Top 32 Wealth manager Jobs in Albany Ny

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
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
21h
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 Services Representative - Albany, NY
Fidelity Investments —Albany, NY
- $45,000 - $75,000 a year
- Full-time
- Office
- Financial services
- Entry level
- Paid training
- Loan repayment program
8d
Key Private Bank Associate Relationship Manager
KeyBank National Association —Albany, NY
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Wealth Management Trust Administrator - Albany, NY
Trustco Bank —Albany, NY
- $50,000 - $60,000 a year
- Weekends as needed
- Microsoft Excel
- Mid-level
- Office
- Paid training
- Health savings account
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Solutions (Reporting), Analyst - Albany
Goldman Sachs —Albany, NY
- $55,000 - $75,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Asset & Wealth Management, Administrative Assistant, Cohoes
Goldman Sachs —Albany, NY
- $45,000 - $80,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Mid-level
- Disability insurance
- Health insurance
10d
Wealth Consultant
Pioneer Bank, National Association —Albany, NY
- $50,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
Asset & Wealth Management, Alternative Capital Markets, Client Solutions, Analyst- Albany
Goldman Sachs —Albany, NY
- $55,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Asset & Wealth Management, Private Family Office Client Analyst - Saratoga Springs
Goldman Sachs —Albany, NY
- $55,000 - $75,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Financial Advisor
Northwestern Mutual —Albany, NY
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
14d
Financial Consultant
The Vermont Agency —Albany, NY
- $50,000 - $70,000 a year
- Basic math
- Finance
- Analysis skills
Quick Apply
10d
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
Licensed Financial Professional | Build Your Practice. Expand Your Future.
Scorology —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Mid-level
- Residential
- Business development
- Professional development assistance
- Flexible schedule
Quick Apply
11d

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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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Wealth and Investment Portfolio Manager II
Huntington Bank —Columbus, OH
Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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wealth manager jobs near albany ny

Wealth Management Advisor (Albany, NY)

TIAA -
Albany, NY

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Job Details

Full-time
$100,000 - $110,000 a year

Benefits

Tuition reimbursement
Retirement plan

Qualifications

Customer relationship building
Investment management advisory services
Series 7
Investment client management
Financial product expertise
Customer relationship management
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

Rooted in Mission. Powered by Your Practice.

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests
Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement
Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients

The Experience You Bring

Required:

5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
Deep knowledge of investment solutions and financial planning
Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests
Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives
Thrives with both autonomy and accountability
FINRA Series 7 and Series 63; Series 65 or 66
Life and Health Insurance License — all licenses must be obtained within 120 days of start date

Preferred:

Life and Health Insurance License (Resident State) Multiple Issuers required
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion

Rewarding the Practice You Build

This is a sales role — in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.

TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.

Related Skills

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

Anticipated Posting End Date:

2026-07-15

Base Pay Range: $100,000/yr - $110,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Apply Now

Refine Your Search

wealth manager jobs in albany ny

Wealth Management Advisor (Albany, NY)

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

Financial Professional

Wealth Management Trainee (NY)

Financial Services Representative - Albany, NY

Key Private Bank Associate Relationship Manager

Wealth Management Trust Administrator - Albany, NY

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Solutions (Reporting), Analyst - Albany

Asset & Wealth Management, Administrative Assistant, Cohoes

Wealth Consultant

Asset & Wealth Management, Alternative Capital Markets, Client Solutions, Analyst- Albany

Asset & Wealth Management, Private Family Office Client Analyst - Saratoga Springs

Financial Advisor

Financial Consultant

Senior Director of Family Wealth Consulting

Licensed Financial Professional | Build Your Practice. Expand Your Future.

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