- Citizens (Albany, 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
- Robert Half Finance & Accounting (Troy, NY)
- …resources and support. Position Overview: Our client is seeking a highly motivated Financial Advisor with a Series 7 license to join their expanding ... Description We are representing a financial services firm based in Troy, NY, that...based in Troy, NY, that specializes in delivering personalized financial planning and investment advice. This firm prides itself… 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 (Scotia, NY)
- Financial Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market Latham, New York;Scotia, New York **Job Description:** At Bank of America, we ... 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
- 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
- New York State Civil Service (Latham, NY)
- NY HELP No Agency Military and Naval Affairs, Division of Title Resource Advisor 2 Occupational Category Financial , Accounting, Auditing Salary Grade 16 ... Management Officer (CFMO) and/or other appropriate supervision, the Resource Advisor Titles provide financial advice, accounting, bookkeeping and resource… 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
- Broadview FCU (Albany, NY)
- …Bachelor's degree and a minimum of five (5) years related experience as a financial advisor , sales manager or equivalent combination of education and experience. ... place! Summary of Role: Responsible for the leadership of Financial Advisors and Senior FA's. Serve as backup for...and growth strategies as a Sales Manager for the Advisor Team. Essential Job Functions/Responsibilities: + Develop and implement… more
- Edward Jones (Delmar, NY)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Raymond James Financial, Inc. (Clifton Park, NY)
- …* Acts as a business development consultant; sources, establishes and develops new Financial Advisor affiliations with the region. * May provide support and ... direction to the selection, training, and development of Financial Advisor Trainees. * Provides supervision and regulatory oversight of region. * Ensures the… more
- Siena College (Loudonville, NY)
- …Provide Financial Readiness Training (FRT) or coordinate for FRT with a certified financial advisor + Be prepared to Supervise and mentor 5 Work Study ... Students (WSS) or Gold Bar Recruiters (GBRs) + Handle all travel requests for faculty and students and process travel expense + Provide support and problem-solving assistance to students, faculty, and administrators in the ROTC department Salary: $17.24 per… more
- CenterWell (Albany, NY)
- …caring community and help us put health first** The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... support for business segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to… more
- JPMorgan Chase (Albany, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your… more
- New York State Civil Service (Albany, NY)
- …No Agency Financial Services, Department of Title Pharmacy Policy Advisor (Special Assistant, NS) Occupational Category Other Professional Careers Salary Grade ... the appointing authority. Minimum Qualifications The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient … more
- H&R Block (Albany, NY)
- **524588BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- Travelers Insurance Company (Albany, NY)
- …- $66,100.00 **Target Openings** 17 **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
- Cardinal Health (Albany, NY)
- …investors, and others, as it relates to ESG topics.** **_Role Summary_** **The Advisor in this role will be responsible for maintaining and improving existing ESG ... social and governance (ESG) data and disclosures across the enterprise. The advisor will support all aspects of data collection, aggregation, validation, gap… more
- Staffing Solutions Organization (Albany, NY)
- …is a reflection of our clients and the people they serve. **Medicaid Program Advisor - Albany, NY** **Item 1220** **Summary** The Medicaid Program Advisor (2) ... opportunity application, expenditure plan, approval documents, contract documents and financial matrices. + Oversee the maintenance of listservs, tracking databases… more