Business Advisor - Albany, NY

The Business Advisor plays a pivotal role in advancing the mission of the Small Business Development Center (SBDC) by providing one-on-one confidential business counseling and technical assistance to entrepreneurs and small business owners. ...

We e seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. · High school diploma or a college degree is preferred. · Excellent communication and interpersonal skills. · ...

Assists Business Risk and Control supported line(s) of business with risk related reporting and analysis to support the identification, measurement, and management of risk; development and implementation of sustainable controls;* · ...

We need you to help us shape what's next at TruStage. · Coach advisors on developing relationships within the credit union program. · Ensure consistent experiences/branding with multiple Rep programs in multiple branch structures. · ...

Wealth Management · Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet evolving needs.Goldman Sachs Ayco believ ...

We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. Our advisor-led wealth management businesses provide financi ...

We are seeking a dedicated Financial Advisor to join our team in a full-time, on-site capacity at our Albany, NY office. · The Financial Advisor will be responsible for developing personalized financial plans, · offering expert advice on investments and assisting clients with ret ...

We're hiring a seasoned Fractional CFO to join our dynamic team serving clients from Albany to New Orleans. As a key player in driving growth, solving problems, and building better financial futures for our clients. · Partner directly with business owners delivering strategic fin ...

The Cybersecurity Advisor role in Cyber Assurance is responsible for recommending changes, maintaining, and managing a suite of detective, preventative, and corrective controls. · The Specialist will ensure that systems such as log management, XDR, SIEM, DLP, VM, CSPM, · eDiscove ...

We are seeking an Associate who can provide Advisor support on the financial market and macroeconomic environment and utilize the GS Wealth Services investment platform to help advisors construct multi-asset class portfolios. · Wealth Management Across Wealth Management Goldman S ...

The Sports & Entertainment/Commercial Lines Senior Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. This role offers the chance to support sophisticated, high-profile, nationally recognized sports and en ...

Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. The primary function of this position is to provide comprehensive support to Goldman Sachs Ayco Advisors and client accounts, · • Work cl ...

Prudential Advisors is looking for an experienced financial professional in the Albany area that is interested in working with an existing book of clients. · ...

This role is responsible for driving operational efficiencies, launching and managing compliant marketing and retention campaigns, and overseeing the accuracy and maintenance of compliance data for all downline and W-2 NFP Medicare and Individual Advisors. · The Team Enablement C ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals. · Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. · Develop a high-quality wealth mana ...

The Personal Risk Client Executive/Sales Advisor is P&C licensed and experienced in all facets of Personal Insurance, · Understand various Carrier Appetites and Carrier Websites · Work closely with Carrier Underwriters to determine risk placement · ...

This is a part-time role requiring approximately 25 hours per week worked Monday through Friday. · Build and maintain professional relationships with clients by assisting them and answering account questions. · Take initiative to handle account inquiries and customer needs and es ...

Cetera Financial Institutions is looking for motivated individuals to fill the role of a Managed Financial Professional with a focus on sales and customer service. · Maintaining all necessary licenses and registrations as required. · Successfully completing all mandatory training ...

We're looking for a dedicated Commercial Insurance Advisor to join our close-knit team and help us continue to protect and grow the businesses that make our community thrive.This isn't just about selling policies; it's about understanding the unique challenges and opportunities e ...

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. · ...