Top 17 Wealth management advisor Jobs in Albany, Ny

J.P. Morgan Wealth Management - Private Client Advisor - Albany, NY
JPMorganChase —Albany, NY
- $64,380 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Wealth Management Advisor (Albany, NY)
TIAA —Albany, NY
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Virtual Wealth Advisor - Albany, NY / Saratoga Spring, NY / Clifton Park, NY
Citizens Financial Group —Albany, NY
- $65,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Financial Advisor -$80K- $200K
Thoroughbred Advisors —Latham, NY
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Customer service
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Financial Professional
Equitable Advisors —Ballston Spa, NY
- $33,400 - $135,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Trainee (NY)
Bankers Life —Clifton Park, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
Bankers Life —Clifton Park, NY
- $70,334.26 - $84,703.63 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
Quick Apply
Investment Consultant- Albany, NY
Fidelity Investments —Albany, NY
- $59,000 - $74,000 a year
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
- Loan repayment program
- Health insurance
AWM, Goldman Sachs Ayco, Personal Wealth, Financial Advisor, Analyst, Albany, NY
Goldman Sachs —Albany, NY
- $55,000 - $75,000 a year
- Full-time
- Research
- Office
- Business development
- Disability insurance
- Health insurance
5d
Financial Advisor
Charter Oak Financial —Latham, NY
- $55,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Financial services
- Disability insurance
- Health insurance
Quick Apply
Financial Planner
The Vermont Agency —Albany, NY
- $50,000 - $70,000 a year
- Google Workspace
- Microsoft Excel
- Finance
Quick Apply
11d
Vice President, Trust Officer
Ballston Spa National Bank —Ballston Spa, NY
- $88,500 - $157,500 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Office
- Paid holidays
- Health insurance
Quick Apply
6d
Senior Director of Family Wealth Consulting
KeyBank National Association —Albany, NY
- $128,000 - $268,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- Continuous improvement
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
1d

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wealth management advisor jobs near albany, ny

J.P. Morgan Wealth Management - Private Client Advisor - Albany, NY

JPMorganChase -
Albany, NY

Apply Now

Job Details

Full-time
$64,380 a year

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Financial sales
Customer relationship building
Series 7
Client base expansion
Investment client management
Customer relationship management
Financial goal setting advisory services
Life & Health Insurance License
Experience practicing in the securities industry
Customer acquisition

Full Job Description

JOB DESCRIPTION

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. 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.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

Certified Financial Planning (CFP®) certification is preferred
Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

ABOUT US

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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

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wealth management advisor jobs in albany, ny

J.P. Morgan Wealth Management - Private Client Advisor - Albany, NY

Wealth Management Advisor (Albany, NY)

Virtual Wealth Advisor - Albany, NY / Saratoga Spring, NY / Clifton Park, NY

Financial Advisor -$80K- $200K

Financial Professional

Wealth Management Trainee (NY)

Financial Advisor

Investment Consultant- Albany, NY

AWM, Goldman Sachs Ayco, Personal Wealth, Financial Advisor, Analyst, Albany, NY

Financial Advisor

Financial Planner

Vice President, Trust Officer

Senior Director of Family Wealth Consulting

Relationship Manager – Private Wealth & Tax Solutions

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

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