Financial Advisor
The 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 Customize financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs. Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals. Serve as a trusted advisor for new clients acquired through proactive measures, seeking, identifying, and establishing prospects. Be a coachable, organized team member interested in pursuing training development and educational opportunities. Qualifications Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired. Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers. A bachelor’s degree in finance, business administration, or a related analytical field is required. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired. Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus. Willing to study and obtain a Life Insurance license. Compensation 50,000–70,000 per year. #J-18808-Ljbffr
$90.2k
...Overview Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...SuggestedFull timeLocal areaThrivent Financial
Albany, NY22 hours ago$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...SuggestedFor contractorsWork at officeNorthwestern Mutual
Albany, NY2 days ago$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...SuggestedTraineeshipWork at officeHome officeFlexible hoursEdward Jones
Albany, NY1 day ago$50k
...and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Albany, NY22 hours ago- ...should be comfortable building trust and delivering thoughtful financial planning in a supportive, professional growth environment. Responsibilities... ...7, 65 and/or 66 3+ years' of industry experience Strong knowledge of CRM tools, MoneyGuide Pro and Advisor Engine #J-18808-Ljbffr...SuggestedImmediate start
Muriel Consulting
Albany, NY5 hours ago - ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
Voya Financial
Albany, NY22 hours ago $100k - $125k
...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...Start working todayLive inWork at officeNew York Life
Albany, NY2 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Albany, NY3 days ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
Bank of America
Albany, NY1 day ago - ...Northwestern Mutual is seeking College Financial Representatives in Albany, NY. This internship offers a unique opportunity to build a financial planning practice under the guidance of industry experts while earning performance-based pay. The ideal candidate is a full-...Full timeInternshipFlexible hours
Northwestern Mutual
Albany, NY1 day ago - ...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... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayShift workDay shift
Dormont Manufacturing Company
Albany, NY1 day ago $80k - $90k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shiftDormont Manufacturing Company
Albany, NY1 day ago$50k - $70k
...strategies? We are seeking a money‑minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry‑level financial advisor candidate has a passion for developing long‑term relationships and an interest in financial data,...Work at officeThe Vermont Agency
Albany, NY2 days ago$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 shiftBank of America
Albany, NY3 days ago$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready... ...experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on...Flexible hoursMassMutual
Latham, NY2 days ago$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 388 Feura Bush Road - Glenmont, New York 12077 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction...Hourly payWork experience placementWork at officeDay shiftLongbranch Retreat & Recovery
Glenmont, NY3 days ago$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 officeThe Vermont Agency
Albany, NY1 day ago- ...Wealth Management Advisor This role works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth... ...needs. Meets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities...Temporary workTraineeshipWork experience placementWork at office
$65k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities...Temporary workWork at officeMonday to FridayShift workDay shift- ...Northwestern Mutual in Albany, NY, is seeking College Financial Representatives for an internship program. Interns will have the opportunity to build their financial planning practice while receiving guidance from experts and a Fortune 500 company. This role offers flexibility...Full timeInternshipFlexible hours
Northwestern Mutual
Albany, NY1 day ago - ...career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping...Flexible hours
WizeHire
Latham, NY2 days ago $75k
...Entry-Level Financial Advisor Thoroughbred Advisors - National Life Group Latham, New York, United States About this position Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious...Flexible hoursThoroughbred Advisors
Latham, NY1 day ago- ...Financial Advisor 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...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual receive guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Students from diverse academic backgrounds grow their professional...Full timeContract workFor contractorsInternshipLocal areaNorthwestern Mutual
Albany, NY3 days ago$80k - $90k
...Dormont Manufacturing Co is seeking a Financial Advisor to join their Merrill Advisor Development Program. This role involves engaging with high-net-worth clients, identifying their financial needs, and delivering customized investment recommendations. You will receive...Dormont Manufacturing Company
Albany, NY1 day ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Albany, NY4 days ago$35k - $85k
...the finance function and drives execution of key deliverables and company objectives. Assists in the preparation of accounting and financial data, as well as reconciliation of general ledger and sub-ledgers, in support of financial reporting and operational objectives....Local area- ...Job Description Job Description As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource...Work experience placement
- 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, NY3 days ago $20.67 - $31.25 per hour
...Troy, New York 12180**Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementFlexible hoursDay shiftKeyCorp
Albany, NY3 days ago
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