in which the payer has... 
    Work at office
    Immediate start
    Shift work

    Albany Med Health System

    Saratoga Springs, NY
    2 days ago
  • $18.5 - $25 per hour

    Hudson-River-Community-Credit-Union is seeking a motivated Loan Officer in Corinth, NY, to deliver exceptional member service while evaluating, processing, and closing consumer loan applications. The successful candidate will assess lending needs, evaluate loan applications...

    Hudson-River-Community-Credit-Union

    Corinth, NY
    2 days ago
  • A regional bank seeks a bank teller responsible for providing exceptional service to customers. The role requires processing transactions such as deposits and loan payments, ensuring security at the teller station, and resolving customer inquiries. Candidates must have ...
    Seasonal work

    Adirondack Trust Company

    Saratoga Springs, NY
    1 day ago
  • SUMMARY The bank teller is the face of ATC and responsible for rendering a high standard of service to all customers. Must be able to interact with customers and colleagues in a pleasant, professional manner, while conducting appropriate transactions and meeting the customers...
    Seasonal work

    Adirondack Trust Company

    Saratoga Springs, NY
    1 day ago
  • A local banking institution in Saratoga Springs is seeking a dependable Bank Teller to provide exceptional service to customers while performing transactions. Responsibilities include processing deposits, cashing checks, and accepting loan payments. Applicants should possess...
    Local area

    Adirondack Trust Company

    Saratoga Springs, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor: Client-Centered Planning & Growth. Be the first to apply!