Top 62 Financial advisor Jobs in Latham, Ny

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
Bankers Life —Clifton Park, NY
- $70,334.26 - $84,703.63 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
Quick Apply
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
12d
Financial Advisor
Edward Jones —Troy, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Management Trainee (NY)
Bankers Life —Clifton Park, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
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
14d
Entry-Level Financial Advisor
NPA Financial, LLC —Halfmoon, NY
- From $50,000 a year
- Full-time
- No experience needed
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
8d
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
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
Investment Associate, FINRA Registered - Albany, NY
Key Investment Services, LLC —Albany, NY
- $23.08 - $34.62 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Research
- Mid-level
7d
Financial Professional
Equitable Advisors —Albany, NY
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Entry-Level Financial Representative
Thoroughbred Advisors - National Life Group —Latham, NY
- $75,000 a year
- Hybrid work
- No experience needed
- Business development
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Private Client Banker - Latham Circle
KeyBank National Association —Latham, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Wealth Planner
Cerity Partners —Saratoga Springs, NY
- $90,000 - $120,000 a year
- Email
- Hybrid work
- Research
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
5d
Private Client Banker- Glenville
KeyBank National Association —Glenville, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Financial Representative Trainee
Northwestern Mutual —Latham, NY
- $75,000 - $200,000 a year
- Full-time
- Sales
- Bachelor's degree
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Licensed Private Client Banker- Saratoga County
KeyBank National Association —Saratoga, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Retirement Plan Consultant - Albany, NY
Corebridge —Albany, NY
- $60,000 - $70,000 a year
- Email
- Spanish
- English
- Mid-level
- Wellness program
- Health insurance
13d
Financial Consultant
The Vermont Agency —Albany, NY
- $50,000 - $70,000 a year
- Basic math
- Finance
- Analysis skills
Quick Apply

I want to receive the latest job alert for financial advisor in latham, ny

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near latham, ny

Financial Advisor jobs in Clifton Park, NY

Financial Consultant jobs in Albany, NY

Wealth Management Advisor jobs in Albany, NY

Financial Advisor jobs in Troy, NY

Planner jobs in Saratoga Springs, NY

Financial Advisor jobs in Huntsville, AL

Financial Advisor jobs in Bel Air, MD

Service Advisor jobs in Folsom, CA

Financial Advisor jobs in Boulder, CO

Financial Advisor jobs in Bellevue, WA

Teach Financial Literacy jobs in New York, NY

Financial Advisor jobs in Colorado Springs, CO

Financial Crime Investigator jobs in California

Entry Level Financial Analyst jobs in Connecticut

Entry Level Financial Analyst jobs in Dayton, OH

Entry Level Finance jobs in Kentucky

Entry Level Financial Analyst jobs in Savannah, GA

Lincoln Financial jobs in Remote

Entry Level Mechanic jobs in San Diego, CA

Entry Level Financial Analyst jobs in Oklahoma City, OK

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

Citizens Financial Group
Albany, NY

Apply Now

Job Details

Full-time
$65,000 - $70,000 a year

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
Opportunities for advancement
Retirement plan

Qualifications

Life Insurance License
Financial sales
Life insurance knowledge
Series 7
Experience practicing in the securities industry
Series 63

Full Job Description

Description

Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers.

The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Wealth Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients’ financial needs and goals.

The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Wealth Advisor strives to meet and exceed identified sales goals. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.

Primary responsibilities include

Focus on clients: Aspire to deliver world-class customer service
Drive sales: Analyze the client’s investment needs and achieve sales growth goals by delivering an exceptional virtual experience
Build book of business: Proactively seek ways to develop and expand client relationships
Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills

Qualifications, Education, Certifications and/or Other Professional Credentials

Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments

Pay Transparency

The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Hours and Work Schedule

Hours per Week: 40
Work Schedule: M-F

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Benefits

Awards We've Received

Dave Thomas Foundation’s Best Adoption-Friendly Workplace

Disability:IN World's Top Disability Inclusive Business

Glassdoor
Best Place to Work in Consulting, Finance & Insurance

Human Rights Campaign Corporate Equality Index 100 Award

Newsweek America's Most Charitable Company

The Banker's
US Bank of the Year

Apply Now

Refine Your Search

financial advisor jobs in latham, ny

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

Financial Advisor

Financial Advisor -$80K- $200K

Financial Advisor

Wealth Management Trainee (NY)

Investment Consultant- Albany, NY

Entry-Level Financial Advisor

Wealth Management Advisor (Albany, NY)

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

Key Private Bank Associate Relationship Manager

Investment Associate, FINRA Registered - Albany, NY

Financial Professional

Entry-Level Financial Representative

Private Client Banker - Latham Circle

Wealth Planner

Private Client Banker- Glenville

Financial Representative Trainee

Licensed Private Client Banker- Saratoga County

Retirement Plan Consultant - Albany, NY

Financial Consultant

I want to receive the latest job alert for financial advisor in latham, ny

Related Searches

Explore jobs in more locations

Background Check

Benefits

Awards We've Received

Job Seeker Tools

Employer Tools

Browse

Stay Connected