1mo
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Private Client Advisor
East Greenbush, New York, United States
$62k/yr HybridFull Time
FINRA SIE, Series 7 and Series 66/63+65 required; resident state insurance licenses required. High school diploma required (bachelor's preferred). Valid driver's license, occasional travel, consultative sales and financial planning experience.
1w
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J.P. Morgan Wealth Management – Private Client Advisor – Albany, NY
Albany or Albany or Albany
$64k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, client acquisition skills, Series 7 and Series 66 (or 63/65) active, life/health/long-term-care insurance license, goals-based planning and relationship management.
1mo
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Work From Home - Client Benefits Advisor
Brattleboro, Vermont, United States
RemoteFull Time
Must be driven, competitive, a self-starter, and willing to be coached; work remotely with interested clients; interviews via Zoom.
Zoom
3d
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Financial Advisor/Financial Planner
Saratoga Springs, New York, United States
OnsiteFull Time
5+ YOE5+ years as a financial advisor with an existing book of business; bachelor’s degree; CFP preferred; strong client relationship, communication, and financial planning skills.
3w
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Wealth Management Client Associate
Saratoga Springs, New York, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, deliver accurate client materials, learn technology platforms, detail-oriented, high school diploma required; SIE/Series licenses desired; Microsoft Office and Salesforce proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Wealth Management Client Associate
Saratoga Springs, New York, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors; high school diploma/GED required; SIE/Series 7/66 (or 63/65) preferred; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; strong communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Financial Advisor
Albany, New York, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6,7,63 licenses, entrepreneurial mindset, client-facing relationship skills, and legal US work authorization.
2w
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Part-Time Beauty Advisor - Sephora
Albany, New York, United States
$17/hr OnsitePart Time
Authentic passion for beauty, client-facing retail or service experience, strong written and verbal communication, flexible availability including nights/weekends/holidays, ability to lift up to 50+ lbs.
2mo
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Part-Time Beauty Advisor (Rehire/Referral)
Clifton Park, New York, United States
$17-$22/hr OnsitePart Time
Client-facing retail/service experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to perform physical tasks and lift up to 50 lbs.
handheld scanners, multiple frequency devices
2mo
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Wealth Management Advisor (Albany, NY)
Albany, New York, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of business for affluent clients; FINRA Series 7 and Series 63; Series 65 or 66; Life and Health Insurance License (must be obtained within 120 days).
1mo
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Wealth Management Associate
Glens Falls, New York, United States
$90k-$130k/yr OnsiteFull Time
Provide senior-level client service supporting financial advisors, strong knowledge of financial products, MS Office (Excel) proficiency, leadership and organizational skills, and exceptional client communication.
Microsoft Excel, Microsoft Office, MS Online, Internet applications
1mo
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Branch Office Administrator - Springfield, VT
Springfield, Vermont, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account openings and transactions, use MoneyGuide, Salesforce, and Microsoft Office; requires analytical thinking, attention to detail, and strong communication.
MoneyGuide, Salesforce, Microsoft Office
1d
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Retail Cosmetics Sales Counter Manager - MAC, Crossgates - Full Time
Albany, New York, United States
$17-$28/hr OnsiteFull Time
Lead beauty advisors, drive sales and client development, execute merchandising and events, analyze sales performance, flexible availability including weekends/holidays, able to lift 25 lbs and stand for extended periods.
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