Financial Advisor
TradeJobsWorkforce
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.
TradeJobsWorkforce$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices... ...experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while making a lasting impact on the...SuggestedFlexible hoursCharter Oak Insurance and Financial Services
Latham, NY3 days ago$65k - $80k
...Bank Of America Financial AdvisorAt 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...SuggestedTemporary workWork at officeMonday to FridayDay shiftBank of America
Latham, NY3 days ago- ...Wealth Management Advisor Assess and fulfill customer's investment and financial needs and/or planning requirements. Responsible for the sale and distribution of investment and insurance products and services. Responsible for assisting in developing, implementing and...SuggestedFull timeWork at office
1st National Bank of Scotia
Schenectady, NY4 days ago - ...Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Armonk, New York; Kingston, New York; Yorktown Heights, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Latham, NY5 days ago $80k - $100k
...to learn more. Base pay range $80,000.00/yr - $100,000.00/yr Direct message the job poster from Bankers Life Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele...SuggestedFull timeWork at officeFlexible hours$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$65k - $75k
...Exempt, Regular Full-time, Hybrid. This position is not eligible for relocation assistance or visa sponsorship. Supervisor: Manager, Financial Planning & Analysis. Essential Responsibilities and Duties Assist with preparation of the annual operating and capital expenditure...Full timeRelocation packageFlexible hoursUnion College
Schenectady, NY11 hours ago- ...Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Albany, New York;Clifton Park, New York; Syracuse, New York; Middletown, New York; Latham, New York; Saratoga Springs, New York To proceed with your application, you must be at...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Clifton Park, NY1 day ago - ...applying for any new position.** Acknowledge ( **Job Description:** 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,...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Schenectady, NY1 day ago - Personal Banker Job Duties: 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 new account...
TradeJobsWorkForce
Schenectady, NY5 days ago $25 - $38.46 per hour
...Glenville, New York 12302 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate...Hourly payWork experience placementDay shift$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 workExcelsior University
Guilderland, NY4 days ago$21 per hour
...complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payFull timeLocal areaFlexible hoursShift workAfternoon shiftCitizens Financial Group, Inc.
Niskayuna, NY4 days ago$17.5 - $19 per hour
Job Type Full-time Description Highly motivated individual who demonstrates a positive, outgoing, and influential personality when providing an unsurpassed level of member services to ensure that members' expectations are met and exceeded during every interaction...Full timeImmediate startFirst New York Federal Credit Union
Niskayuna, NY5 days ago- Equitable Advisors is dedicated to helping clients achieve meaningful financial wellness. Our network of over 4,300 financial professionals nationwide is committed to fostering relationships that support clients on their financial journeys. If you are passionate about helping...Work experience placementWork at officeLocal areaFlexible hours
- Serves customers by completing account transactions. Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits. Sells cashiers checks, travelers checks, and series...Night shift
- ...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, NY5 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 areaUnavailable
Latham, NY3 days ago- ...Conduct thorough analysis of financial statements and assessment of credit requests, including new requests, changed requests, refinancing and annual due diligence Provide recommendations tied to analysis and assessment of credit risk Present analysis, findings,...
$65k - $70k
...currently operate. We are currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad array of Investment... ...division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor...Full timeCurrently hiringWork at officeLocal areaFlexible hours$75k
...seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide... ...track record of success. About Company Thoroughbred Advisors - National Life Group is represented by a growing team of Financial...Flexible hoursThoroughbred Advisors - National Life Group
Latham, NY8 days ago- ...We are seeking a Relationship Banker to provide excellent service to customers and identify products and solutions to meet their financial needs for BSNB's branches in the Capital District. Join a nationally recognized bank and a capital region Best Place to Work! A...Hourly payFull timeLocal area
Ballston Spa Bancorp
Ballston Spa, 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 goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively...Hourly payM&T Bank
Colonie, NY3 days ago- Northwestern Mutual is seeking College Financial Representatives for an internship program in Town of Colonie, NY. This position offers students a chance to build a financial planning practice, network with professionals, and gain valuable financial knowledge while working...Full timeInternship
$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 hours$89k - $105k
...two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role Robinhood’s Corporate Finance team sits at the center of how the company plans, decides...Work at officeShift workRobinhood
Schenectady, NY2 days ago- ...Advocate for members and enhance their experience by providing solutions aligned with their financial goals Attract new retail and business members and deepen relationships with existing members using The Member Advantage approach Deliver exceptional member service with...Work at office
Jobtailor
Clifton Park, NY2 days ago - Advocate for members, seeking ways to enhance members’ experience Attract new retail and business members while fostering deeper relationships with existing members Prioritize the delivery of exceptional member service Support the branch in growing a profitable book of...
Jobtailor
Latham, NY2 days ago - ...is headquartered in Latham, NY, led by an industry executive team with decades of sector experience, and backed a well capitalized financial sponsor. We are seeking an experienced FP&A & Corporate Development Manager to help support the company’s next phase of growth and...
Rail Modal Group LLC
Latham, NY5 days ago - RotterdamFinanceFrom 32 hours per weekAre you an experienced trade finance Specialist and looking for a dynamic position within a large international company where no day is the same? Do you have extensive knowledge of assessing, drafting, amending and settling trade finance...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial Schenectady, NY
- financial aid Schenectady, NY
- financial banking Schenectady, NY
- financial institutions Schenectady, NY
- financial sales Schenectady, NY
- finance financial Schenectady, NY
- workday financials Schenectady, NY
- financial engineer Schenectady, NY
- senior financial analyst fp&a Schenectady, NY
- mariner wealth advisors