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

Financial Planner

The Vermont Agency

Financial Advisor PositionWe 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!

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Albany, NY vacancy
  • $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...  ..., personal financial advisor or responsibilities, or financial planner roles is essential • Valid FINRA Series 7 & 63/66 preferred but... 
    Suggested
    Start working today
    Work at office

    The Vermont Agency

    Albany, NY
    2 days ago
  • $20.67 - $31.25 per hour

     ...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting... 
    Suggested
    Hourly pay
    Day shift

    KeyCorp

    Albany, NY
    18 hours ago
  • $20.55 - $34.25 per hour

     ...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively... 
    Suggested
    Hourly pay

    M&T Bank

    Albany, NY
    2 days ago
  • $38.48k - $48.71k

     ...based incentives – ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and... 
    Suggested
    Full time
    Temporary work
    Part time
    Bank staff
    Work visa
    Flexible hours

    NBT Bank

    Albany, NY
    1 day ago
  • $25 - $38.46 per hour

     ...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable... 
    Suggested
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    East Greenbush, NY
    4 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Albany, NY
    1 day ago
  • $112.5k

     ...Financial ConsultantSalary: $112,500.00We have partnered with a Financial Services firm in the New York area to provide them with a Financial Consultant. Please review the description below and let us know if you are interested.Prioritized Must Have Skills for the Financial... 
    Work at office
    Remote work

    Relevante

    Albany, NY
    3 days ago
  • $40.88k - $42k

     ...As a financial aid counselor, you will play a crucial role in assisting students in navigating the financial aid process, ensuring access to education through effective financial planning. Your responsibilities will include evaluating financial aid applications, counseling... 
    Work at office
    Remote work

    Excelsior University

    Albany, NY
    18 hours ago
  • $90.2k

     ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow... 
    Full time
    Local area

    Thrivent Financial

    Albany, NY
    2 days ago
  •  ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Albany, NY
    1 day ago
  • $59.1k - $196k

     ...more than just technology. From rapid deployments to entire transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Adaptive Insights Consultant,... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Albany, NY
    3 days ago
  • Our Northwestern Mutual office in the Capital Region Albany, New York area is rapidly expanding and currently seeking an energetic Financial Representative to continue our ambitious growth plan. Northwestern Mutual, one of the “World’s Most Admired” companies according... 
    Work at office

    Northwestern Mutual

    Albany, NY
    1 day ago
  • $65k - $70k

     ...The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be basedout of a Citizens corporate office location and work... 
    Currently hiring
    Work at office
    Local area
    Flexible hours

    Citizens Careers

    Albany, NY
    2 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Albany, NY
    18 hours ago
  •  ...Wealth Consultant Responsible for meeting with clients to assess their financial situation, presenting financial plans that include both short-term and long-term goals, and tailoring specific plans to assist clients in achieving their individual goals. The Wealth Consultant... 
    Temporary work
    Work at office

    Pioneer Corporation

    Albany, NY
    1 day ago
  •  ...Excelsior University is seeking a Financial Aid Counselor to support students through the financial aid process and planning. You will advise on aid programs, assist with applications, and ensure regulatory compliance. The role emphasizes accessibility to education and... 
    Remote work

    Excelsior University

    Albany, NY
    12 hours ago
  •  ...CFOs and controllers transform core accounting and finance operations on Oracle Cloud ERP.You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes with strong consulting, communication, and delivery skills. You are comfortable partnering... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Albany, NY
    4 days ago
  •  ...helps CFOs and controllers transform core accounting and finance operations on SAP S/4HANA ERP.You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes with strong consulting, communication, and delivery skills. You are comfortable partnering... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Albany, NY
    3 days ago
  • $46.99k - $122.4k

     ...community at a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Local area

    CVS Health

    Albany, NY
    2 days ago
  • $50k - $80k

     ...Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate... 
    Full time
    Work experience placement
    Flexible hours

    RBC

    Albany, NY
    18 hours ago
  • $124k - $158k

    Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...
    Work at office
    Flexible hours

    Nance Staffing

    Albany, NY
    2 days ago
  • We Are:Accenture’s SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP solutions and we’re curious and always learning. We’re building the smartest team on the planet, and helping our people gain ...
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Albany, NY
    4 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Albany, NY
    2 days ago
  •  ...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 bank and a capital region Best Place to Work! A... 
    Hourly pay
    Full time
    Local area

    Ballston Spa Bancorp

    Ravena, NY
    18 hours ago
  • 84 m onths of dedicated identity and access management experience with multi-environment experience (Oracle Identity + Microsoft AD + Entra). 84 months of information technology administration experience or equivalent combination of work and educational experiences . (An...

    JSM Consulting

    Albany, NY
    18 hours ago
  • $66.95k - $85.14k

    Homeland Security Program Analyst 1Occupational Category: Other Professional CareersSalary Grade: 18Bargaining Unit: PS&T - Professional, Scientific, and Technical (PEF)Salary Range: From $66951 to $85138 AnnuallyEmployment Type: Full-TimeAppointment Type: Contingent PermanentJurisdictional...

    StateJobsNY

    Albany, NY
    2 days ago
  • $80k - $90k

     ...management, 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... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Albany, NY
    3 days ago
  • We Are:In Consulting we work with C-suite executives, leaders and boards of the world’s leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver...
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Albany, NY
    3 days ago
  • $19 - $29 per hour

     ...Reimbursement Paid time off Employee Assistance Program and more! Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services. Proactively seeks... 
    Hourly pay
    Local area
    Night shift

    Chemung Canal Trust Com

    Slingerlands, NY
    18 hours ago
  • $22.82 - $24.82 per hour

     ...Broadview Financial Services If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Here at Broadview, we deliver a high-quality member service experience by engaging in conversation... 
    Work at office

    Broadview Federal Credit Union

    Castleton On Hudson, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!