Financial Planner
$50k - $70kThe Vermont Agency
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 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!
Compensation:$50,000 - $70,000
Responsibilities:- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Valid FINRA Series 7 & 63/66 preferred but not required
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Willing to study and obtain a Life Insurance license
Our mission is clear: To Dramatically Impact the Lives of Others
For over 175 years , we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Albany, NY vacancy
- ...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
WizeHire
Albany, NY4 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 goalsIdentify financial needs of customers and present all appropriate product and service options by working cooperatively with...SuggestedHourly payM&T Bank
Albany, NY4 days ago$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, NY5 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, NY2 days ago - ...proactive outreach. You will support relationship management, handle account openings, and coordinate with internal partners to present financial options. The role emphasizes customer service, compliance, and ongoing outreach to grow the banking relationship. Strong...Suggested
M&T Bank
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 officeBroadview Federal Credit Union
Albany, NY5 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...Hourly payWork experience placementDay shiftKey Bank
East Greenbush, NY5 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, NY1 day 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 pay$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$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, NY4 days 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 acquisition...Temporary workWork experience placementLocal area
Chase
Albany, NY4 days ago $40.88k - $42k
...Financial Aid Counselor 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...Work at officeRemote work$112.5k
...Financial Consultant Salary: $112,500.00 We have partnered with a Financial Services firm in the New York area to provide them with a Financial Consultant. Please review the description below and let us know if you are interested. Prioritized Must Have Skills for...Work at officeRemote work$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 support Fully company-funded retirement package and...Full timeContract workFor contractorsWork at office$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$46.99k - $122.4k
...community 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...Hourly payFull timeTemporary workWork experience placementLocal areaCVS Health
Albany, NY5 days ago$50k - $80k
...Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate...Full timeWork experience placementFlexible hoursRBC
Albany, NY2 days ago$50k - $60k
...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, National Association
Albany, NY11 days 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 from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Albany, NY14 hours ago$80k - $90k
...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...Interim roleWork at officeLocal areaImmediate startShift workDay shift$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful...Flexible hoursMassMutual
Latham, NY2 days ago$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. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Troy, NY5 days ago$18 - $28 per hour
...Reimbursement Paid time off Employee Assistance Program and more! 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 payPart timeBank staffLocal areaNight shift$25 - $26.77 per hour
...Bank of America Job Opportunity At 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 by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...statements, to begin the loan processObtains and analyzes a credit report on the borrowerUpdate job knowledge on types of loans and other financial servicesOperate in compliance with laws and regulations and adhere to lending compliance guidelinesPerforms other clerical duties...Live outWork at officeLocal area
Premium Mortgage
Albany, NY4 days ago - ...individual to provide exceptional member services in a fully on-site role. You will be responsible for assisting members with a variety of financial transactions and inquiries, ensuring their needs are met efficiently. The ideal candidate will have a high school diploma,...
First New York
Albany, NY1 day ago $85.81k - $107.26k
...Credit Union is in search of a Commercial Loan Officer who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and our vision to be the most admired organization in every community...Full timeTemporary workImmediate startAmericu Credit Union
Albany, NY5 days ago$26 - $42.8 per hour
...Regular Full-Time Professional Albany, NY, US 4 days ago Requisition ID: 2390 Salary Range: $26.00 To $42.80 Hourly Evaluates the financial condition of individuals and businesses applying for credit with the financial institution. Analyzes data on new, renewal and existing...Hourly payFull timeWork at officeChemung Canal Trust Company
Albany, NY2 days ago$85.81k - $107.26k
...Earning of over $80,000 in bonuses! The Opportunity - Commercial Loan Officer At AmeriCU Credit Union , we're more than a financial institution. We're a team committed to building connections, strengthening communities, and helping our members achieve financial...Full timeTemporary workLocal areaAmericu Credit Union
Albany, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
Related searches
- finance associate Albany, NY
- financial counselor Albany, NY
- associate corporate finance Albany, NY
- financial consultant Albany, NY
- estate planning consultant Albany, NY
- financial planning assistant Albany, NY
- financial planner Albany, NY
- financial advisor associate Albany, NY
- financial associate Albany, NY
- financial advisor Albany, NY