Financial Advisor
The Vermont Agency
Financial Advisor
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills.
The Vermont Agency$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 hours$75k
...We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising...SuggestedWork at office- Prudential Advisors is looking for an Experienced Financial Advisor in the Buffalo market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...SuggestedWorldwide
$70k - $125k
Allied Financial Partners (AFP) is excited to be adding another Financial Advisor to our team. At Allied Financial Partners, our Financial Advisors enjoy the benefits of a strong, reliable, values-driven organization and can focus on growing their business and mastering...SuggestedWork at officeLocal area- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...SuggestedWork at officeFlexible hours
- Prudential Advisors is looking for driven, motivated self-starters in the Buffalo-Niagara area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the...
- ...Job Description Job Description As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given...
$26 - $43.34 per hour
...Overview: Conducts a needs analysis of current and potential customers under guidance and direction of more experienced Financial Advisors. Based on these analyses, profiles, assesses, and closes sales opportunities for existing and perspective customers within assigned...Hourly payWork experience placementWork at office- ...Overview: 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...Work experience placementBank staffWork at office
$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...Full timeContract workFor contractorsWork at office$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- The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...Hourly payWork experience placementImmediate start
$50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours$75k
...Job Description Job Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating...Work at office$96.7k - $125.7k
...Finance function for a large, multi-brand retailer in a fast-paced, complex environment. Gap Inc.'s headquarters Finance team provides financial support to various business units and the Executive Leadership teams. You will be responsible for providing guidance, data, and...Minimum wageFull time$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 pay- ...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
$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$20.67 - $31.25 per hour
...Personal Banker Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementDay shift$28.85 - $33.65 per hour
Position Summary Financial Solutions Advisor Stage I (FSA I) - retail and small‑business advisor focused on guiding clients through financial planning and investment solutions. Candidates must obtain SIE, Series 7, and Series 66 licenses within specified timelines and will...Hourly payPermanent employmentImmediate startMonday to FridayDay shift- Job Overview A law firm seeks a Public Finance Associate in Buffalo, NY. The ideal candidate will have 2 to 5 years of experience in public finance law, supporting various transactions and managing multiple clients in a dynamic environment. Duties Assist with public finance...Local areaFlexible hours
$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours$17.89 - $24.73 per hour
Job Overview This position is responsible for performing any of the various tasks listed, as assigned. Tasks include additional bill letters, application 74 bill adjustments, cf 6084 bill processing, cn processing, customs statements assembly and submission, duplicate awb...Work at officeMonday to FridayShift work- ...economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal... ...to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University...Full timeWork experience placementLocal area
$20.55 - $34.25 per hour
...focused outbound calling, and fraud prevention. The role also requires completing basic research on customer profiles, identifying financial needs, and presenting product and service options. Additionally, it involves proactive outreach to clients, onboarding new...Hourly pay$25 - $26.77 per hour
...Execute the bank’s risk culture and strive for operational excellence. Build relationships with clients to understand and meet their financial needs. Follow established processes and guidelines to do what is right for clients and the bank. Manage financial center traffic,...Hourly payShift workWeekend workDay shift$150k - $200k
seeking a finance attorney with 6+ years of significant experience for the firm’s Rochester or Buffalo office This Jobot Job is hosted by: Monica Feltz Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $150,000 - $2...Work at officeLocal areaRemote work$37 per hour
...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...- ...experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business. ESSENTIAL FUNCTIONS Achieve financial wellness activity goals, such as...Full timeWork experience placementWork at officeWeekend workAfternoon shift
$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 payLocal areaFlexible hoursAfternoon shift
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