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Wealth Planning & Investment Consultant

Job in City of Albany, Albany, Albany County, New York, 12201, USA
Listing for: Coca-Cola Beverages Northeast
Full Time position
Listed on 2026-10-20
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 66000 - 109000 USD Yearly USD 66000.00 109000.00 YEAR
Job Description & How to Apply Below
Location: City of Albany

Community Financial System, Inc. (CFSI) seeks a knowledgeable Financial Consultant to deliver personalized investment planning and retirement strategies through Nottingham Investment Services (a division of CFSI).

You will assess client needs, propose integrated financial solutions, and build lasting relationships while ensuring regulatory compliance and excellent client service. Competitive compensation and strong benefits accompany the role.

We are currently recruiting a Wealth Planning & Investment Consultant for our team in City of Albany, NY, United States.

This is an excellent role to take on the Wealth Planning & Investment Consultant role at Coca-Cola Beverages Northeast.

As a Wealth Planning & Investment Consultant, you will play an important part at Coca-Cola Beverages Northeast in City of Albany, NY, United States.

We invite applications for the Wealth Planning & Investment Consultant position located in City of Albany, NY, United States.

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