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$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...SuggestedWork at officeUnavailable
Latham, NY1 day ago$80k - $100k
...recruiter 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 hoursBankers Life
Clifton Park, NY13 hours ago$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, NY1 day 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, NY2 days ago $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...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$21 - $25.5 per hour
...FT Non-Exempt Required Degree High school Manage Others No Contact Name Kelly Dussault Phone (***) ***-**** Join Our Team as a Financial Counselor at Hometown Health Centers! Location: On-site position, Schenectady, NY Position Type: Full-Time Who We Are: At Hometown...Full timeTemporary workFlexible hours- Hudson Valley Credit Union is looking for a Relationship Advisor in Latham, NY. The ideal candidate will deliver exceptional member service while processing financial transactions and engaging in consultative sales to build lasting member relationships. Responsibilities...
$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, NY4 days 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, NY13 hours ago $28.85 - $33.65 per hour
...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Hourly payTemporary workShift workDay shiftDormont Manufacturing Company
Clifton Park, NY4 days 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 shiftBank of America
Latham, NY13 hours ago- Magellan Health is seeking a Personal Financial Counselor in Scotia, NY. This role provides personal financial counseling services to military members and their families within the community. Responsibilities include one-on-one counseling and developing financial materials...
- Wise Financial LLC, located in Clifton Park, NY, is seeking a full-time Financial Services Representative to join their team. This hybrid position offers a blend of in-office collaboration and remote work flexibility. The role involves working closely with clients to clarify...Full timeWork at officeRemote work
- A leading financial services provider is seeking a Personal Financial Counselor to provide essential financial services to military service members and their families. Responsibilities include one-on-one counseling, coordinating financial workshops, and developing materials...
- 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, NY2 days ago $250k
...service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business...$25 - $38.46 per hour
...Private Client Banker Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The... ...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial...Hourly payWork experience placementDay shift$25.48 - $31.25 per hour
Citizens in Schenectady, NY is looking for a Banking Advisor to connect with customers and provide personalized financial solutions. You'll support their spending, saving, and investing goals while collaborating with various banking partners. This role offers a salary...Hourly pay$117.6k - $176.4k
...Associate Finance Director The Associate Finance Director supports financial management, controllership, and planning activities to ensure accurate financial results, strong internal controls, and effective decision support. This role blends day-to-day controllership...Visa sponsorshipWork visaRelocation package- 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
TradeJobsWorkForce
Schenectady, NY3 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, NY13 hours ago - 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. They will maximize every...Immediate start
First New York Federal Credit Union
Schenectady, NY4 days ago $16.45 - $22.45 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 payFull timePioneer Corporation
Schenectady, NY2 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, NY1 day 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
Northwestern Mutual
Latham, NY13 hours 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 hoursNorthwestern Mutual
Latham, NY1 day ago$4,000 - $6,000 per month
...interpersonal skills Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People...For contractorsWork at officeFlexible hours- ...companies and contributing to fundraising and investor relations activities. Were looking for someone who combines strong analytical and financial skills with curiosity and a passion for entrepreneurship and innovation. Key Responsibilities Deal Sourcing & Investment...
F6 Ventures
Schenectady, NY27 days ago $50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Schenectady, NYmore than 2 months ago- ...ideal for recent graduates or current students anticipating graduation. The successful candidate will build relationships with clients and work with our team to help achieve their financial goals, all while fostering the Pioneer culture and brand. #J-18808-Ljbffr Pioneer
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