Financial 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.
Personal Financial Counselor - Air National Guard, Scotia, NY Magellan Health ServicesPersonal Financial Counselor - Air National Guard, Scotia, NYSchenectady, 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.
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.
AWM, Goldman Sachs Ayco, Personal Wealth, Financial Advisor, Analyst, Albany, NY The Goldman Sachs Group IncAWM, Goldman Sachs Ayco, Personal Wealth, Financial Advisor, Analyst, Albany, NYAlbany, NY$60,000–$75,000 / yearOur Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Strategic Relationship Management: Collaborate intimately with Private Wealth Advisors to provide comprehensive support for relationship management and sophisticated investment processes, catering to the unique needs of high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits.
Financial Advisor(Multiple Levels)- Albany, NY TD BankFinancial Advisor(Multiple Levels)- Albany, NYLatham, New YorkEnsures 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 Solutions Advisor - Albany / Hudson Valley Market Bank of AmericaFinancial Solutions Advisor - Albany / Hudson Valley MarketLatham, New YorkKey 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. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeAlbany, New YorkKey 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. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Personal Financial Counselor - National Guard, Latham, NY Magellan Health IncPersonal 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.
Personal Financial Counselor - Air National Guard, Scotia, NY Magellan Health IncPersonal Financial Counselor - Air National Guard, Scotia, NYSchenectady, 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.
Financial Advisor Series 7 San Blas SecuritiesFinancial Advisor Series 7Albany, NYThis 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. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Financial Aid Advisor - Senior Rochester Regional Health SystemFinancial Aid Advisor - SeniorNY$23–$30 / hourLICENSES / CERTIFICATIONS: PHYSICAL REQUIREMENTS: S - Sedentary Work - Exerting up to 10 pounds of force occasionally Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. For disease specific care programs refer to the program specific requirements of the department for further specifications on experience and educational expectations, including continuing education requirements.
Financial Advisor(Multiple Levels)- Albany, NY The Toronto-Dominion BankFinancial Advisor(Multiple Levels)- Albany, NYLatham, NY$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.
Manager Information Technology Services 2 (Information Security), SG-29 New York State Thruway AuthorityManager Information Technology Services 2 (Information Security), SG-29Albany, NY$118,425–$145,039 / yearSubstitutions: A bachelor's degree or higher in any field including or supplemented by 15 semester credit hours in computer science or related field substitutes for three years of required experience; any bachelor's degree substitutes for two years of required experience. Through 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.
Financial Client Analyst Nesco Resource, LLCFinancial Client AnalystLatham, NY$55,000–$75,000 / yearOur client is looking for an accomplished financial services professional, ideally with their Series 7, to assist with day to day client management, financial analytics, and reporting. Growing firm, in a niche sector of the financial management industry, is looking for a Client Analyst to join its team.
Financial Counselor, Saratoga Hospital Albany Medical Health SystemFinancial Counselor, Saratoga HospitalAlbany, NY$46,215–$60,080 / yearHigh School Graduate or equivalent plus at least 2 years applicable experience, or Associate of Applied Science (AAS) degree with 1-year applicable experience or combination of some college and 1-year experience. This role may require access to information considered sensitive to Albany Med Health System, its patients, affiliates, and partners, including but not limited to HIPAA Protected Health Information and other information regulated by Federal and New York State statutes.
Customer Service Representative (Annual Report Services) - Hybrid (Usa) R0059271 Wolters KluwerCustomer Service Representative (Annual Report Services) - Hybrid (Usa) R0059271Albany, NY$29,200–$48,900 / yearWolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.
Customer Service Representative (Annual Report Services) - Hybrid (USA) R0059271 Wolters Kluwer N.V.Customer Service Representative (Annual Report Services) - Hybrid (USA) R0059271Albany, NY$29,200–$48,900 / yearWolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.
Client Service Leader - Water & Wastewater Services CDM SmithClient Service Leader - Water & Wastewater ServicesLatham, New YorkJob Description: CDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client engagement and business development for municipal water services for multiple, municipal and state agency clients in the greater Albany-Troy-Schenectady, N.Y. We have worked on some of the largest infrastructure projects for major clients throughout the region and are looking for someone who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients.
Client Service Leader - Water & Wastewater Services CDM Smith IncClient Service Leader - Water & Wastewater ServicesLatham, NYCDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client engagement and business development for municipal water services for multiple, municipal and state agency clients in the greater Albany-Troy-Schenectady, N.Y. We have worked on some of the largest infrastructure projects for major clients throughout the region and are looking for someone who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients.
Client Services Associate, Wealth Management State Employees Federal Credit UnionClient Services Associate, Wealth ManagementAlbany, NY$22.62–$27.15 / hourCSAs work closely with Advisors, Leadership, and other specialists to deliver exceptional, anticipatory hospitality while gaining broad exposure to wealth operations, advisor practice management and growth, financial planning support, and regulatory compliance. Essential Job Functions/Responsibilities: Partner with assigned Advisors and increase their capacity to grow client relationships and books of business by creating efficiencies, managing operational tasks, and leveraging technology and resources.