Wealth Manager

Job Title: Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at UHY Wealth Management. As a Wealth Management Associate, you will play a critical role in supporting our wealth advisory team in delivering exceptional client service and achieving business objectives.Key...

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Advisory Assistant to join our team at UHY Wealth Management. As a key member of our wealth management team, you will be responsible for providing exceptional client service, executing trades, and performing various administrative tasks to support the department.Key...

THE FOCUS IS YOU: We get to know you and take a focused approach to serving your business, totally dedicated to your specific needs. We give you specialized, individualized attention and provide solutions that empower you to succeed. All while delivering “The Next Level of Service”.Our Albany office is looking for a Wealth Advisory Assistant to create...

Job OverviewFusco Personnel is seeking a highly skilled Client Wealth Coordinator to join a growing Wealth Management Firm in the Capital District area.Key ResponsibilitiesProvide exceptional client service and support to wealth management clientsAssist with daily operations, including data entry, record-keeping, and communication with clients and team...

Join Our Team as a Wealth Management ProfessionalWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service, operational support, and risk management to our Private Wealth Advisors and...

Empowering Client SuccessAt Goldman Sachs, we seek a highly motivated and detail-oriented Wealth Management Professional to support our Private Wealth Advisors and clients in Albany, NY. As a key member of our team, you will provide exceptional client service, operational support, and risk management expertise to drive business growth and client...

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Centralized Wealth Management team, you will provide comprehensive support to our Private Wealth Advisors and their clients, ensuring exceptional client service and operational excellence.Key...

Unlock Your PotentialAre you a detail-oriented and self-motivated individual with a passion for client service and a desire to work in a fast-paced environment? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who...

Client Wealth CoordinatorAlbany, NY Fusco Personnel is actively recruiting a Client Wealth Coordinator for a growing Wealth Management Firm in the Capital District area. This is a FT Direct Hire opportunity. Qualifications:2-5 years experience in the financial services industryExcellent written, verbal and interpersonal communication skillsStrong attention...

About Our BusinessAt Goldman Sachs, we are a leading global investment banking, securities and investment management firm. Our commitment is to empower clients and customers around the world to reach their financial goals.Our Wealth Management BusinessWe provide financial planning, investment management, banking and comprehensive advice to a wide range of...

Client Wealth CoordinatorAlbany, NY Fusco Personnel is actively recruiting a Client Wealth Coordinator for a growing Wealth Management Firm in the Capital District area. This is a FT Direct Hire opportunity. Qualifications:2-5 years experience in the financial services industryExcellent written, verbal and interpersonal communication skillsStrong attention...

Job DescriptionJob DescriptionOPERATIONS MANAGERAlbany, NYFusco Personnel is currently recruiting an Operations Manager. This is a FT Direct Hire opportunity in the Capital Region. The ideal candidate will manage the client facing team of a wealth management firm. Requirements:Bachelor’s degree with an emphasis in Finance, Accounting or a related field is...

Job SummaryFusco Personnel, Inc. is seeking a highly skilled Client Wealth Coordinator to join our team. As a Client Wealth Coordinator, you will be responsible for providing exceptional client service and support to our wealth management clients.Key ResponsibilitiesProvide administrative support to our wealth management team, including data entry,...

Job OverviewFusco Personnel, Inc. is seeking a highly skilled Senior Business Manager to lead our client-facing team. This is a full-time direct hire opportunity in the Capital Region.Key ResponsibilitiesManage a team of professionals in a wealth management firm.Develop and implement business strategies to drive growth and success.Collaborate with...

The CompanyOur client, one of the nation’s largest bank and financial services providers, is seeking to add a Wealth Planner – Certified Financial Planner (CFP) to their team in Albany, NY. This position is a great career opportunity for an experienced wealth management professional and offers a highly competitive salary and benefits package.The...

Client Service AssociateWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at The Colony Group. As a key member of our financial advisory team, you will be responsible for providing exceptional client service and support to our high-net-worth and ultra-high-net-worth clients.Key Responsibilities:Assist clients and...

Job SummaryWe are seeking a highly skilled Event Marketing Manager to join our team at Broadridge Financial Solutions, Inc. As a key member of our marketing team, you will be responsible for developing and executing world-class in-person and virtual events that drive revenue, pipeline development, and client engagement.Key ResponsibilitiesPartner with...

Join Our Team at DebekaWe are one of the top ten companies in the insurance and building society industry, with a strong focus on employee-friendly work environments and top-notch insurance quality. Our commitment to excellence has earned us numerous awards, and we're proud to be the largest trainer in the insurance industry nationwide.As a key member of our...

Job Summary:As a Senior Relationship Manager at Berkshire Bank, you will be responsible for providing direction and leadership to affluent clients, delivering on the bank's franchise power. You will work collaboratively with the MyBanker Team Leader to ensure alignment and proper prioritization to achieve short and long-term business strategies and...

Job SummaryCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.Key ResponsibilitiesProactively identify and sell a broad array of Investment and Insurance products to customers.Deliver...