Financial Advisor
The 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 their 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, seeking, identifying, and establishing 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 a 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 per year. #J-18808-Ljbffr The Vermont Agency
$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, NY3 days 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...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Albany, NY2 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. This role offers the flexibility to work independently while building long-term relationships with your community. Recognition awaits...Suggested
$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 today$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...SuggestedFull timeLocal area$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 hours$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...$48k - $100k
...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...Work at officeShift workDay shift$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 office- 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
$75k
Thoroughbred Advisors is seeking Financial Services Representatives in the Town of Colonie, NY. This role provides comprehensive training and mentorship, allowing you to offer financial solutions to individuals and businesses. No prior experience is necessary, and a flexible...Remote jobFlexible 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...- 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...
- 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-time...Full timeInternshipFlexible hours
$100k - $125k
New York Life is seeking an eager, strategic financial advisor for an entry-level position in Albany, New York. This role offers room for growth and focuses on helping clients achieve their financial goals through various services like risk management, estate planning,...$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 shift$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$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 office$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Troy, NY1 day ago$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...Hourly pay$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Albany, NY2 days ago$75k
...Entry-Level Financial Representative Thoroughbred Advisors - National Life Group, Latham, New York, United States About this position Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new...Remote workFlexible hoursThoroughbred Advisors
Latham, NY1 day ago- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- 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...Hourly pay
- ...Job Description Job Description 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...Work experience placement
$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...Full timeFlexible hours$80k - $200k
...Financial Advisor Full-Time | Contracted | Hybrid Remote About Thoroughbred Advisors Thoroughbred Advisors is an independent financial services firm with offices in: Latham White Plains Queensbury New York City Staten Island We help families...Permanent employmentFull timeWork at officeRemote workFlexible hours$50k - $70k
...Job Description Job Description 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...Start working todayWork at office$100k - $125k
...Job Description Job Description 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...Start working todayLive inWork at office$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 timeInternshipLocal areaUnavailable
Latham, NY5 days ago
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