- Pioneer Bank (Albany, NY)
- TITLE: Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior Vice President - Wealth Management CLASSIFICATION: Full Time, Base + Commission BASE ... specific plans to assist clients in achieving their individual goals. The Wealth Consultant will also be responsible for working with internal resources such as… more
- Equitable (Albany, NY)
- …goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client Engagement** ... such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach… more