Financial Advisor
$50k - $70kThe Vermont Agency
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Be a coachable, organized team member interested in pursuing training development and educational opportunities Qualifications: • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Willing to study and obtain a Life Insurance license Compensation: $50,000 - $70,000
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Compensation:
$50,000-$70,000 per year
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
Bank of America
Albany, NY3 days 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 promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...SuggestedStart working todayLive inWork at officeNew York Life
Albany, NY2 days ago- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...Suggested
Voya Financial
Albany, NY2 days ago $55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices... ...experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while making a lasting impact on the...SuggestedFlexible hoursCharter Oak Insurance and Financial Services
Latham, NY3 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Albany, NY5 days ago$90.2k
...Overview Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...Full timeLocal areaThrivent Financial
Albany, NY4 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 achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at officeUnavailable
Latham, NY2 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 a client practice, supported by branch, home‑office, and regional teams. Key Responsibilities Build relationships...TraineeshipWork at officeHome officeFlexible hoursEdward Jones
Albany, NY1 day ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Albany, NY3 days ago$61k - $250k
Northwestern Mutual in New York is seeking ambitious individuals to become financial advisors. You will have the opportunity to build your client base, develop holistic financial plans, and earn performance-based income from $61K to $250K annually. Our training program...- Hudson Valley Credit Union is looking for a Relationship Advisor in Latham, NY. The ideal candidate will deliver exceptional member service while processing financial transactions and engaging in consultative sales to build lasting member relationships. Responsibilities...
- Rk-Partners is seeking a Financial Advisor to join their team in Albany, NY. This role provides the freedom to offer comprehensive financial solutions from a wide array of innovative products. Prospective candidates will cultivate lasting client relationships and navigate...
- Financial Advisor - Albany, NY page is loaded## Financial Advisor - Albany, NYlocations: NY - Albanytime type: Full timeposted on: Posted Todayjob requisition id: REQ-46949Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent...Local area
- Join Thrivent as a Financial Advisor in Albany, New York, where you will guide clients toward financial clarity and make a meaningful impact. This role offers the flexibility to work independently while building long-term relationships with your community. Recognition awaits...
- As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities...Work experience placement
$75k
...Entry-Level Financial Advisor Thoroughbred Advisors - National Life Group Latham, New York, United States About this position Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious...Flexible hoursThoroughbred Advisors
Latham, NY1 day ago- ...career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping...Flexible hours
WizeHire
Latham, NY2 days ago - ...Northwestern Mutual is seeking College Financial Representatives in Albany, NY. This internship offers a unique opportunity to build a financial planning practice under the guidance of industry experts while earning performance-based pay. The ideal candidate is a full-...Full timeInternshipFlexible hours
Northwestern Mutual
Albany, NY1 day ago - ...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... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayShift workDay shift
Dormont Manufacturing Company
Albany, NY14 hours ago $50k - $70k
...strategies? We are seeking a money‑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,...Work at officeThe Vermont Agency
Albany, NY2 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 roleImmediate startShift workDay shiftBank of America
Albany, NY3 days ago$80k - $90k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shiftBank of America
Latham, NY2 days ago- Dormont Manufacturing Co is seeking individuals to provide impactful financial advice, helping clients achieve financial clarity through personalized guidance. You will have the opportunity to build a practice within a supportive environment, while also enjoying unlimited...Flexible hours
$50k - $70k
The Vermont Agency in Albany, NY is looking for an entry-level financial advisor to join their team. Ideal candidates will have a Bachelor’s degree in business administration, finance, or a related field, along with strong communication and analytical skills. This position...- Job Overview Financial Solutions Advisor Stage I (FSA I) - An entry‑level role focused on building client relationships, obtaining necessary securities licenses, and delivering comprehensive financial advice within Bank of America’s client‑centered approach. Key Responsibilities...Work at officeFlexible hoursDay shiftWeekday work
- Thoroughbred Advisors - National Life Group is seeking an Entry-Level Financial Advisor in Latham, New York. This role offers an opportunity to build a rewarding career in finance without prior experience, combined with a robust training program that prepares you for success...TraineeshipFlexible hours
- Bank of America is seeking candidates for the entry-level role of Financial Solutions Advisor Stage I in Troy, New York. The position focuses on building client relationships and obtaining necessary securities licenses while delivering comprehensive financial advice. The...Flexible hours
$75k - $85k
Job Description This position provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting...Temporary workWork at officeShift workDay shift- 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
$50k - $70k
The Vermont Agency located in Albany, NY, is looking for an eager financial advisor for an entry-level position with significant growth potential. The role involves customizing financial plans, assessing client information, and making strategic financial recommendations...
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