Financial Wellness Advisor & Relationship Builder
Key Bank
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 in customer service and understanding consumer credit. Offering competitive wages and benefits, this position emphasizes client satisfaction and operational efficiency in a dynamic banking environment. #J-18808-Ljbffr
Vacancy posted 4 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...SuggestedHourly pay$18 - $23.08 per hour
...exceptional service and assist clients with their banking needs. This role requires strong cash handling skills and a commitment to financial wellness, ensuring transactions are processed accurately and efficiently. Candidates should have a High School Diploma and experience...SuggestedHourly payKeyCorp
Albany, NY3 days 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...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$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....SuggestedWork at officeBroadview Federal Credit Union
Slingerlands, NY4 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
$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$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$23.75 - $29.03 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...from Day One. Job Description Client Relationship Consultants build relationships with... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance...Temporary workWork at officeLocal areaU.S. Bank
Bethlehem, NY20 hours 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 timeLocal areaThrivent Financial
Albany, NY1 day ago- ...Securities, located in Albany, NY, is searching for experienced financial advisors eager to join a rapidly growing organization. The ideal... ...have a strong track record of success, existing client relationships, and the necessary licenses. This remote position offers a...Remote work
San Blas Securities
Albany, NY20 hours ago - ...Financial Advisor - Albany, NY page is loaded## Financial Advisor - Albany, NYlocations: NY -... ...them build, grow and protect financial well-being through purpose-based advice, investments... ...and maintain genuine, long-term relationships throughout generations based on trust...Local area
Thrivent Financial
Albany, NY4 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... ...complemented by a proven track record of building strong client relationships with existing and prospective customers. A bachelor’s...Start working todayWork at office
The Vermont Agency
Albany, NY2 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, NY13 hours 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... ...systems, and related programs is needed Superior communication, relationship building, and math skills to establish a strong foundation...Start working todayLive inWork at officeNew York Life
Albany, NY4 days ago$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 officeNorthwestern Mutual
Albany, NY13 hours ago- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland... ...Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia;... ...life they envision through a personal relationship with their advisory team committed to...Shift workDay shift
Arizona Staffing
Albany, NY13 hours 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 officeWork from homeHome officeFlexible hoursEdward Jones
Albany, NY5 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- 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
$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- 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...
$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$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 shiftCitizens
East Greenbush, NY3 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 shift- ...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
$50 per hour
...Job Title: Javelina Plan Builder | Location: Remote | Type: Long‑Term Contract | Rate: $50/hr. Job Description: We are seeking an experienced Javelina Plan Builder to join our team on a long‑term contract basis. The ideal candidate will have strong hands‑on experience...Long term contractContract workRemote workClinDCast LLC
Albany, NY4 days ago- A healthcare solutions company is seeking an experienced Javelina Plan Builder for a long-term remote contract. The successful candidate will have extensive experience in plan building with Javelina and will be responsible for developing accurate build plans from business...Remote jobLong term contract
- J004125 JIB Missouri Jack LLC in Troy, Missouri is looking for a Team Leader to inspire and manage staff while ensuring a friendly and safe work environment. Responsibilities include supervising daily activities, training team members, and maintaining food safety standards...Shift work
J004125 JIB Missouri Jack LLC
Albany, NY4 days ago $108.63k - $127.8k
...the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very... ...teammate who takes accountability, builds strong cross-functional relationships, and follows through on deliverables. Demonstrates the...Local areaCoinbase
Albany, NY13 hours ago
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
- financial planning assistant Albany, NY
- financial consultant Albany, NY
- financial advisor associate Albany, NY
- financial planning associate Albany, NY
- jde finance consultant Albany, NY
- financial associate Albany, NY
- financial planner Albany, NY
- financial advisor Albany, NY
- associate corporate finance Albany, NY
- financial planning administrator Albany, NY