14 Results for

Financial Advisor Jobs in Albany, NY

Jobs

Albany, NY30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Latham, NY9 days ago

$55,000–$130,000 Per Year

We 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.

Albany, NY30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Albany, NY30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Albany, NY30+ days ago

$55–$65 Per Hour

With over a decade of leadership in outsourced fractional financial advisory services, we offer a unique opportunity to work with diverse businesses in a hybrid setting; partially remote, partially on-site at client offices, and in our newly renovated, dog-friendly office in Saratoga Springs. As a Fractional CFO, you'll partner directly with business owners, delivering strategic financial insights and managing high-impact projects -- from forecasting and systems implementation to M&A support and team development.

Albany, NY30+ days ago

$55–$65 Per Hour

With more than a decade of leadership in outsourced financial advisory services, CEFO Advisors partners with organizations across multiple industries to provide strategic financial guidance, operational insight, and forward-looking solutions. This role is ideal for an experienced finance professional who enjoys working with small to mid-sized organizations, values variety in their work, and is interested in continuing to learn and grow in a collaborative, client-facing environment.

Albany, NY7 days ago

$57,151–$60,000 Per Year

Minimum Qualifications Required Qualifications:- Bachelor's degree- General experience in Enrollment Management, Admissions, and/or Financial Aid or related areas- Must be able to work as part of a team, as well as independently- Ability to be flexible as needs shift through the academic yearPreferred Qualifications: - Previous call/contact center experience or related customer service experience- Basic federal tax knowledge- Basic knowledge of interpreting public assistance documentation- Outstanding verbal and written communication skills- Ability to work and manage a variety of tasks in a very busy environment- Strong attention to detail and organizational skills- Proficient with Microsoft Office Suite - in particular, Outlook, Excel, Word- Proficient with Oracle web-based applications and portals- Ability to analyze the components of a problem and develop logical solutions- Ability to be empathetic and express patience with students and families who are trying to gather difficult documentation. The incumbent for this position will work regularly with the following:- Enrollment Management- Recruitment Response Center- Student Financial Aid Services- Application Services Center- Educational Opportunity Program (EOP)- Campus Admission and Enrollment professionals- High School Counselors- Students and their families.

Saratoga Springs, New York30+ days ago

$250,000–$300,000 Per Year

This role sits at the nexus of Private Advisors and the broader firm, collaborating with Regional Leadership and cross-functional partners across Operations, Technology, Product, Legal, and Compliance to remove friction, drive productivity, and enable high-performing advisory businesses. Position: The Director of Advisor Productivity is a senior regional leadership role responsible for helping Rockefeller Global Family Office (RGFO) Private Advisors grow, operate more efficiently, and deliver an exceptional client experience.

Albany, NY17 days ago

Working 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.

Halfmoon, New York18 days ago

$20.96–$25.39 Per Hour

Albany, New York24 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. 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.

Albany, NY30+ days ago

$120,000–$150,000 Per Year

This is a hands-on leadership role suited for a strategic, detail-oriented finance professional who thrives in a fast-paced environment and enjoys partnering with executive leadership to drive operational and financial success. The Controller plays a critical role in ensuring financial accuracy, strengthening internal controls, and providing insight that supports long-term business growth.

Albany, New York30+ days ago

$200,000–$280,000 Per Year

Leading a multidisciplinary organization spanning Public Relations, Communications, Brand and Design, Digital Strategy, Marketing Technology, Market Strategists, and regional marketing teams, the CMO ensures integrated marketing and business development efforts that elevate visibility, engagement, and growth across all divisions. As a key member of the leadership team, the CMO drives a strategic, insight-driven, and client-focused marketing function that connects business goals, brand strategy, and client engagement across all markets and disciplines.

Albany, NY30+ days ago

$120,000–$150,000 Per Year

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Financial Advisor Jobs in Albany, NY

Financial Advisor - Licensed RK Partners

Financial Advisor Charter Oak Financial

Financial Advisor Series 7 San Blas Securities

J.P. Morgan Wealth Management - Private Client Advisor - Albany, NY JPMorgan Chase Bank, N.A.

Chief Financial Officer - Fractional CEFO Advisors

Fractional Chief Financial Officer (Part-Time) CEFO Advisors

Enrollment Advisor New York State Civil Service

Director of Advisor Productivity Rockefeller Capital Management

Account Executive – Financial Services Sage

Relationship Advisor Hudson Valley Credit Union

College Financial Representative, Internship Program Northwestern Mutual

Controller redShift Recruiting

Chief Marketing Officer Colliers Engineering & Design

Controller Redshift Recruiting LLC

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