Investment & Financial Planning Advisor
$70k - $80kBank of America ATM
A leading financial institution in New York seeks a qualified financial advisor to assist clients in reaching their financial goals. Responsibilities include developing financial plans, recommending investment strategies, and providing expert advice. Candidates must hold relevant licenses, have experience in the financial services industry, and possess strong interpersonal skills. This role offers an annual salary between $70,000.00 and $80,000.00, commensurate with experience and education. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Investment & Financial Planning Advisor in Fairport, NY vacancy
$80k - $90k
...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of... ...comprehensive wealth management and investment products and services for individuals... ...based wealth management, including planning for retirement, education, legacy,...SuggestedInterim roleWork at officeLocal areaShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...achieve their goals through financial planning. On your path to becoming a financial... ...Protection · Education Funding · Investment & Advisory Services · Trust Services ·...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Pittsford, NY1 day ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...comprehensive wealth management and investment products and services for individuals,... ...goals-based wealth management, including planning for retirement, education, legacy, and...SuggestedWork at officeShift workDay shift
Bank of America
Pittsford, NY22 hours ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...achieve their goals through financial planning. On your path to becoming a financial... ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services •...SuggestedWork at officeUnavailable
Pittsford, NY4 days ago$1,000 per month
...Overview College Financial Representatives in the internship... ...building an integrated financial planning practice from the ground up.... ...Financial Representative or Advisor role upon graduation. #LI-... ...strategies-insurance, investments, and annuities-built to reinforce...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Pittsford, NY4 days ago$110k - $135k
...Wealth Advisor II Canandaigua National Bank Location: Pittsford... ...Responsible for providing investment management services to customers... ...Bank Wealth annual operating plan; complying with operating... ...Provides investment management and financial services to customers of the...Full timePart timeWork experience placementWork at officeLocal areaCanandaigua National Bank
Pittsford, NY5 days ago- ...The role of Associate Financial Advisor is best suited for the financial services professional... ...Financial is a community-focused financial planning firm committed to delivering these... .... We are affiliated with a Registered Investment Advisor (RIA) that provides...
Kappan Financial LLC
Rochester, NY2 days ago - ...people, we provide comprehensive financial services, including life,... ...a growing network of financial advisors and corporate professionals. Headquartered... ...to provide tailored financial plans, assess their financial goals, and advise on investments, insurance, and other...Full time
Northwestern Mutual
Rochester, NY4 days ago - ...professional crossroads, a career as a financial advisor may be the right change for you. Financial... ...in the U.S. and Canada than any other investment firm, serving over eight million... ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve...Work at officeWork from homeHome officeFlexible hours
Edward Jones
Rochester, NY4 days ago $19.23 - $28.37 per hour
## Financial Wellness AssociateApplylocations: Rochester, NYtime type... ...Be a problem solver, trusted advisor, and partner to the people... ...financial health through education, planning, and tailored financial... ...as loans, credit cards, and investment options, and the ability to recommend...Hourly payWork experience placementWork at officeFlexible hoursDay shiftKeyCorp
Rochester, NY22 hours ago- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant... ...expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant...
WealthBridge Financial Group
Rochester, NY2 days ago - ...Financial Planner Job Duties: Provide financial planning and investment advisory services. Research and present investment strategies. Develop and execute retirement planning. Implement risk management and tax planning strategies. Coordinate estate planning...
TradeJobsWorkforce
Rochester, NY4 days ago $20.19 - $30.77 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...guidance and solutions to assist in client's financial wellness both in person and through proactive... ...influence of partners such as Key Investment Services, Mortgage and Business Banking...Hourly payTemporary workDay shiftKey Bank
Rochester, NY4 days ago$20.67 - $31.25 per hour
...Summary** Be a problem solver, trusted advisor, and partner to the people and businesses... ...guidance and solutions to assist in client's financial wellness both in person and through... ...significant influence of partners such as Key Investment Services, Mortgage and Business Banking...Hourly payWork experience placementFlexible hoursDay shiftKeyCorp
Rochester, NY4 days ago- ...strong foundation for anyone entering a financial representative role. Why Career... ...personalized insurance solutions and financial planning. Your role involves building long-term... ...financial plans that include investments, insurance, and retirement. Insurance...InternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
Northwestern Mutual of Rochester
Rochester, NY5 days ago $170k - $225k
...are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client...Temporary workWork experience placementLocal areaJPMorgan Chase Bank, N.A.
Rochester, NY1 day ago- ...Description Job Description Financial Professional / Financial Advisor As a Financial Professional... ...offered financial strategies to help in planning for death, disability and... ...mutual funds and a wide array of other investments; estate analysis; employee, executive...
- ...created enormous opportunities for Financial Services Representatives.... ..., joint work, specialist advisors, classroom training, online training... ...match, cash balance pension plan, new advisor start up... ...wide selection of insurance and investment products, not limited to proprietary...Full timeWork experience placementLocal area
- ...strong foundation for anyone entering a financial representative role. Why Career... ...personalized insurance solutions and financial planning. Your role involves building long-term... ...financial plans that include investments, insurance, and retirement. Insurance...Full timeInternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...for building an integrated financial planning practice from the ground up. Our college... ...a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Pittsford, NY22 hours ago- ...Northwestern Mutual is offering an internship for College Financial Representatives in Pittsford, NY. This program provides guidance and a framework to build a financial planning practice while networking with industry experts and gaining valuable experience. Students...Full timeInternshipFlexible hours
Northwestern Mutual
Pittsford, NY4 days ago $65.1k - $108.5k
...Join Our Team Are you eager to use your financial skills to influence stakeholders?... ..., the role is responsible for financial planning, budgeting, forecasting, performance analysis... ...pricing and deal strategy, evaluate investment and growth initiatives, and influence key...Local areaImmediate startWorldwideFlexible hoursRELX
Farmington, NY4 days ago$85k - $145k
...Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate,...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- Description: ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type... ...REPORTS: None ESSENTIAL FUNCTIONS: · Be the trusted advisor to clients on system configuration and implementation, using Epicor...Full timeWeekend workAfternoon shift
ComTec Solutions
Rochester, NY-116 $75.6k - $108k
...perspectives, and learning at every stage. We invest in people and empower them to thrive.... .... This role is critical in supporting financial reporting, enhancing data processing and... ...data across systems (ERP, SAC, and planning tools) and investigate discrepancies....Local areaIMAX
Farmington, NY1 day ago- ...latest banking solutions and cutting-edge financial technology combined with friendly and... ...wellness centers, a retirement savings plan, backup childcare, tuition reimbursement... ...credit cards, mortgages, auto financing, investment advice, small business loans and payment...Immediate startAfternoon shift
$74.9k - $112.3k
...Senior Financial Analyst, Corporate FP&A Constellation Brands is a leading international... ...as good stewards of the environment, investing in our communities, and promoting responsible... ...Corporate FP&A, supports the financial planning, reporting, and strategic analysis...Minimum wageFull timeWork at officeRemote workShift workConstellation Brands
Rochester, NY1 day ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaUnavailable
Rochester, NY22 hours ago- ...and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all... ...solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span...Temporary workWork experience placementLocal area
- ...obtain the most appropriate solutions at the right time for their financial needs to build long-term mutually beneficial relationships and... ...robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning &...Hourly payMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment & Financial Planning Advisor. Be the first to apply!
