Financial advisor jobs in Schenectady, New YorkCreate job alerts

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

Job Description About Stellix The Stellix Group of companies share a common mission of providing transformative solutions at the intersection of science and technology that enable our customers to deliver a healthier and more sustainable future. Our unique portfolio of companies is focused on helping life sciences and industry manufacturers build, connect, and transform operations and IT to make real progress in breakthrough therapeutics, food, energy, and more. Role Summary This position requires a strategic mindset and a hands-on approach to implementing strategies to support the company's goals and objectives. You will serve as a trusted advisor to management, ensuring compliance with HR policies and procedures while fostering a positive work environment. As an HR Business Partner, you will be responsible for ensuring HR priorities are aligned with business strategies and objectives in designated business unit(s). This position will develop partnerships across the HR function to deliver value-added programs to management and employees that reflect the business objectives of the organization. The HR Business Partner maintains an effective level of business literacy about the business unit's financial position, its short- and long-term plans, its culture, and its competition. As a critical member of the business unit’s leadership team, the HR Business Partner will help business leaders anticipate future needs with data-driven recommendations that improve performance, retention, and the overall employee experience. The HR Business Partner will be responsible for supporting, designing, and implementing various HR programs and initiatives in collaboration with the Manager, Human Resources Business Partners, and HR Centers of Excellence Duties and Responsibilities • Provides day-to-day HR business partner support for the NECI (Emerson product focused) business unit, consisting of approximately 150 exempt and non-exempt employees in multiple locations; NY (Clifton Park, Rochester & Buffalo), ME (Bangor) and MA (Foxborough and Auburn)., • Provides employee relations and performance management guidance to line managers (e.g., coaching, counseling, career development, disciplinary actions)., • Supports execution of critical HR initiatives and projects (e.g., Performance Management, Compensation reviews, Org Design, Workforce Planning and Learning and Development)., • Maintains in-depth knowledge of legal requirements related to day-to-day management of employees, reducing legal risks, and ensuring regulatory compliance. Partners with external legal counsel as needed., • Responsible for HR site compliance; ensures any new state or federal posters are posted accordingly and coordinates with other NY locations for the same., • Partners with site leadership to assign workspace when a new employee comes on board or has a role change and ensures workspace is up to par for new assignment., • Supports Clifton Park office activities to foster cooperation and employee engagement by participating in all company meetings, site employee engagement events, • Supports, designs and implements various programs and initiatives in collaboration with the Director, Human Resources, HR Centers of Excellence and Business Leaders., • Attends and actively participates in leadership and management team meetings and conducts regular 1:1 meeting with management and leadership in designated business unit(s)., • Provide data analysis, metrics, and tools that demonstrate progress toward achieving key milestones and help drive strategy., • Participates in special projects and initiatives as assigned by HR leadership., • Excellent written and verbal communication skills., • Strong analytical, critical thinking skills and technical aptitude., • Demonstrated business acumen and a working knowledge of multiple HR disciplines., • Exceptional customer focus, ability to influence and build effective working relationships with employees at all levels of the organization., • Strong problem-solving skills, ability to demonstrate sound judgment with strong follow-through., • Ability to make effective small and large group presentations; ability to meet deadlines; capable of leading project team members that are not direct reports, and ability to balance the needs of both management and employees., • Ability to comprehend, interpret, and apply the appropriate sections of applicable laws, guidelines, regulations, ordinance, and policies., • Highly competitive Medical, Dental, and Vision Insurance, • Flexible Spending or Health Savings Accounts, • Unlimited Vacation Time, • 10 Paid Holidays, • 12 Paid Weeks Maternity Leave, • Pet Insurance, • Retirement Savings: 401(k) and Employee Stock Ownership Plan, • Employee Referral Bonus, • Professional Development Reimbursement Must be currently authorized to work in the United States. Policy on Third-Party Unsolicited Resume Submissions: Please note that any third-party unsolicited resume submissions will immediately become the property of Stellix. Stellix will not pay any fee to a submitting employment agency, person, or entity unless a signed agreement is established. Please Note: Stellix is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, protected veteran status or any other characteristic protected by law.

A leading financial institution in Schenectady is seeking a Financial Wellness Advisor (FWA) to act as a trusted partner for clients.This hybrid role involves client servicing and transaction support, requiring strong sales skills and a commitment to enhancing client's financial journey.Candidates s

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. Skills: Advisory, Account Management, Client Experience Branding, Customer and Client

This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivering needs based, comprehensive financia

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Works with Investment Advisors, Fiduciary Advisors, Communit

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

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional grow

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

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long

As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award‑winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your busi

A major financial institution is seeking a Financial Wellness Associate in Schenectady, NY. The role involves building strong client relationships, providing tailored financial solutions, and processing transactions efficiently. Candidates should possess a high school diploma, effective sales skills

A leading financial services company is seeking a Financial Advisor to build a client base and present personalized financial solutions.

A financial protection firm seeks a remote Client Account Specialist to assist clients with information about life and financial protection coverage.

Territory with great earnings potential.The sales representative is responsible for achieving budgeted sales and rentals and developing business through a variety of mediums.Position involves customer interaction throughout the entire process of prospecting, cold calls, appointments, quotes, demos,

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions to merchants.Slice has put together a comprehensive package of products and services.Slice delivers a

Outside Wholesale Parts Representative.Paddock Chevrolet a 2026 Best Places to work finalist is currently interviewing for an Outside Wholesale Parts Representative.At Paddock Chevrolet we strive to make every customer a customer for life.Happy employees make happy customers, and we reward individua

Territory Sales Representative.The Territory Sales Representative is responsible for maintaining and growing a group of customers within the Capital Region.The person in this role must develop a deep understanding of a customer's needs while helping customers get the most out of the existing service

Parts Counter Sales Representative.Parts Counter Sales Representatives are responsible for front-line customer service in a variety of parts ordering functions.Responsibilities include assisting customers, taking parts orders, researching technical data for the correct part or parts and data entry.P

As America's largest supplier of respiratory and durable medical equipment, Lincare's mission is to set the standard for excellence, transforming the way respiratory care is delivered in the home.We are inspired by a vision to enable patients with chronic conditions to remain engaged in life, with t

Ready to build your future? We're Groundworks, North America's leading foundation repair and water management specialist.We're more than a company - we're a team driven by purpose.As a Top Workplace, we're looking for top talent to fuel our mission: to protect, repair, and improve our customers' gre

The sales representative is responsible for achieving budgeted sales and rentals and developing business through a variety of mediums.Position involves customer interaction throughout the entire process of prospecting, cold calls, appointments, quotes, demos, follow-ups, and orders.Sales representat

Present both products and financial options to satisfy clients. Those with experience in the hospitality, call center, telemarketing, customer service, mortgage, financial, and insurance industries are highly encouraged to apply.

Those with experience in the hospitality, call center, telemarketing, customer service, mortgage, financial, and insurance industries are highly encouraged to apply. Present both products and financial options to satisfy clients.

Elderwood is seeking a friendly, organized, and reliable part time evening and weekend receptionist to join our team.The ideal candidate will have excellent communication skills, a positive attitude, and the ability to multitask effectively.As the face of our company, you will play a crucial role in

Garage Kings Residential Sales Representative.Garage Kings is the leading residential floor coatings franchise in North America.Garage Kings franchisees are seeking installers and sales professionals who want to be great business people.With comprehensive training in sales, products, installation, s

Are you a driven sales professional who thrives in the field, values autonomy, and wants to be rewarded for performance? Milton CAT is seeking a results-oriented Outside Sales Representative to support our growing Forestry Equipment business across New York state.As the exclusive Caterpillar dealer

This role is advisory in nature and focused on understanding client business needs, aligning technology solutions to those needs, and guiding prospects through the buying process with confidence and clarity.