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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Wellness Advisor & Relationship Builder in Albany, NY vacancy
- A regional financial institution seeks a motivated Personal Banker in Troy, NY, to foster client relationships and enhance their financial wellness. This role requires strong sales abilities, effective communication, and teamwork. The ideal candidate will have experience...Suggested
$20.67 - $31.25 per hour
...for a Personal Banker in Latham, New York, who will engage clients in meaningful conversations, providing guidance on their financial wellness. This role involves opening personal and business accounts, developing strong partnerships with clients, and ensuring compliance...SuggestedHourly pay$18.5 - $23.42 per hour
...Relationship Banker Pay Range: $18.50 - $23.42 The role of the Relationship Banker is... ...ever-changing environment Ability to work well with people as a team Proficient computer... ...NBT has built a reputation as a stable financial institution by growing our people and...SuggestedFull timeTemporary workPart timeBank staffFlexible hoursNBT Bank
Albany, NY3 days ago$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$20 - $21 per hour
Broadview Federal Credit Union in the Town of Colonie is seeking a Member Service Associate to provide exceptional service to members and visitors. The role includes processing transactions, detecting fraud, and promoting digital channels. Ideal candidates will have a High...Suggested$94k - $175k
A national banking institution is seeking a Relationship Manager to serve high net worth clients in Albany, New York. The role involves acting as the primary client advisor, developing personalized financial strategies, and collaborating with teams to enhance client relationships...Remote job$22.82 - $24.82 per hour
A financial services provider located in Albany, NY, is seeking a Relationship Banker who advocates for members and ensures exceptional service. This role involves fostering relationships, problem-solving, and promoting financial solutions to meet member needs. Candidates...Hourly payWork at officeFlexible hours- ...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
$22.82 - $24.82 per hour
A community-focused financial institution in Slingerlands seeks a member advocate to enhance the member experience and support branch... ...Microsoft Office Suite. Responsibilities include fostering relationships with members, ensuring compliance with financial regulations,...Hourly payWork at office$20.55 - $34.25 per hour
...Primary Responsibilities Play key role in Relationship Management (customer assessments,... ...transition to needs‑based discussion on financial goals. Identify financial needs of customers... ..., and system changes/enhancements, as well as demonstrate good risk‑management decisions...Hourly pay$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. Starting...Work at office- ...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
$20.55 - $34.25 per hour
A leading financial institution located in Troy, New York is seeking a dedicated individual for a role focused on customer relationship management. The successful candidate will identify customer needs and provide timely solutions through proactive outreach. Applicants...Hourly pay- A community-focused financial institution in New York is seeking an experienced Relationship Banker to enhance customer service and provide financial solutions. Responsibilities include processing deposit and loan transactions, identifying customer needs, and effectively...
$22.82 - $24.82 per hour
A community-oriented financial institution in Albany, NY is looking for a Relationship Banker to enhance the experience of members. The role involves advocating for members, resolving complaints, and attracting new business. Candidates should have at least 1-2 years of...Work at office$94k - $175k
...dedicated to serving our clients' financial needs through expert advice... ...investment solutions. The Relationship Manager is at the center of this... ...acting as the primary client advisor, developing and implementing... ...in their existing book as well as collaborating with internal...Work experience placementWork at officeLocal areaRemote workFlexible hoursNight shift$22.82 - $24.82 per hour
A financial services company in the Town of Colonie is seeking a dedicated member service representative. This position focuses on enhancing member experiences, fostering relationships with existing members, and attracting new retail and business members. The ideal candidate...Hourly payWork at office$25 per hour
Citizens is looking for a Banker in Albany, NY, who will focus on providing financial solutions and building lasting relationships with customers. The role requires a high school degree, 2 years of customer service experience, and strong communication skills. You will...Flexible hours$55k - $130k
Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals... ...opportunity with deep support—helping advisors build meaningful businesses while... .... Our approach is rooted in authentic relationships, customized business support, and a...Flexible hours- 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
$100k - $125k
...ready to make a meaningful impact in the financial services industry? At New York Life, we... ...for a passionate and driven financial advisor who thrives on connecting with others... ...'ll have the chance to build long‑term relationships and help clients achieve their financial...Live inWork 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... ...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- Thrivent is seeking Financial Advisors in Albany to provide personal, actionable financial advice while building strong, lasting relationships. This role offers unlimited earning potential through commissions and bonuses, extensive training, and the flexibility to manage...
- 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...
$50k
...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... ...the firm and regulatory authorities, as well as required training to maintain registrations...Work at officeWork from homeHome officeFlexible hours- ...Relationship Banker II Invest in your future at BSNB! 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...Local area
Ballston Spa Bancorp
Guilderland, NY4 days ago - 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...
$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$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor & Relationship Builder. Be the first to apply!
Related searches
- jde finance consultant Albany, NY
- financial advisor Albany, NY
- financial planner Albany, NY
- financial planning assistant Albany, NY
- financial advisor associate Albany, NY
- financial counselor Albany, NY
- junior oracle financial functional consultant Albany, NY
- financial planning associate Albany, NY
- finance associate Albany, NY
- estate planning consultant Albany, NY