Financial Services Professional
$40k - $65kBankers Life company
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. Base Pay Range $40,000.00/yr – $65,000.00/yr Responsibilities Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning Qualifications The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self‑motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time‑management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others Commission Structure 1st year: $40,000 – $65,000 3rd year: $60,000 – $90,000 5th year: $75,000 – $130,000 Benefits Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP® Award‑winning training – Bankers Life has been named a Training Apex Award Winner for the twelfth consecutive year Flexible in‑office schedules once you complete your agent training Retirement savings program and more Seniority Level Entry level Employment Type Full‑time Job Function Sales, Customer Service, and Finance Industries Insurance, Financial Services, and Investment Management Location Clifton Park, NY Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! #J-18808-Ljbffr Bankers Life company
$40k - $65k
A leading financial services provider in Clifton Park, NY, is seeking entry-level Financial Professionals to build client relationships and guide clients through financial decisions. The ideal candidate will have strong communication and relationship-building skills. Training...Suggested- ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional...SuggestedPart time
- ...Banker focuses on the branch's customer experience through sales, service, and engagement of our Consumer and Business Banking customers.... .... Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer needs and...Suggested
Adirondack Trust Company
Ballston Lake, NY1 day ago $15.5 per hour
...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients...SuggestedFull timeImmediate startRelocation packageNight shiftAfternoon shift- ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are... ...approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors...SuggestedImmediate startAfternoon shift
$17 - $22 per hour
...proactively marketing relevant products and services. Grow your career as you better your... ...attentive, sociable, and sales-minded professional, we are eager to have you on our team.... ...help customers with their insurance and financial services needs, including:Auto...For contractorsChristina Lloyd - State Farm Agent
Ballston Lake, NY3 days ago- ...&R Block, you'll begin a career in tax and client services—no prior tax experience required. With training and... ...in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional servicesExperience asking questions and recommending...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift
H&R Block
Clifton Park, NY4 days ago $18 - $22 per hour
...propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment... ...on-the-job mentorships too, and we're always championing your professional success and personal goals. Enjoy a flexible schedule and work...Extra incomeFull timePart timeLocal areaRelocation packageFlexible hoursShift workJackson Hewitt
Clifton Park, NY2 days ago$14.45 - $18 per hour
...&R Block, you'll begin a career in tax and client services—no prior tax experience required. With training and... ...in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services Experience asking questions and recommending...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shiftH&R Block
Glenville, NY4 days ago- ...intelligence, reliable execution, and responsive service. Whether delivering investigative... ...role offers hands-on exposure to the financial operations of a multi-service risk... ...strong foundation, learn from experienced professionals, and grow with a company that values accuracy...InternshipLive inWork at office
- ...maintaining existing accounts, cross-selling bank products and services, and providing quality customer service to further customer... ...accounts, certificates of deposit, IRAs, and HSAs. Discovers the financial needs of each customer and offers appropriate bank products...Full timeWork at officeLocal area
- ...for client funds, preparing quarterly financial statements and related schedules, and responding... ...personal networks; participates in professional development opportunities and; Problem... ...information; Excellent client service skills with an aptitude to understand the...
- The Federal Savings Bank is expanding our Consumer Direct team in Clifton Park, NY, and is in search of experienced mortgage bankers. This role offers competitive rates and a high volume of bank-provided leads. Mortgage bankers can work in an office or remotely and need...Remote jobWork at office
- Alliance Risk Group Inc. in New York, NY is seeking a detail-oriented Junior Accountant to join our growing finance team. The role offers hands-on exposure to AP, AR, credit card activity, and month-end close support, with hybrid onsite work in the NY area. You will work...
- ...to open and maintain customer accounts, cross-sell bank products, and deliver quality service across personal and business clients. You will handle daily teller tasks, assess financial needs, and promote solutions that fit each customer’s goals. With foundation in 1994...
$45k - $100k
...Financial Advisor PositionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first... ...or build your career.If you find yourself at a professional crossroads, a career as a financial advisor may be...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Troy, NY1 day ago$78k
...Workplace Location In-Office/On Site Full Job Description: At Financial Services of America (FSA) , we help individuals and families plan... ...obtain required licensing. CFP® designation or other relevant professional credentials are a plus. Bachelor’s degree in Finance,...Full timeWork at officeMonday to FridayAfternoon shiftFinancial Services of America
Troy, NY1 day ago$28.74 - $36.72 per hour
...have delegated their tax returns with: Tax advice Full Service return preparation and signature Product/software inquires... ...tax preparation. Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right...Remote workIntuit
Schenectady, NY1 day ago$22.3 - $28.49 per hour
...have delegated their tax returns with: Tax advice Full Service return preparation and signature Product/software inquires... ...tax preparation. Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right...Remote workIntuit
Schenectady, NY1 day ago- H&R Block, Inc. is seeking an Experienced Tax Professional to prepare complete tax returns for individuals and businesses, and to interview clients to uncover life changes and tax implications. You will identify tax-saving opportunities and offer relevant Block products...Seasonal workWork at officeLocal area
- New Country Motor Car Group is seeking a diligent Billing Specialist to manage titling paperwork, processing of retail transactions, and preparation of tax and title documents. The role requires experience in dealership billing and familiarity with ADP systems. Strong attention...
- ...team as dedicated seasonal TurboTax Local Service Experts in one of our new TurboTax... ...empowering customers to achieve positive financial outcomes while supporting Intuit’s mission... ...resources such as government websites, professional tools, and team expertise to deliver...Seasonal workWork at officeLocal areaMonday to Friday
$62.4k
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our... ..., personalized, high-quality financial services and products. Beyond retail banking,... ...compensation, great benefits, and professional development and advancement opportunities...Local areaCoca-Cola Beverages Northeast
Latham, NY1 day ago- ...strong, engaged global team that delivers service excellence to every corner of our... ...for ambitious, forward-thinking finance professionals who want to contribute to a high-performance... ...our global business. Within our Global Financial Shared Service Center, the Record to...
Van Oord
Rotterdam, NY20 hours ago - A financial services company located in the Town of Colonie, NY, is looking for a Senior Financial Accountant to manage treasury functions and assist in GAAP financial statement preparation. The ideal candidate will have at least 2 years of accounting experience and a...Trial period
- Pop-Up Talent is hiring an entry-level Staff Accountant I (Fund Accounting) in a hybrid remote role. You will support investment funds and institutional clients, maintaining daily cash transactions and GL, and preparing quarterly statements. The position targets recent ...Remote job
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Temporary workWork at officeFlexible hoursShift workDay shift
- ...Description Job Description Invest in your future with BSNB Financial Services! We are seeking a Financial Services Advisor to help... ...balance is key to your success and investing in your professional development is an important aspect of your growth and satisfaction...Local area
Ballston Spa National Bank
Ballston Spa, NY15 days ago - Bank of America in the United States seeks a Financial Services Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Duties include triaging leads, referring to partners, and reviewing goals with clients; licenses...
- Magellan Health is seeking a Personal Financial Counselor in Scotia, NY. This role provides personal financial counseling services to military members and their families within the community. Responsibilities include one-on-one counseling and developing financial materials...
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