Wealth Management Advisor jobs in Albany, NY

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Premier Advisor
Slingerlands, NY 12159
The Premier Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to affluent...
Desired Experience: NMLS
Financial Professional - Retirement Benefits Group
Clifton Park, NY
Training, support and hands-on management. As an entry level Financial Professional in the RBG, you will be primarily focused on providing financial education...
Desired Experience: FINRA License, CPA, CFP
Senior Tax Accountant (Small Firm)
Williams Financial, LLC
Albany, NY
$49,200 - $88,300 a year
Communicate client service improvement and business growth opportunity ideas to management. In addition, they are the primary tax advisor/planner for our select...
Desired Experience: Bank Reconciliation, CPA, Microsoft Word, Financial Accounting, QuickBooks
Easily apply

Wealth Management Lending Officer

Albany, NY 12207
The Wealth Management Lending Officer (WM LO) continually identifies, develops and maintains a quality network of business relationships and relationships with...

InStore Personal Banker

Albany, NY +1 location
Career growth opportunities in Retail, Business Banking or Wealth Management, including, but not limited to, Small Business Relationship Banker, Licensed...
Desired Experience: Cash Handling, NMLS, Customer Service

Client Service Associate

Albany, NY 12207
You’ll be working as part of Wealth Management Americas. Keep management systems up-to-date with client information....
Desired Experience: FINRA License, Microsoft Office

Personal Banker

West Sand Lake, NY +3 locations
Develops strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners...
Desired Experience: Customer Service, Cash Handling

Financial Representative

Latham, NY
$60,000 a year
| Wealth Management Advisor. We are a growing investment advisory office, offering financial planning and wealth management services for individuals and...
Desired Experience: FINRA License, CFP, Microsoft Office
Easily apply

Customer Service Specialist

Albany, NY 12203 (Campus Area-University District area)
Develops strong relationships with customers while becoming a trusted advisor and partner in assisting them in making technology more functional in their lives....

Customer Service Representative

Phoenix Life Insurance Company
East Greenbush, NY
Charged with providing a first class customer experience, which meets regulatory guidelines and supports Phoenix’s wealth management strategy....
Desired Experience: Customer Service

Client Associate

Clifton Park, NY 12065
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and...
Desired Experience: Microsoft Word, Time Management, FINRA License

Professional Financial Assistant

Halliday Financial
Clifton Park, NY
The Financial Assistant role offers a unique opportunity to work with a boutique, client-centric wealth management organization....
Desired Experience: Marketing
Easily apply

KPB Portfolio Manager I

Albany, NY
Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client....
InStore Personal Banker
Clifton Park, NY 12065
Career growth opportunities in Retail, Business Banking or Wealth Management, including, but not limited to, Small Business Relationship Banker, Licensed...
Desired Experience: Cash Handling, NMLS, Customer Service
Customer Service Representative
Phoenix Life Insurance Company
East Greenbush, NY
Charged with providing a first class customer experience, which meets regulatory guidelines and supports Phoenix’s wealth management strategy....
Desired Experience: Customer Service
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