Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerAlbany, NY$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Account Executive – Financial Services SageAccount Executive – Financial ServicesAlbany, NYWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerAlbany, NY$124,000–$335,000 / yearWithin our Tax practice, you will help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Office Assistant - Student Financial Services (Workstudy Only) - Massachusetts College of Liberal Arts Massachusetts College Of Liberal ArtsOffice Assistant - Student Financial Services (Workstudy Only) - Massachusetts College of Liberal ArtsNorth Adams, MAThe student employee will provide general support to the Student Financial Services Office. Specific responsibilities include: Filing and maintaining accuracy over multiple filing systems.
Client Accounting Services CFO OasisClient Accounting Services CFOClifton Park, New York$120,000–$150,000 / yearAbout the Role: OASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development. About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.
CLIENT ACCOUNTING SERVICES CFO OASISCLIENT ACCOUNTING SERVICES CFOCLIFTON PARK, NYFull timeOASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development. OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.
NewFinancial Advisor Associate - Westfield, Massachusetts TD BankFinancial Advisor Associate - Westfield, MassachusettsWestfield, Massachusetts$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor - Paula-Christy Heighton Team Thrivent Financial for LutheransFinancial Advisor - Paula-Christy Heighton TeamAlbany, NYThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Albany, NY Thrivent Financial for LutheransFinancial Advisor - Albany, NYAlbany, NYThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: NY Capital/Central NY MarketAlbany, New YorkUS - NY - Albany - 69 STATE ST (NY6100), US - NY - Clifton Park - 449 ROUTE 146 (NY3449), US - NY - Latham - 26 Century Hill Dr (NY6542), US - NY - Middletown - 90 CRYSTAL RUN RD (NY3090), US - NY - Saratoga Springs - 18 DIVISION ST (NY3018), US - NY - Syracuse - 205 S SALINA ST (NY3205). Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
Financial Advisor Northwestern MutualFinancial AdvisorAlbany, New York$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Licensing Services Clerk (Hourly), Licensing Services Clerk Trainee (Hourly) - Vacancy ID #220683 New York State Thruway AuthorityLicensing Services Clerk (Hourly), Licensing Services Clerk Trainee (Hourly) - Vacancy ID #220683Albany, NY$17.35–$25.10 / hourNotes on ApplyingNotes on Applying: If you are interested and meet the minimum qualifications above, email your cover letter, resume, degree/transcript, and New York State Part 1 Application ( https://dos.ny.gov/employment-opportunities ) to HRM.Recruitment@dos.ny.gov. Duties Description The Licensing Services Clerk duties in the Division of Licensing Services will include but are not limited to the following: o Answer calls and emails related to 38 license disciplines using various databases.
Licensing Services Clerk (Hourly) / Licensing Services Clerk Trainee (Hourly) - Vacancy #223872 New York State Thruway AuthorityLicensing Services Clerk (Hourly) / Licensing Services Clerk Trainee (Hourly) - Vacancy #223872Albany, NY$17.35–$25.10 / hourNotes on ApplyingNotes on ApplyingNotes on Applying: If you are interested and meet the minimum qualifications above, email your cover letter, resume, degree/transcript, and New York State Part 1 Application ( https://dos.ny.gov/employment-opportunities ) to HRM.Recruitment@dos.ny.gov. Duties Description The Licensing Services Clerk duties in the Division of Licensing Services will include but are not limited to the following: Review and process applications submitted to the Department of State, Division of Licensing Services for complete information and verify that additional required documentation is present.
Personal Financial Counselor - National Guard, Latham, NY Magellan Health ServicesPersonal Financial Counselor - National Guard, Latham, NYLatham, NYServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewFinancial Advisor Charter Oak FinancialFinancial AdvisorLatham, NY$55,000–$130,000 / yearWe deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.
Financial Data Associate (Data Analyst 3, SG-27) New York State Thruway AuthorityFinancial Data Associate (Data Analyst 3, SG-27)Albany, NY$106,898–$131,665 / yearThrough engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from financial harm; ensuring the health of the entities we regulate; driving economic growth in New York through responsible innovation; and preserving the stability of the global financial system. Substitution: Associate degree may substitute for two years of specialized experience; bachelors degree may substitute for four years of specialized experience; masters degree may substitute for five years of specialized experience; J.D.
Personal Financial Counselor, Assignment Ready Counselor, PFC Massachusetts Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, PFC MassachusettsWestfield, MAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Advisor(Multiple Levels)- Albany, NY TD BankFinancial Advisor(Multiple Levels)- Albany, NYLatham, New York$61,880–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Professional Cetera Financial Group IncFinancial ProfessionalAlbany, NYCetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
Financial Solutions Advisor - Albany / Hudson Valley Market Bank of America CorpFinancial Solutions Advisor - Albany / Hudson Valley MarketLatham, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.