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Personal Wealth Planner & Advisor

Job in City of Albany, Albany, Albany County, New York, 12201, USA
Listing for: Pioneer
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 60000 USD Yearly USD 50000.00 60000.00 YEAR
Job Description & How to Apply Below
Location: City of Albany

A financial services firm is seeking a Wealth Consultant to meet with clients and assess their financial situations. The role involves presenting personalized financial plans to help clients achieve their goals. Ideal candidates must hold the New York State Life and Health Insurance License, along with relevant FINRA licenses, and have experience in selling investment products. The position requires excellent communication skills and the ability to develop strong client relationships.

This is a full-time position with a salary range of $50,000 - $60,000, plus commission.
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