Financial Sales Manager II Salary in Albany, NY

Financial Products Licensed Sales Representative II - Average Salary $55,600

The Financial Products Licensed Sales Representative II assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative II requires series 6 and 63 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative II may require a bachelor's degree or its equivalent. Typically reports to a manager or head of a unit/department. Working as a Financial Products Licensed Sales Representative II typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work.

Sales Representative II - Licensed - Average Salary $55,516

Sales Representative II - Licensed conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Being a Sales Representative II - Licensed maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. Additionally, Sales Representative II - Licensed may require a bachelor's degree. Completion of the FINRA Series 6 Investment Company Products/Variable Contract Limited Representative qualification exam and any required state licensing is required. Also requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Typically reports to a supervisor or manager. The Sales Representative II - Licensed occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Sales Representative II - Licensed typically requires 2 -4 years of related experience.

Financial Sales Manager - Average Salary $136,002

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Financial Advisor II - Average Salary $74,225

Financial Advisor II develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Financial Advisor II keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Financial Advisor II follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have or be working towards the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Financial Advisor II occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Financial Advisor II typically requires 2 -4 years of related experience.

Financial Accountant II - Average Salary $75,200

The Financial Accountant II ensures the accuracy of entries to ledger accounts and reconciles subsidiary ledger accounts to the general ledger. Maintains financial records and ensures that financial transactions are properly recorded. Being a Financial Accountant II analyzes current costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses. Prepares balance sheets, profit and loss statements and other financial reports. In addition, Financial Accountant II requires a bachelor's degree. May require eligibility to sit for CPA exam. Typically reports to a supervisor or manager. Being a Financial Accountant II gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Financial Accountant II typically requires 2 to 4 years of related experience.