Financial Advisor Northwestern MutualFinancial AdvisorAlbany, New York$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor - Albany / Hudson Valley Market Bank of America CorpFinancial Solutions Advisor - Albany / Hudson Valley MarketNY$65,000–$80,000 / yearResponsibilities:• 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• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key 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.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Albany, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Albany, NYAlbany, NYUsing 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. 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.
J.P. Morgan Wealth Management - Private Client Advisor - Albany, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Albany, NYAlbany, NYFull timeUsing 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. 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.
NewInvestment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerAlbany, NYKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: NY Capital/Central NY MarketAlbany, NY$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Albany, New York; Syracuse, New York; Poughkeepsie, New York; Saratoga Springs, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
TRS Investment Officer 1/Trainee New York State Thruway AuthorityTRS Investment Officer 1/TraineeAlbany, NY$78,669–$115,477 / yearSubstitutions: Successful completion of all three levels of the CFA exam may substitute for two years of experience; a Chartered Alternative Investment Analyst (CAIA) designation, a Certified Commercial Investment Member (CCIM), a Member of the Appraisal Institute (MAI), or a Certified Public Accountant (CPA) may substitute for one year of experience; and a masters degree in Business Administration concentrating in Finance or a closely related concentration may substitute for two years of experience. Commercial real estate investing (investment acquisitions or asset management) or commercial mortgage lending, specifically involving the financing, investing in, leasing of, or asset management of large commercial real estate assets (generally properties worth $10 million or more).
TRS Investment Officer 1/Trainee NystrsTRS Investment Officer 1/TraineeAlbany, New YorkSuccessful completion of all three levels of the CFA exam may substitute for two years of experience; a Chartered Alternative Investment Analyst (CAIA) designation, a Certified Commercial Investment Member (CCIM), a Member of the Appraisal Institute (MAI), or a Certified Public Accountant (CPA) may substitute for one year of experience; and a master's degree in Business Administration concentrating in Finance or a closely related concentration may substitute for two years of experience. Commercial real estate investing (investment acquisitions or asset management) or commercial mortgage lending, specifically involving the financing, investing in, leasing of, or asset management of large commercial real estate assets (generally properties worth $10 million or more).
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).
Financial Advisor - Albany, NY Thrivent Financial for LutheransFinancial Advisor - Albany, NYAlbany, NYThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Private Client Advisor KeyCorpPrivate Client AdvisorNYCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorNY$80,000–$95,000 / yearBusiness 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. 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).
RFP Sales Writer - Institutional Advisors KeyCorpRFP Sales Writer - Institutional AdvisorsNY$57,000–$87,000 / yearThis includes, but is not limited to: responding to requests for proposals (RFPs), creating new business and/or product presentations, developing collateral marketing and educational materials, sales prospect vetting, maintaining RFP database, assisting with client experience initiatives, and event planning. Bachelor's Degree - Journalism, English, Public Relations, Communications, Marketing, Business, or related field Minimum of 2 years' experience as a professional writer/editor in a communications department, marketing department, advertising firm, or similar environment.
Wealth Management Advisor (Albany, NY) Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor (Albany, NY)Albany, NY$100,000–$110,000 / yearBusiness 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. 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).
Wealth Management Advisor (Albany, NY) TIAAWealth Management Advisor (Albany, NY)Albany, New YorkBusiness 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. 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).
Account Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesNY$55,000–$115,000 / yearLeverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
VP Treasury Services - Albany Med Health System Albany Medical CenterVP Treasury Services - Albany Med Health SystemAlbany, NYManagement liaison with Investment Committee; Oversees and manages implementation of Investment strategies for Investment Portfolios of organization; Monitoring of Investment portfolio performance and activities: Execution of investment strategies previously approved by Investment Committee; reviewing transaction letters and tracking of transactions for completion; review of investment management agreements and other necessary documentation. The Vice President of Treasury Services plays a key role in effectively managing the cash positions and various treasury functions of the Albany Medical Center, while also serving as a partner with other financial divisions of the organization in order to ensure effective and enhanced management of treasury goals and strategies.
IRA Coordinator - Albany, NY TrustCo Bank Corp NYIRA Coordinator - Albany, NYAlbany, NYAssisting with the administration of the Financial Services Department through the handling and oversight of daily and monthly reports, the processing of new and closed accounts, working with account administrators and investment advisors on daily tasks associated with estates, trusts and investment accounts, working with staff members on the factoring of mutual fund postings, working with trust administrators in the processing and filing of annual tax returns and various tax forms, assisting with IRA and employee benefit accounts and working with internal and compliance departments on various request and matters presented to the department. Join Trustco Bank's esteemed team and play a vital role in shaping our future by attracting the brightest minds.
Senior Property & Casualty Risk Consultant Community Bank, N.A.Senior Property & Casualty Risk ConsultantNYThe consultant also participates in the management and coordination of carrier services for large clients and may assume supervisory responsibilities for other risk management staff as directed by the VP Risk Management Services. This role collaborates with client management and OG Risk Advisors to develop innovative risk management solutions for large and complex organizations, reflecting the latest practices and regulatory requirements in the insurance and consulting industries.
Audit Manager II - Financial Crimes TD BankAudit Manager II - Financial CrimesGreenville, New YorkTotal 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. Adheres to internal policies / procedures, enterprise frameworks and methodologies and applicable regulatory guidelines, contributes to the review of internal processes and activities and assists in identifying control weaknesses / failures, potential opportunities to improve operational efficiencies for their business area.
Sr Audit Manager (US) - Financial Crimes - BAU Issue Validation TD BankSr Audit Manager (US) - Financial Crimes - BAU Issue ValidationGreenville, New YorkTotal 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. Adheres to internal policies / procedures, enterprise frameworks and methodologies and applicable regulatory guidelines, contributes to the review of internal processes and activities and assists in identifying control weaknesses/failures, potential opportunities to improve operational efficiencies for their business area.
CFO&EV Consulting Consultant - Utilities Accenture PlcCFO&EV Consulting Consultant - UtilitiesAlbany, NYWe partner with utilities CFOs and finance leaders to modernize the close, accounting, fixed assets, controllership, regulatory reporting, planning, and rate-case-ready data - unlocking insight, productivity, and measurable enterprise value as our clients navigate clean energy, grid modernization, and capital-intensive investment cycles. Translate utilities CFO priorities into measurable enterprise value cases - building business cases, value architectures, and KPI baselines that link finance capabilities to outcomes such as faster close, improved forecast accuracy, rate-case readiness, and reduced cost-to-serve.
NewSenior Chemical Engineer Pilbara MineralsSenior Chemical EngineerPerth, WashingtonTranslate testwork results and pilot plant data into engineering outcomes, including the development of BFDs, PFDs, P&IDs, mass and energy balances and preliminary equipment sizing, working closely with the Chemical Engineer to ensure results are accurately captured in process designs. PLS respectfully acknowledges the Nyamal and Kariyarra People of the Pilbara, the Whadjuk Noongar People of the Perth region and all the Aboriginal and Torres Strait Islander peoples who are the Traditional Owners and First Nations peoples of these lands.