- Citizens (Loudonville, NY)
- …and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and ... personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and… more
- Edward Jones (Albany, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Bank of America (Albany, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Bank of America (Albany, NY)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Latham, NY)
- Financial Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market Latham, New York;Saratoga Springs, New York; Scotia, New York; Yorktown ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Broadview FCU (Albany, NY)
- …you have come to the right place! Summary of Role: To provide financial services to members of affiliated credit unions and/or outside clientele. Responsible for ... Management group for Broadview. Essential Job Functions/Responsibilities: + Provide financial planning and related products/services to members/clients from the… more
- Cardinal Health (Albany, NY)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. … more
- Foresters Financial Services (Albany, NY)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... broker-dealers encompassing, among others, Cetera Advisors (https://www.ceteraadvisornetworks.com/welcome) , Cetera Advisor Networks (https://www.ceteraadvisornetworks.com/welcome) , Cetera Financial Institutions,… more
- KeyBank (East Greenbush, NY)
- …by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year ... **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- KeyBank (Albany, NY)
- …12207 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Business… more
- Ryder System (Albany, NY)
- …(LM) to identify opportunities for cost and productivity improvements. * Act as a financial advisor to General Managers and operational teams. * Must have a ... **Summary** The Finance Segment Manager is responsible for a range of financial management functions across various operations, providing key financial analysis,… more
- Bank of America (Albany, NY)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Albany, NY)
- Market Leader - Advisor Development Program Albany, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Humana (Albany, NY)
- …caring community and help us put health first** The Virtual Health Network Advisor will be accountable for leading the contracting strategy to support the ... contract language development, negotiation, contract execution, and management. The Advisor must have strong analytical and critical thinking skills. The… more
- KeyBank (Albany, NY)
- …- Albany, New York 12207 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank… more
- Travelers Insurance Company (Albany, NY)
- …- $66,100.00 **Target Openings** 5 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... requirements. As a result, InsuraMatch requires that all InsuraMatch Insurance Advisor Trainees obtain and maintain an insurance license (either Property and… more
- Staffing Solutions Organization (Albany, NY)
- …which is a reflection of our clients and the people they serve. **Medicaid Program Advisor - Albany, NY** **Summary:** The Medicaid Program Advisor will work in ... opportunity application, expenditure plan, approval documents, contract documents and financial matrices. + Oversee the maintenance of listservs, tracking databases… more
- Staffing Solutions Organization (Albany, NY)
- …a reflection of our clients and the people they serve. **Medicaid Program Advisor , Albany NY** **DHPCO 1014** **Summary** This individual will assist the Department ... plan solvency. **Specific duties include:** + Assist in the development of quarterly financial reports to collect financial information from the Medicaid Managed… more
- KeyBank (Albany, NY)
- …with our clients, Payment Advisors will serve as the client's trusted advisor for payment solutions to develop, manage and retain profitable client relationships ... years payments/treasury or cash management experience (preferred) **Tactical Skills** + Financial acumen including the ability to read and understand income… more
- Sedgwick (Albany, NY)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your ... Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Claims Advisor , Professional Liability To analyze complex or technically difficult management,… more