Financial Wellness Advisor
Byrne Dairy
A financial services company located in Syracuse is seeking a motivated Personal Banker to assist clients with their financial wellness needs. The ideal candidate will cultivate client relationships, offer customized banking solutions, and work collaboratively with branch teams. A strong background in sales and customer service is essential. The position includes competitive compensation and a benefits package. #J-18808-Ljbffr Byrne Dairy
$20.67 - $31.25 per hour
A prominent financial institution in New York seeks a Personal Banker to engage clients and provide tailored financial wellness solutions. The role demands strong sales skills, effective communication, and relationship-building capabilities to attract and develop client...SuggestedHourly pay$40k
...management relationship. Assess and fulfill customer’s investment and financial needs through a personalized review of each client’s needs and... ...cross-sell and new fee based growth initiatives. Financial Advisor should thrive in a sales culture and have a strong desire to...SuggestedBase plus commissionWork at office- ...AI-powered advice on this job and more exclusive features. Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors Prudential Advisors is looking for an experienced financial professional in the Syracuse area that is...SuggestedFull timeInternshipRemote work
$51.77k - $77.65k
Empower Federal Credit Union in Syracuse, NY, seeks a Financial Advisor to enhance investment services and client relations. This role involves providing full-service financial planning, meeting client needs, and recommending suitable products. Ideal candidates have 1-3...Suggested$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in De Witt, NY. This entrepreneurial role allows you to assist clients with financial planning while benefiting from extensive training programs. Responsibilities include growing your client base, managing personalized...Suggested$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$51.77k - $77.65k
Financial Advisor (On-Site in Syracuse, NY) Job Description Posted Monday, May 4, 2026 at 4:00 AM Empower FCU Purpose: At every stage of life... ...investment services to transitioning "B" and "C" clients, as well as potential new member clients. The Financial Advisor sells...Work at officeLocal area$61k - $250k
Northwestern Mutual in the Town of De Witt is seeking a financial advisor to help clients achieve their financial goals through personalized planning. This role emphasizes client building, relationship management, and financial analytics. With a proven training program...- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...and unlimited future potential! Responsibilities Voya Financial Advisors®, Inc., a leading independent broker‑dealer in the defined...Local area
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...For contractors$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. You start as a financial representative focused on client‑building and obtaining licenses...Work at office- A financial services firm in Syracuse is seeking motivated individuals to join as financial representatives. You will engage with clients to help them achieve financial goals through personalized planning and support. Ideal candidates should possess a bachelor's degree...Flexible hours
$62.2k - $103.6k
Financial Advisor (draw salary plus commission) page is loaded## Financial Advisor (draw salary plus commission)remote type: Onsite Positionlocations... ...on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist in...Work experience placementBank staffWork at officeRemote work- Role The Financial Advisor provides sales support for the Investment Services and Retirement Solutions team to increase the productivity of... ...investment services to transitioning "B" and "C" clients, as well as potential new member clients. The Financial Advisor sells...Work at office
- Empower Federal Credit Union in Syracuse, NY seeks a Financial Advisor to provide exceptional financial planning and investment services. This role involves meeting with clients to assess their needs, recommending suitable products, and ensuring compliance with regulations...
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with... ...and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities...
$80k - $90k
...investment advice and guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high‑... ..., time horizon, risk profile, and preferences as well as servicing client accounts Documents all client interactions...Interim roleLocal areaImmediate startShift workDay shift- ...Job Description Job Description As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given...
- ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~...Full timeRemote work
$40k - $62k
Bankers Life is seeking motivated individuals for financial services careers in Syracuse, NY. No prior experience is necessary as we provide award-winning training and support. You will engage prospective clients to offer solutions for their financial futures and can earn...- A health services provider in Syracuse is seeking a Financial Analyst to support strategic and operational decision-making. The role involves financial modeling, budgeting, forecasting, and variance analysis to drive growth within community-based healthcare services. The...Remote job
- A not-for-profit research and development company is seeking a Corporate Financial Analyst to join their experienced team in Syracuse, NY. This position offers a competitive salary and comprehensive benefits. The analyst will review financial performance, assist in compliance...Work at office
$80k - $90k
Kinney Drugs, Inc. is seeking a Senior Finance Analyst based in Syracuse, NY. This role supports financial planning, budget preparation, and analysis of key performance indicators. The ideal candidate will have a BS Degree in a related field, 3-5 years of finance or accounting...- A leading foodservice distributor based in New York is seeking a Financial Analyst to facilitate the Annual Operating Plan process and support regional management in business reviews. The ideal candidate will have a Bachelor's degree in Accounting or Finance, with at least...
$92k - $150k
...time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a... ...please contact Human Resources at (***) ***-**** or email us at ****@*****.***. #J-18808-Ljbffr Equitable AdvisorsFull timeTemporary workLocal area2 days per week3 days per week$92k - $150k
Equitable Advisors is seeking a Senior FP&A Analyst to provide key financial insights and support strategic initiatives. The candidate will maintain financial forecasts, drive automation of analytics, and collaborate across teams. A Bachelor's degree in Accounting or Finance...- .... Norcross #DN Community Bank System, Inc. is an affirmative action, equal opportunity employer who fully embraces diversity - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity. #J-18808-Ljbffr Community Financial System, Inc.Contract work
$130k - $160k
...-led businesses to materially improve operational performance, financial controls, and long-term profitability. What sets Cogent Analytics... ...in self and others; inspires and motivates others to perform well; accepts feedback from others Judgement Displays willingness...Full timeFor contractors- Overview The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client’s goals and values. This role serves as a key advisor and team collaborator...Local area
$62.2k - $103.6k
A leading financial services firm in Syracuse, NY, is seeking a Financial Advisor to provide personalized financial solutions to clients. The role requires a strong background in investment and insurance sales, along with the ability to build relationships and meet sales...
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