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
- 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
- KeyBank is seeking a Financial Wellness Advisor in Glenmont, New York. This role involves client servicing, transaction support, and providing... ..., identifying client needs, and developing strong relationships with clients to deepen financial interactions. Suitable candidates...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- KeyBank in New York seeks a senior relationship manager for public sector clients to originate, structure and distribute banking products and services. You will deepen trusted advisor relationships by understanding client needs and delivering tailored solutions. You will...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$21.25 - $24.5 per hour
...Description Job Description The Arrow Financial Corporation Family of Companies is... ...professional to join our Colonie team as: Relationship Banker This opportunity may be... ...addition to your work and life experiences, as well as your passion and excitement for the...Work at officeLocal areaImmediate startFlexible hours$80k - $150k
...Associate Relationship Manager Location: 66 South Pearl Street, Albany New York Job Summary... ...) is dedicated to serving our clients' financial needs through expert advice and... ...investment advisory services and products as well as knowledge of competitors and competitive...Work experience placementWork at officeLocal areaFlexible hoursNight shift$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$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- Broadview FCU seeks a Relationship Banker to support the East Greenbush Capital East Region, including Troy and nearby branches. The role... ...advocacy, expanding relationships, and delivering accurate financial solutions. It requires 1-2 years of branch banking experience...
$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- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ..., Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington... ...life they envision through a personal relationship with their advisory team committed to...Work at officeShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life...Full timeContract workFor contractorsWork at office$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$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$50k - $70k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a... ...complemented by a proven track record of building strong client relationships with existing and prospective customers • A Bachelor’s...Start working todayWork at office- ...investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans... ...clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy...
$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... ...systems, and related programs is needed Superior communication, relationship building, and math skills to establish a strong foundation...Start working todayLive inWork at office$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- ...common purpose to help make financial lives better through the power... ..., emotional, and financial wellness, recognizing and rewarding... ...us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...and managing client relationships to considering a client’s complex...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Albany, New York;Clifton... ...they envision through a personal relationship with their advisory team committed... ..., 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$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- 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...
- ...Manufacturing Co is seeking individuals to provide impactful financial advice, helping clients achieve financial clarity through personalized... ...have a bachelor’s degree and the ability to foster long-term relationships based on trust, while working collaboratively with colleagues...Flexible hours
- Bank of America is seeking a Financial Solutions Advisor Stage I to help clients achieve their financial goals. The role includes obtaining necessary... ...licenses and practicing foundational skills for client relationships. With strong training and support, you'll develop a...
$61k - $119k
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life...For contractorsWork at office- 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-...
- 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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor & Relationship Builder. Be the first to apply!
- financial planning administrator Albany, NY
- financial advisor development program Albany, NY
- wealth advisor Albany, NY
- associate corporate finance Albany, NY
- financial associate Albany, NY
- strategic finance associate Albany, NY
- estate planning consultant Albany, NY
- financial advisor Albany, NY
- financial advisor associate Albany, NY
- financial counselor Albany, NY


