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This is a full-time on-site role for a Wealth Management Associate at Equitable Advisors in Malta, NY. The Wealth Management Associate will be responsible for client acquisition and service, financial planning, communication with clients, utilizing analytical skills, and managing finance and investments on a day-to-day basis.
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The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
$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.
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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 6 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 9 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
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