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 ready... ...experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on...SuggestedFlexible hoursMassMutual
Latham, NY3 days ago- 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, teammates, communities and shareholders every day....SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...experience helping individuals and families achieve long-term financial milestones through insurance, investments, retirement, and advisory... ...all backgrounds and identities. Role Description The Financial Advisor will work on-site in Latham, NY in a full-time capacity,...SuggestedFull time
$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- ...Job Description Job Description Invest in your future with Ballston Spa National Bank (BSNB)! BSNB is seeking a Financial Advisor to join our growing Financial Services team! Join a nationally recognized bank and a capital region Best Place to Work! BSNB Financial...Suggested
Ballston Spa National Bank
Ballston Spa, NY12 days ago - ...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
- 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...
- ...Branch, you will represent 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...Afternoon shift
$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- ...Branch, you will represent 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...Immediate startAfternoon shift
- ...a Relationship Banker to represent our brand with hospitality, leveraging Chase Mobile App, Chase.com, and ATMs to meet clients' financial needs. You will acquire, manage, and retain relationships, delivering thoughtful solutions and exceptional service across the branch...Weekend workAfternoon shift
- ...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...Work experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
Round Lake, NY4 days ago - De energietransitie is in volle gang en Eneco loopt voorop. Ons doel? We werken binnen Eneco hard aan onze missie 'duurzame energie van iedereen' en het waarmaken van onze klimaatambities. Je leest er meer over in ons One Planet plan. Nu we onderdeel zijn van Mitsubishi...
Eneco
Rotterdam, NY4 days ago - ...with bank clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals. The Teller performs efficient and accurate banking transactions while: Communicating clearly with clients aking...
TradeJobsWorkforce
Schenectady, 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, NY23 hours ago $75k
...Entry-Level Financial Representative 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, NY23 hours 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,...
- ...Job Description Job Description The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join Business Services team as: Cash Management...Bank staffWork at office
Arrow Bank NA
Latham, NY11 days ago $17 - $19 per hour
...support and carry out Pioneer’s vision to build a partnership with our clients to both meet their current needs and achieve their financial goals. Essential Job Functions: # Provides outstanding service and solutions to our clients. # Processes all transactions...Hourly payPart timePioneer Bank, National Association
Schenectady, NY8 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 Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours- 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
$75k
...seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide... ...your client base. Attend hybrid meetings, including in‑person team collaboration, as required. #J-18808-Ljbffr Thoroughbred AdvisorsFlexible hours- Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor. You will identify client needs, build relationships with high-net-worth individuals, and deliver comprehensive recommendations aligned to goals, under...Work at office
$18 - $28 per hour
...Employee Assistance Program …and more! Job Tittle: Relationship Banker II Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services. Proactively seeks...Hourly payFull timeLocal areaNight shiftChemung Canal Trust Company
Latham, NY1 day ago$43.41k
...Job Description: SUNY Schenectady County Community College is seeking a full-time Admissions Advisor. Reporting to the director of admissions and matriculated enrollment, the admissions advisor position is based at the SUNY Schenectady main campus in Schenectady;...Full timeWork at officeLocal areaRemote workNight shiftWeekend workAfternoon shiftSUNY Schenectady County Community College
Schenectady, NY2 days ago- ...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 every day. Being a...Temporary workWork at officeFlexible hoursShift workDay shift
- ...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, NYa month ago - ...reconciliations, cash reporting, disbursements). Post journal entries and support quarterly reporting cycles. Assist in GAAP financial statement preparation. Handle capital calls, distributions, and investor inquiries. Collaborate with clients and teammates...Work at officeTrial period
GP Fund Solutions, LLC
Latham, NY3 days ago - ...based accounting platform tailored to the investment industry. Prepare quarterly fund workpapers and assist in delivering accurate financial reporting. Develop and review mail merge communications to ensure accuracy and consistency. Contribute to the preparation of...Work at officeTrial period
GP Fund Solutions, LLC
Latham, NY2 days ago $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 the company's Corporate Finance team sits at the center of how the company plans,...Work at officeShift work
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