Hourly: $30-40 Job Title: Financial Analyst Job #: 5877 Location: Albany, NY Category: Accounting/Finance Position Type: Full-time, Permanent Description: Our client is currently seeking a Financial Analyst to join their team.  This is a full-time, permanent position. Responsibilities Include: Prepare financial analyses and reports within the areas of client reporting, investments and estate planning. Review reports created by team members for accuracy prior to delivery to clients. Maintain QuickBooks for client business entities. Some financial and/or tax research projects may be required. Qualifications: A. / B.S. in Finance or Accounting with a strong GPA is required. Strong interest in [...]

Salary: $65,000 – $90,000 Job Title: Client Services Advisor Job #: 5649 Location: Greenwich, NY Category: Financial Services Position Type: Full-time, Permanent Description: Our client is currently seeking a Client Services Advisor to join their team. This is a full-time, permanent position. Responsibilities Include: Support account administration, including scheduling, account setup, online access, transactions, and beneficiary maintenance. Build and maintain client and business relationships through occasional meetings. Ensure branch growth through collaboration with the branch team and Financial Advisors. Ensure meaningful contributions to their future business plan. Develop a deep understanding of client needs and concerns, ensuring alignment of goals. Work in collaboration with client’s financial and legal team. Qualifications: Series 7 and 66/63 are required. FINRA license and NYS insurance is required. A high school diploma or equivalent is required. A bachelor’s degree is preferred. 3-5 years of working in securities is preferred. Previous management experience of other associate advisors Excellent written and verbal communication skills. Hours & Benefits: M -F 8-5 Flexible work arrangements In-Person PTO Health, Dental, & Vision 401K For more details on this role please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about. The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location. This is an [...]

Salary: $65,000 – $75,000 + bonus Job Title: Investment Operations Associate Job #: 5745 Location: Albany, NY Category: Financial Services Position Type: Full-time, Permanent Description: Our client is currently seeking an Investment Operations Associate to join their team. This is a full-time, permanent position. Responsibilities Include: Oversee the creation of investment proposals for advisors. Compose the required information to guide clients through the process of opening new investment accounts. Work with clients and potential clients with fund investment accounts, existing brokerage accounts, and advisory investment accounts. Ensure client accounts are maintained in compliance with all relevant codes, laws, and regulations. Strict [...]

Salary: $100,000-$125,000 Job Title: Investment Manager Job #: 5856 Location: Albany, NY Category: Financial Services Position Type: Full-time, Direct Hire Description: Our client is seeking an Investment Manager to join their team in a full-time, direct-hire capacity. This role is responsible for leading portfolio strategy, delivering investment insights, and maintaining strong client relationships within a collaborative wealth management environment. Responsibilities Include: Design, implement, and manage customized client portfolios in collaboration with the Wealth Management Team. Ensure client objectives align with firm standards and investment guidelines. Conduct portfolio analysis and performance reviews to maintain strategic alignment. Identify opportunities to improve portfolio management across asset classes and align with [...]