5 wealth planner jobs found in Albany

Location: 66 South Pearl Street, Albany New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Work Flexibility: Field-based Clinical Specialist , Joint Replacement – Albany, New York Overview   As a Clinical Specialist at Stryker, you will help improve orthopedic surgeries around the world and play a direct role in our mission of making healthcare better. In this role, you will build deep clinical and technical   expertise   across both robotic (Mako   SmartRobotics ™) and manual orthopedic procedures. You will support surgeons in the operating room by   assisting   with pre-operative planning, case preparation, system setup, and real-time procedural workflows to ensure safe,   accurate , and efficient outcomes.     You will gain hands-on experience working with Mako technology—including CT-based planning, implant sizing, registration, and intra-operative support—while also developing strong competency in manual procedures, instrumentation, and OR protocols. Through shadowing experienced team members, supporting product...

The Custodian Technician role within Real Estate Operations has responsibility for routine office cleaning and light carpentry repairs with cleaning being a major focus of this role.  In this role you will respond to colleague and business requested work orders and have a routine schedule of work orders. Job Benefits Health Benefits Company vehicle Company cell phone Company tools/cleaning supplies Company uniform, including shoes & and seasonal wear as needed Responsibilities Cleaning, stocking and supplying designated facility areas on a regular basis (dusting, sweeping, vacuuming, mopping, cleaning ceiling vents, restroom cleaning, trash removal, etc.).   Inspecting bank facilities on a routine basis while cleaning and repairing items as required Responding to emergency and non-emergency service requests and prioritizing work order response  Referring to vendors if necessary, via work order system    Closing out work orders upon...

Location: 66 South Pearl Street, Albany New York Job Summary   Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and their beneficiaries. Actively manages trust administration and settlement, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals.   ESSENTIAL JOB FUNCTIONS   Fiduciary Expertise and Trust Administration Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues Designs and delivers sophisticated fiduciary solutions, using relationship team model (being prepared and participating in pre-call), to high net worth...

Location: 1900 Central Avenue - Albany, New York 12205 Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Essential Functions Responsible for growing new clients and expanding existing...