Financial advisor jobs in Queensbury, New YorkCreate job alerts

Personal Financial Advisor (Private Wealth). Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial deci

Job Description We are looking for an experienced Tax & Accounting Manager to join a small, local public accounting firm in the Glens Falls, NY area. This position offers the chance to take ownership of meaningful client relationships, contribute to the firm’s continued growth, and work closely with leadership in a collaborative environment. It is well suited for an experienced public accounting specialist seeking long-term career progression, a visible leadership role, and a future path toward partnership. Responsibilities: • Direct a range of tax engagements for individuals, business entities, and fiduciary clients, ensuring accuracy, timeliness, and compliance with applicable regulations., • Prepare and review corporate, partnership, individual, and estate-related tax filings while maintaining high quality standards across all deliverables., • Supervise the completion of financial statement compilations and reviews, offering thoughtful guidance to support client accounting needs., • Serve as a trusted advisor to clients by addressing tax planning matters, operational questions, and broader financial concerns., • Build and strengthen long-term relationships with a primarily local client base through responsive service and consistent follow-through., • Assume increasing responsibility for an established portfolio of accounts, with the expectation of gradually transitioning into broader ownership of client engagements., • Support business advisory efforts that may include bookkeeping oversight, entity formation guidance, and recommendations tailored to client goals. Salary Range: $85,000 - $150,000 DOE • CPA designation is required., • Open to candidates ranging from high-level staff to senior and up to manager level., • Recent public accounting experience in a tax-focused leadership or manager-level role preferred., • Demonstrated ability to prepare and review returns for corporations, partnerships, individuals, and trusts or estates., • Experience overseeing financial statement review or compilation work for business clients., • Proficiency with UltraTax or comparable tax software., • Strong client management skills with the ability to communicate clearly and build lasting client relationships., • Knowledge of annual income tax provision work, bookkeeping concepts, and general business advisory practices. For more information or confidential consideration, please reach out to Hayden Bauer.

Financial Advisor, Wealth Advisor, or Personal Financial Consultant. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms. Financial Advisor (CFA or CFP).

19 Things to Cut When Money Gets Tight - Make the Most of Your Income!!Everyday Expenses That Add Up Small daily purchases can quietly drain your budget over time. Common examples include: Daily coffee runs Bottled water Premium gas for cars that don’t require it Lottery tickets and impulse spending Cutting back on just one or two of these habits can free up hundreds — or even thousands — of dollars each year without making major lifestyle sacrifices. Review Subscriptions and Recurring Costs Many people continue paying for services they rarely use, including: Gym memberships Storage units Subscription services Taking time to review recurring charges can help eliminate unnecessary monthly expenses and simplify your budget. Reduce High-Interest Debt High-interest debt can make it difficult to get ahead financially, especially when large portions of payments go toward interest instead of principal. Some strategies that may help include: Consolidating debt into lower-interest loans Using balance transfer credit cards with introductory 0% APR offers Refinancing existing balances Lowering interest payments can create more breathing room in your monthly budget and help accelerate debt repayment. Make Everyday Spending Work for You Certain financial tools can provide additional value when used responsibly, such as: Cash back credit cards Travel rewards programs High-yield savings accounts Online shopping tools that automatically apply discounts For people who already spend regularly on groceries, gas, dining, or travel, these benefits can add up over time. Build a Simple Financial Plan Having a basic financial plan can help improve confidence and long-term decision-making. Helpful areas to review include: Monthly spending habits Emergency savings Retirement goals Debt repayment priorities Even simple planning can make financial goals feel more manageable and less overwhelming. Prepare for Unexpected Expenses Large surprise expenses can quickly disrupt a budget. Some people use tools like: Pet insurance Home warranties Emergency savings accounts Paycheck advance apps These resources may help reduce the financial impact of unexpected repairs, medical bills, or emergencies. Explore Smarter Borrowing Options Homeowners may have alternatives to high-interest personal loans through options like home equity lines of credit (HELOCs). Comparing rates and repayment terms before borrowing can help reduce long-term costs and avoid unnecessary fees. Be More Intentional With Online Shopping Online spending can become expensive without realizing it. Browser extensions, cash back programs, and price comparison tools may help shoppers: Find discounts automatically Compare prices across retailers Avoid overpaying for everyday purchases Protect Long-Term Financial Goals Inflation, market volatility, and investment fees can affect retirement savings over time. Reviewing advisor fees, diversifying investments, and regularly evaluating financial goals may help strengthen long-term financial security. The Bottom Line Improving your finances doesn’t always require drastic changes. Often, the biggest impact comes from: Cutting unnecessary recurring expenses Lowering interest payments Using financial tools more strategically Building small, sustainable habits over time Starting with one or two manageable changes can make budgeting feel less stressful and more achievable.

A national bank is seeking a Personal Banker in Queensbury, NY to enhance client financial wellness through tailored advice and relationship building. The role requires at least 1 year of customer relationship experience, preferably in sales, to successfully engage clients and meet their financial n

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Bank Of America Financial Advisor. Key responsibilities include triaging client leads,

This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. Serves as an advisor to provide an

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Bank Of America Financial Advisor. Key responsibilities include triaging client leads,

Financial Advisor (Western NY Market). M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Catonsville market. CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation.

Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Financial Advisor (Western NY Market). M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Catonsville marke

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospe

Financial Solutions Advisor Stage I – Registration Candidate Primary responsibility is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Plan clients’ short‑ and long‑term financial goals by building a financial plan with brokerage pro

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

Assist in the preparation of monthly financial statements, annual budgets, audits and system implantations.

Senior Registration Associate - Urology Office- Clifton Park.If you are looking for an administrative position in Clifton Park, full-time, this could be your opportunity! Here at St.Peter's Health Partner's, we care for more people in more places.This position is located at 1735 U.Quality of Life: W

Customer Service Representative.The Customer Service Representative handles customer service requests, appointment booking, customer questions, complaints, and billing inquiries with the highest degree of courtesy and professionalism to resolve customer issues with one-call resolution.The Customer S

Senior Medical Receptionist (Registration Associate) - Clifton Park, NY - FT/DAYS.If you are looking for a position as a Senior Registration Associate (Receptionist) in Clifton Park, this could be your opportunity.Peter's Health Partner's, we care for more people in more places.This position is loca

Customer Service Representative- Bathroom Partitions.Job Category: Customer Service.Location: Clifton Park, NY 12065, USA.Bobrick is the industry-leading manufacturer of Stainless Steel commercial washroom accessories with 100+ years of experience.A mid-sized, privately owned company, Bobrick includ

Customer Service Representative.With Raymour and Flanigan, you'll quickly learn that our core beliefs are about you! We believe that if we treat our associates well, they will treat our customers well.We will continually ask you to think outside of the box to raise the bar in our business and we wil

ENT and Allergy Associates (ENTA) and Hmi, one of the nation's largest ENT, Allergy, and Audiology medical practices, is seeking a Full-Time Medical Receptionist for our Southampton office location.Scheduling patient appointments.Entering patient demographics into the computer.Pulling and filing med

Customer Service Representative I.If you are interested in working for a company who believes in adding value to their employees and customers, Burch Bottle & Packaging may be the place for you! We are looking to add a Customer Service Representative to our growing, world-class Customer Service team

Customer Service Representative.County Waste, a Waste Connections Company, is looking to add a Customer Service Representative to our team in Clifton Park, NY.Schedule: Monday through Friday, 8:00am to 5:00pm.We are Waste Connections, an integrated services company that provides solid waste collecti

The Commercial Lines CSR at Math Insurance Service is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific servi

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, a

We are located in Clifton Park, NY and help customers with their insurance and financial services needs, including: Auto insurance, Home insurance, Life insurance, Retirement planning.

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, and Business Insurance.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Customer Service Representative- Bathroom Accessories.Job Category: Customer Service.Bobrick is the industry-leading manufacturer of Stainless Steel commercial washroom accessories with 100+ years of experience.A mid-sized, privately owned company, Bobrick includes brands such as Koala Kare, operate

With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career!.ELS is hiring for the position of Administrative Assistant in Corinth, New York.The Office Manager oversees the day-to-day operations of the property administr

Ensure Seamless Care Coordination: You'll maintain accurate medical records, manage appointment schedules, and handle financial transactions, keeping the hospital running smoothly and efficiently. Plan for your future with our 401k retirement options and additional financial protection benefits like

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. We help customers w

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Outside Sales Representative (Door-to-Door) Fiber Internet.Here at GoNetspeed, we believe in the power of connectivity.We believe that life doesn't wait for us to catch up.We believe that providing the fastest and most reliable Internet to the communities we serve means committing to the present an

Administrative Assistant With Bookkeeping Experience.SERVPRO of The Twin Ports is hiring an Administrative Assistant with Bookkeeping experience!.SERVPRO of The Twin Ports offers:.And more! As an Administrative Assistant, you would be asked to assist office teammates and all customers by handling of

Lead Client Service Representative - Veterinary Practice.Hospital hours are Monday and Wednesday from 7:00 AM to 7:30 PM; Tuesday, Thursday, and Friday from 7:00 AM to 6:30 PM; and Saturday from 7:30 AM to 12:30 PM (every other Saturday required).The hospital is closed on Sundays.East Greenbush Anim

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. We help customers w

Administrative Assistant (Onsite - PART TIME).Welcome to The Brothers that just do Gutters, where we're all about keeping things flowing smoothly! At The Brothers that just do Gutters, we're a tight-knit team dedicated to making sure homes stay dry and stylish.Our work environment is as dynamic as o

Advanced Excel capability for project financial tracking, forecasting, reporting, and analysis. Lead change control and cost validation; provide clear financial reporting to stakeholders.

Roles and responsibilities details go here.Experience required details go here.Skills and certifications details go here.Eligibilities And Qualifications.Eligibilities and qualifications details go here.

This position is related to distributed generation energy projects in the utility sector.Experience with projects in this area is required.Project managers are responsible for guiding projects from start to finish.For the client we support these projects could be T&D, hydro-electric, substation, and