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The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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It offers a wealth of cultural offerings and activities, including several renowned museums (the Albany Institute of History and Art, The NY State Museum), theaters. Proctor s, The Palace) fine dining, and a year-round events calendar full with music and sporting events (The Times Union Center & Saratoga Performing Arts Center.
ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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SVP, DIRECTOR OF SALES AND MARKETINGWith a minimum of 10 years' progressive experience in banking sales and operations in Retail Banking, Wealth Management or Marketing areas, you will:Direct oversight of BSNB's Retail Banking, Wealth Management, and Marketing leadership;Develop sales goals/targets annually to closely align lines of business.
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Mid to large wealth management firm in the Saratoga Springs area is seeking a Chief Operating Officer to lead a large team and direct operations of the division. Qualified candidates will have a BA in Business or a related field and 10+ years of experience in the wealth management field at the Director, VP, Managing Director or similar level.
$350,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Collaborates with business partners in Wealth, Premier, Business Banking, and Insurance to help customers with complex financial and business needs. Recommended to pass the NYS exam to become a Notary Public within 90 days of accepting position (Study for this exam is independent, but Pioneer will pay for the test.
$27.96 an hourFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.
$21 an hourFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Minich MacGregor Wealth Management is a well-established independent Registered Investment Advisory (RIA) firm with a 15-year legacy of growth and success. CERTIFIED FINANCIAL PLANNER™ (CFP®) designation is preferred; other relevant designations (CFA, CPA, etc.
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