- Pioneer Bank (Albany, NY)
- TITLE: Wealth Consultant LOCATION: Various REPORTS TO: Vice President - Wealth Management CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 55 ($58,459 - ... $85,000) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: The Wealth Consultant position is responsible for meeting with clients to assess their… more
- Charles Schwab (Albany, NY)
- …supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab ... clients, providing them with wealth management and financial planning advice. Over time, you'll...progress toward achieving their goals. + Openness to manage wealth on behalf of our clients including: Retirement Planning,… more
- Equitable (Albany, NY)
- …**Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. ... CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers… more
- Cayuse Holdings (Albany, NY)
- …this C-level position but will be expected to act as a partner and consultant to each company president, helping them shape each business unit's performance in more ... are adjacent. + Must have significant experience working with treasury and strategic wealth management and growth which will be critical for our continued growth. +… more