Financial Wellness Advisor & Relationship Builder
Keybank, National Association
A major financial institution is looking for a Personal Banker to join their Albany team. The role focuses on engaging clients to assess their financial needs and offer personalized advice and products. The ideal candidate is sales-driven and possesses effective communication skills to build and maintain client relationships. Responsibilities include opening accounts, ensuring compliance, and collaborating with team members to enhance client experiences. This position offers a competitive hourly pay rate and benefits. #J-18808-Ljbffr KeyBank
$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...SuggestedHourly pay$55k - $75k
Goldman Sachs, Inc. is seeking a Financial Advisor to join the team in Albany, New York. The successful candidate will focus on personalized... ...and development. The advisor will build strong client relationships and provide exceptional service during scheduled conversations...Suggested$20.67 - $31.25 per hour
...join their team. The role involves engaging with clients to uncover their financial needs, providing tailored solutions, and assisting with account openings. With an emphasis on sales and relationship management, candidates should have strong communication skills and a...SuggestedHourly payFull time$48k - $100k
A leading financial services company based in Albany, NY is seeking a Financial Advisor to deliver comprehensive wealth management solutions. The ideal candidate will... ...and a proven record of establishing client relationships and driving portfolio growth. Responsibilities...Suggested- Community Bank, N.A. in Delmar is seeking a Relationship Banking Representative to provide excellent customer service. This role involves handling transactions, greeting customers, and supporting branch sales initiatives. Candidates should have a high school diploma and...Suggested
$22.82 - $24.82 per hour
The Broadview group is looking for a Relationship Banker in Albany, NY, who is eager to provide excellent member service and support financial needs. Responsibilities include enhancing member experiences, attracting new members, and ensuring compliance with regulatory guidelines...Hourly payWork at office$18 - $20 per hour
Busey Bank is seeking a Relationship Banker in City of Troy, NY. The role combines teller duties with personalized customer service, conducting financial transactions, and cross-selling products. Responsibilities include handling complex banking tasks, managing accounts...Hourly payPart time$22.82 - $24.82 per hour
Broadview Federal Credit Union is seeking a Relationship Banker to provide exceptional service to members at the Patroon Creek Branch and throughout the Capital East Region. The ideal candidate will have strong communication skills and branch banking experience. This role...Hourly pay- ...passion for helping customers, building relationships, and delivering extraordinary customer... ...relationships with our customers, using your financial knowledge to offer thoughtful solutions... ...with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship...Immediate startAfternoon shift
- ...major banking institution in the United States is seeking a Relationship Banker to enhance customer experiences and build lasting relationships... .... This role involves managing customer accounts, providing financial solutions, and connecting clients with technology. Candidates...Flexible hours
$18 - $20 per hour
Position Summary The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible...Part timeWork at officeLocal areaShift work$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... ..., and related programs is needed • Superior communication, relationship building, and math skills to establish a strong foundation...Start working todayLive inWork at office$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...Key Responsibilities Build relationships to create new clients via... ...and regulatory authorities, as well as required training to maintain...Work at officeWork from homeHome officeFlexible 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...
- 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
- Join Thrivent as a Financial Advisor in Albany, New York, where you will guide clients toward financial clarity and make a meaningful impact... ...flexibility to work independently while building long-term relationships with your community. Recognition awaits those self-...
$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... ...regional teams. Key Responsibilities Build relationships and generate new clients through face‑to‑face...TraineeshipWork at officeHome officeFlexible hours$90.2k
...Make an impact providing expert financial advice with heart. Thrivent... ..., grow and protect financial well-being through purpose-based... ...complete Thrivent’s comprehensive advisor onboarding program. After... ...maintain genuine, long-term relationships throughout generations based...Full timeLocal area$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life...Work at office- We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a promising... ...by a proven track record of building strong client relationships with existing and prospective customers. A bachelor’s degree...Start working todayWork at office
$48k - $100k
...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...life they envision through a personal relationship with their advisory team committed to... ...Nona Marie (CA2801), US - CA - Indian Wells - 74800 US HIGHWAY 111 (CA0806), US -...Work at officeShift workDay shift$80k - $90k
...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...life they envision through a personal relationship with their advisory team committed to... ...horizon, risk profile, and preferences as well as servicing client accounts Documents...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$50k - $70k
...minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry‑level financial advisor candidate has a passion for developing long‑term relationships and an interest in financial data, estate planning, business...Work at office$22.82 - $24.82 per hour
...conversation with members, reviewing their full financial profile, and recommending appropriate... ...members, while fostering deeper relationships with existing members utilizing The Member... ..., and auditory communication skills, as well as interpersonal interaction skills. Bilingual...Work at office- ...multiple responsibilities simultaneously. Balanced decision making keeping both customer and company in mind. Strong interpersonal and relationship‑building skills. Effective selling, cross‑selling, and referral skills. Microsoft product proficiency and the ability to use...Work experience placement
$22.82 - $24.82 per hour
A financial institution in Albany, New York, is seeking an enthusiastic individual for a role focused on member advocacy and banking services. The candidate will support branch growth and serve members through exceptional service delivery. Qualifications include an Associate...Hourly payWork at office$21 per hour
...opportunities to help them achieve their financial goals by providing personalized advice... .... What You'll Get Meaningful work & relationships - Help customers with important financial... ...arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid...Hourly payLocal areaFlexible hoursAfternoon shift- ...candidates must possess a high school diploma or GED and demonstrate strong mathematical and cash handling skills. You will build relationships with clients and assist them in achieving their financial goals while exemplifying Pioneer’s IMAGINE culture. #J-18808-Ljbffr Pioneer
- ...exceptional customer service. You will be responsible for cross-selling banking products based on customer needs and maintaining strong relationships. The ideal candidate has a degree and previous experience in banking. Proficiency in Microsoft products and effective...
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