Latham, NY

Finance Jobs in Latham, NY

4 jobs found

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Today

Financial Advisor

Thoroughbred Advisors Latham, NY

Latham, NY

Today

$80k - $200k/yr Full time Advisor Associate Financial Advisor Client Relations

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Job Description

Thoroughbred Advisors is hiring a full-time Financial Advisor to work onsite in Latham, NY, providing guidance to families and individuals on life insurance, retirement planning, and wealth protection. The role includes performance-based compensation, licensing support during your first six months, and ongoing coaching alongside experienced advisors.

Role Overview

Meet one-on-one with individuals and families to understand their needs
Assess client goals and recommend appropriate solutions
Build and maintain your own client base
Develop long-term relationships within your community
Grow a book of business that becomes an asset over time
Work alongside experienced financial advisors
Participate in ongoing coaching, mentorship, and training

Compensation

Annual salary range: USD 80,000 to 200,000+
Pay structure: Full commission pay
Incentives: Bonus opportunities and an annual five-star incentive trip

Licensing and Training Support

You do not need to be licensed to apply. Thoroughbred Advisors provides securities licensing support within your first six months.

Requirements

Some experience in a professional environment (for example: nursing, teaching, office experience, etc.)
Applicants must be authorized to work in the U.S. without employer sponsorship; Thoroughbred Advisors does not offer or support visa sponsorship
Comfort with performance-based compensation
Coachability and a commitment to continuous improvement

Benefits

401(k)
Health Insurance
Dental Insurance
Vision Insurance
Retirement Plan
Flexible Schedule
Professional Development Assistance

Industry Outlook

Approximately 10,000 Baby Boomers retire every day in the United States, and the trend is expected to continue through 2030.
More than half of Americans have no financial plan, and fewer than one in three have worked with a financial professional.
Estimated 100,000 financial advisor positions will need to be filled by 2034 as demand continues to outpace advisor supply.

Backgrounds That Translate Well

Teaching
Nursing
Military Service
Management
Athletics
Sales
Real Estate
Coaching
Operations
Customer-Facing Roles

What Thoroughbred Advisors Values in Applicants

Ability to connect with people, earn trust, and get things done
Discipline and follow-through
Drive to build something of your own
Genuine curiosity about people’s goals and financial situations
Comfort with performance-based compensation
Coachability and commitment to continuous improvement

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2mo ago

Financial Accountant

GP Fund Solutions Latham, NY

Latham, NY

2mo ago Closed

$55k - $63k/yr Full time Accounting Analytical Skills Financial Reporting

This position is no longer accepting applications (closed Aug 16, 2026).

Job Description

GP Fund Solutions is hiring a Financial Accountant in Latham, NY with a hybrid work arrangement after probation. This role centers on treasury management, posting journal entries, supporting GAAP reporting, and handling investor inquiries. You will contribute to SOC-1 internal control oversight and assist with quarterly financial statements. The position offers a salary of USD 55,000–63,000 per year and requires a Bachelor’s degree in accounting, finance, or a related field. The company emphasizes strong training resources, a CPA reimbursement program, and a collaborative, people-first culture.

Benefits

Strong training plans and materials provided.
CPA Reimbursement Program to support your career.
Competitive Medical, Dental & Vision Insurance.
Company-Paid Life Insurance & 401(k).
Generous PTO, Sick Time & Paid Holidays.
Hybrid Scheduling after probation period.
Inclusive, team-oriented culture where people come first.

Responsibilities

Manage treasury functions including reconciliations, cash reporting, and disbursements.
Post journal entries and support quarterly reporting cycles.
Assist in GAAP financial statement preparation.
Handle capital calls, distributions, and investor inquiries.
Collaborate with clients and teammates to deliver excellence.
Maintenance and review of SOC-1 internal control procedures.
Weekly maintenance of an internal client deliverable schedule.

Requirements

Bachelor's degree in accounting, Finance, or related field.
0+ years of accounting experience.
Proficiency with Microsoft Office (Excel, Word, Outlook, Teams).

Technologies

Microsoft Office, Excel, Word, Outlook, Teams

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3mo ago

Financial Advisor -$80K- $200K

Thoroughbred Advisors Latham, NY

Latham, NY

3mo ago Closed

$80k - $200k/yr Full time Advisor Advisory Services Client Advisor

This position is no longer accepting applications (closed Aug 4, 2026).

Job Description

Thoroughbred Advisors in Latham, New York, offers a Financial Advisor role that blends in-person client meetings with a hybrid work setup. This position emphasizes building lasting client relationships, driving business development, and pursuing ongoing licensing support within a commission-based framework. Earnings potential ranges from $80,000 to $200,000 annually, reflecting performance and book development.

Responsibilities

Meet one-on-one with individuals and families
Understand client goals, priorities, and concerns
Recommend appropriate financial and insurance solutions
Help clients build long-term financial confidence
Build and maintain your own client base
Generate referrals through outstanding client service
Develop long-term relationships within your community
Grow a book of business that becomes an asset over time
Complete required licensing with company support
Work alongside experienced financial advisors
Participate in ongoing coaching, mentorship, and training
Develop both technical and relationship-management expertise

Requirements

Communication skills that make people feel heard
Discipline and follow-through when nobody is watching
The drive to build something of your own
Genuine curiosity about people's goals and financial situations
Comfort with performance-based compensation
Coachability and a commitment to continuous improvement

Benefits

401(k)
Health Insurance
Dental Insurance
Vision Insurance
Retirement Plan
Flexible Schedule
Professional Development Assistance

About Thoroughbred Advisors

Life Insurance
Retirement Planning
Wealth Protection

What Makes Someone Successful Here

A proven track record of responsibility and trust
Experience handling important conversations
The ability to remain steady under pressure
Real-world relationship-building skills
Hunger and ambition
Fresh perspective
Strong work ethic
A desire to create a meaningful career

You Bring

Communication skills that make people feel heard
Discipline and follow-through when nobody is watching
The drive to build something of your own
Genuine curiosity about people's goals and financial situations
Comfort with performance-based compensation
Coachability and a commitment to continuous improvement

Backgrounds That Translate Well

Teaching
Nursing
Military Service
Management
Athletics
Sales
Real Estate
Coaching
Operations
Customer-Facing Roles

Office & Work Environment

Hybrid work environment based in Latham, NY
Regular in-office collaboration during the early stages of development
Flexible scheduling with accountability for results
Strong mentorship culture focused on advisor growth

Before You Apply

Have you spent years earning trust in a role where it wasn't automatically given?
Are you ready for an income that reflects exactly what you put into it—with no cap and no floor?
Do you have the patience to build something in year one that can continue paying you for years to come?

Industry Outlook

Approximately 10,000 Baby Boomers retire every day in the United States, a trend expected to continue through 2030. More than half of Americans have no financial plan, and fewer than one in three have worked with a financial professional. An estimated 100,000 financial advisor positions will need to be filled by 2034 as demand continues to outpace advisor supply.

Licensing & Training

Life & Health Licensing (typically completed within 2–3 weeks)
SIE Licensing
Series 7 Licensing
Series 66 Licensing

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3mo ago

Automotive Finance and Insurance Manager - Experienced

Orchard Nissan Latham, NY

Latham, NY

3mo ago Closed

$200k - $300k/yr Full time Manager Auto Finance Automotive

This position is no longer accepting applications (closed Jul 19, 2026).

Job Description

Orchard Nissan, based in Latham, New York, is seeking an experienced Automotive Finance and Insurance Manager to lead deal structuring, present F&I products with clarity, and uphold strict compliance across every transaction. The role blends active showroom presence with close collaboration with the sales team to maximize profitability and contribute to the development of the store’s finance department. This onsite position supports ethical lending practices while fostering strong relationships with lenders.

Responsibilities

Structuring and finalizing deals
Presenting and offering F&I products in a compliant and transparent manner
Ensuring all federal, state, and lender compliance requirements are met on every deal
Working directly with sales managers to maximize deal structure and profitability
Maintaining strong relationships with lenders

Requirements

Proven track record in automotive F&I
Strong understanding of lender guidelines and deal structure
Commitment to ethical sales practices and compliance
High level of professionalism with customers
Ability to work in a fast-paced, team-oriented environment

Benefits

Competitive compensation with performance-based earnings
Opportunity to help rebuild and shape the store
Leadership that understands the business
401(k)
Dental insurance
Employee assistance program
Health insurance
Life insurance
Paid time off
Prescription drug insurance
Vision insurance

Work location

In person

Pay

USD 200,000 - 300,000 per year

Application questions

Please tell us what you do not like about your current job. Be blunt, we like that!
What type of working environment do you seek?
Please detail your F&I experience.

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Finance Jobs in Latham, NY

Financial Advisor

Financial Accountant

Financial Advisor -$80K- $200K

Automotive Finance and Insurance Manager - Experienced

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