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, NY1 day ago- ...Financial Advisor - Albany, NY page is loaded## Financial Advisor - Albany, NYlocations: NY - Albanytime type: Full timeposted on: Posted Todayjob requisition id: REQ-46949Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent...SuggestedLocal area
Thrivent Financial
Albany, NY4 days 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...SuggestedStart working todayLive inWork at officeNew York Life
Albany, NY4 days ago- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh...SuggestedShift workDay shift
Arizona Staffing
Albany, NY13 hours 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Albany, NY13 hours ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Albany, NY5 days ago$61k - $119k
Overview 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...Work at office$61k - $250k
Northwestern Mutual in New York is seeking ambitious individuals to become financial advisors. You will have the opportunity to build your client base, develop holistic financial plans, and earn performance-based income from $61K to $250K annually. Our training program...$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...TraineeshipWork at officeHome officeFlexible hours$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 today$75k
...Thoroughbred Advisors is seeking Financial Services Representatives in the Town of Colonie, NY. This role provides comprehensive training and mentorship, allowing you to offer financial solutions to individuals and businesses. No prior experience is necessary, and a flexible...Remote workFlexible hoursThoroughbred Advisors
Latham, NY3 days ago- ...San Blas Securities, located in Albany, NY, is searching for experienced financial advisors eager to join a rapidly growing organization. The ideal candidates will have a strong track record of success, existing client relationships, and the necessary licenses. This remote...Remote work
San Blas Securities
Albany, NY20 hours 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, NY3 days ago $50k - $70k
...The Vermont Agency located in Albany, NY, is looking for an eager financial advisor for an entry-level position with significant growth potential. The role involves customizing financial plans, assessing client information, and making strategic financial recommendations...The Vermont Agency
Albany, NY20 hours ago- ...Thrivent Financial seeks a Financial Advisor in Albany, NY to provide expert financial guidance. The role includes building long-term client relationships and guiding clients towards financial clarity. Candidates should be motivated by helping others and obtaining financial...Flexible hours
Thrivent Financial
Albany, NY13 hours ago $18 - $23.08 per hour
...exceptional service and assist clients with their banking needs. This role requires strong cash handling skills and a commitment to financial wellness, ensuring transactions are processed accurately and efficiently. Candidates should have a High School Diploma and...Hourly payKeyCorp
Albany, NY3 days ago- Bank of America is seeking candidates for the entry-level role of Financial Solutions Advisor Stage I in Troy, New York. The position focuses on building client relationships and obtaining necessary securities licenses while delivering comprehensive financial advice. The...Flexible hours
- A leading financial services firm is seeking a Financial Advisor in Albany, NY to build relationships and support client financial goals. This role offers comprehensive training and a unique support structure. Financial Advisors enjoy flexibility, a strong earnings potential...
$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 shift$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 shift$45k - $100k
...Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Troy, NY4 days ago- ...A regional financial institution seeks a motivated Personal Banker in Troy, NY, to foster client relationships and enhance their financial wellness. This role requires strong sales abilities, effective communication, and teamwork. The ideal candidate will have experience...
Key Bank
Albany, NY4 days ago $20.67 - $31.25 per hour
KeyCorp is seeking a Personal Banker in Albany, Oregon to engage clients and provide financial guidance. This role is essential in attracting new clients and expanding existing relationships through strong teamwork. The ideal candidate should possess a high school diploma...Hourly pay$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Latham, NY13 hours ago$100k - $125k
...New York Life - Reidy Group is looking for an entry-level financial advisor in Albany, NY. The role includes developing financial plans, advising clients on investments, and building client relationships. Ideal candidates will hold a Bachelor’s degree, possess strong communication...New York Life
Albany, NY3 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Full-time student; juniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Albany, NY13 hours ago- ...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 and shareholders every day....Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$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...Start working todayWork at office$65k - $125k
...Financial Advisor Full-Time | Contracted | Hybrid Remote (Latham, NY) | Expected Earnings: $65,000 – $125,000+ Per Year About Thoroughbred Advisors Thoroughbred Advisors is an independent financial services firm with offices in: Latham White Plains Queensbury...Permanent employmentFull timeWork at officeRemote workFlexible hours- ...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
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