Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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 2 days ago
Similar jobs that could be interesting for youBased on the Financial Wellness Advisor & Relationship Builder in Albany, NY vacancy
  • $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... 
    Suggested
    Hourly pay

    KeyCorp

    Albany, NY
    5 days ago
  • $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

    Goldman Sachs, Inc.

    Albany, NY
    1 day ago
  • $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... 
    Suggested
    Hourly pay
    Full time

    KeyCorp

    Albany, NY
    3 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

    Bank of America

    Albany, NY
    3 days ago
  • 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

    Community Bank, N.A.

    Delmar, NY
    4 days ago
  • $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 pay
    Work at office

    Broadview group

    Albany, NY
    3 days ago
  • $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 pay
    Part time

    Busey Bank

    Albany, NY
    1 day ago
  • $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

    Broadview Federal Credit Union

    Slingerlands, NY
    20 hours ago
  •  ...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 start
    Afternoon shift

    JPMorgan Chase & Co.

    Latham, NY
    3 days ago
  •  ...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

    JPMorgan Chase & Co.

    Latham, NY
    3 days ago
  • $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 time
    Work at office
    Local area
    Shift work

    Busey Bank

    Albany, NY
    1 day ago
  • $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 today
    Live in
    Work at office

    New York Life

    Albany, NY
    3 days ago
  • $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Albany, NY
    2 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... 

    Edward Jones

    Albany, NY
    3 days ago
  • 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

    Thrivent Financial

    Albany, NY
    4 days ago
  • 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

    Albany, NY
    2 days ago
  • $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... 
    Traineeship
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Albany, NY
    5 days ago
  • $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 time
    Local area

    Thrivent

    Albany, NY
    2 days ago
  • $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

    UNAVAILABLE

    Latham, NY
    4 days ago
  • 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 today
    Work at office

    The Vermont Agency

    Albany, NY
    5 days ago
  • $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 office
    Shift work
    Day shift

    Bank of America

    Albany, NY
    3 days ago
  • $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 role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Latham, NY
    3 days ago
  • $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 role
    Immediate start
    Shift work
    Day shift

    Bank of America

    Albany, NY
    4 days ago
  • $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

    The Vermont Agency

    Albany, NY
    3 days ago
  • $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

    Broadview Federal Credit Union

    East Greenbush, NY
    1 day ago
  •  ...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

    Penn Community Bank

    South Bethlehem, NY
    1 day ago
  • $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 pay
    Work at office

    Byrne Dairy

    Albany, NY
    1 day ago
  • $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 pay
    Local area
    Flexible hours
    Afternoon shift

    Citizens

    East Greenbush, NY
    3 days ago
  •  ...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

    Pioneer

    Cohoes, NY
    20 hours ago
  •  ...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... 

    Penn Community Bank

    South Bethlehem, NY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Wellness Advisor & Relationship Builder. Be the first to apply!