Independent Financial Planner & Client Growth Architect
$61k - $119kNorthwestern Mutual
Northwestern Mutual in Syracuse, NY seeks financial advisors to help clients achieve their financial goals. As a financial representative, you will focus on building client relationships and obtaining necessary licenses, while leveraging Northwestern Mutual's training programs to enhance your skills. The compensation structure is performance-based with average earnings ranging from $61k to $119k annually. This role emphasizes continuous learning and provides support for licensing and certifications. #J-18808-Ljbffr Northwestern Mutual
$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...Suggested- Project Architect (10+ Years Experience) K-12 / NYS SED Projects Syracuse... ...scope, budget, schedule, and client objectives Direct the... ...comprehensive drawing sets Independently coordinate multidisciplinary... ...process improvement Professional growth aligned with the firm’s...Suggested
- Northwestern Mutual Syracuse is seeking a Financial Planner to help individuals and businesses achieve their financial goals through personalized... ...a preferred background in finance or business. You'll engage clients, develop financial plans, and recommend insurance strategies...SuggestedFlexible hours
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our... ...In this position, you will engage with clients to understand their financial objectives... ...programs and mental health resources Career growth opportunities and ongoing training...Suggested
- ...seeking an Associate Relationship Banker in Syracuse, NY, to enhance client experiences with banking solutions and technology. This role... ...with clients. You'll assist clients in navigating their financial needs and work within branch operations. A high school diploma...Suggested
$20 - $27.88 per hour
JPMorgan Chase is looking for an Associate Relationship Banker in Syracuse, NY to represent our brand and provide exemplary service to clients. The role requires 1+ year of sales experience in Retail Banking and excellent communication skills. You’ll deliver friendly,...- JPMorgan Chase & Co. is seeking a Relationship Banker in Syracuse, NY to provide exceptional service and build lasting relationships with clients. The role requires at least one year of sales experience in Retail Banking, excellent communication skills, and the ability to...
- Chase is seeking a Relationship Banker in Syracuse, NY. In this role, you will represent Chase with exceptional service while managing client relationships. Responsibilities include personal client engagement, providing banking solutions, and adhering to compliance...
- ...projects Collaborate with project architects, consultants, and internal... ...presentations, graphics, and client deliverables Participate in... ...Role Expectations & Growth Designers at this level are expected... ...expected to demonstrate increasing independence in: Drawing production and...
$61k - $250k
Northwestern Mutual in the Town of De Witt is seeking a financial advisor to help clients achieve their financial goals through personalized... ...-$250K, this opportunity offers both professional growth and financial independence. Advisors benefit from performance-based earnings,...- ...greater retirement readiness, Voya Financial is committed to delivering on... ...strength, continued growth, and unlimited future potential... ...Financial Advisors®, Inc., a leading independent broker‑dealer in the defined... ...strategies, and research client service issues and investment...Local area
$61k - $119k
Overview Becoming a financial advisor at Northwestern... ...where you can help your clients achieve their goals... ...including investments for growth, insurance for... ...Certified Financial Planner licensing support. Fully... .... They are considered independent contractors for income...For contractors$65k - $75k
...mentorship from senior staff. Ideal candidates hold a degree in architecture and possess strong communication skills. This hybrid position offers a salary of $65,000-$75,000 along with healthcare benefits and opportunities for growth. #J-18808-Ljbffr Archipro Staff Agency$90k - $145k
...Package! Flexible Work Schedules! Accelerated Career Growth! MUST HAVE Licensed Architect in the State of New York. 5-10 years of architectural experience... ...ability to manage multiple projects, deadlines, and client expectations effectively. RESPONSIBILITIES Lead and...Relocation packageFlexible hours$51.77k - $77.65k
Financial Advisor (On-Site in Syracuse, NY) Job Description Posted... ...In-Class Member Experience Growth for Impact Shared Value in... ...to transitioning "B" and "C" clients, as well as potential new member... .... Ability to work both independently and collaboratively within a...Work at officeLocal area$61k - $119k
Overview Becoming a financial advisor at Northwestern... ...where you can help your clients achieve their goals... ...including investments for growth, insurance for... ...Certified Financial Planner® licensing support2 Fully... ..., they are considered independent contractors3 for income...Full timeContract workFor contractorsWork at office$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...- Veritas Partners is seeking a Private Wealth Advisor in Syracuse, NY, to build and maintain client relationships by delivering comprehensive wealth planning and coordinated financial strategies. Candidates should have a Bachelor's degree and minimum five years of...
- ...individuals into strong, confident financial representatives through a culture rooted in purpose, growth, and support. Beyond the... ...About the Role As a Financial Planner at Northwestern Mutual, you will... ...long‑term relationships with clients, understanding their unique needs...Work at officeVisa sponsorshipFlexible hours
- ...support private equity and credit portfolios. This role involves hands-on ownership of complex fund accounting, financial statement preparation, and client interaction. Ideal candidates have 1-5 years of accounting experience, strong analytical skills, and advanced Excel...
- ...creating memorable experiences for our clients and employees, making them feel welcomed... ...latest banking solutions and cutting-edge financial technology combined with friendly and... ...the U.S. in credit card sales and deposit growth and have the most-used digital solutions...Immediate startAfternoon shift
- Tompkins Community Bank is seeking a Wealth Advisor to build and maintain client relationships, delivering comprehensive wealth planning. Candidates should have a Bachelor's Degree and a minimum of five years experience in Wealth Management and Business Development. The...
$20 - $27.88 per hour
...relationships with our customers, using your financial knowledge to offer thoughtful solutions... ...with proven success in establishing new clients, deepening customer relationships and... ...U.S. in credit card sales and deposit growth and have the most-used digital solutions...Full timeImmediate startShift workAfternoon shift$20.67 - $31.25 per hour
A financial services company in Syracuse is seeking a Personal Banker to engage clients and provide customized financial wellness solutions. Responsibilities include attracting new clients, developing existing relationships, and ensuring compliance with banking policies...Hourly payFull time- ...ensuring compliance with regulations, and providing guidance to clients. You will also need strong analytical abilities and excellent... ...an opportunity for a results-driven professional eager to make an impact in the field. #J-18808-Ljbffr Community Financial System, Inc.
$66k
Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers... ...We are seeking a knowledgeable and client-focused Financial Consultant to join our... ...individual performance metrics including asset growth, client acquisition, and retention...Local area- ...message the job poster from Prudential Financial Business Development Manager at Prudential... ...in working with an existing book of clients. We want to help you grow your business... ...company you sell The look and feel of an independent advisor with the benefits of being an employee...Full time
$40k
...Responsible for identifying potential new clients and working with them to build a wealth... ...and fulfill customer’s investment and financial needs through a personalized review of each... ...portfolio cross-sell and new fee based growth initiatives. Financial Advisor should...Base plus commissionWork at office- A leading financial services firm in Syracuse, NY is seeking passionate individuals to join... ...Professionals. The role involves nurturing client relationships, developing personalized... ...structure, and opportunities for professional growth. #J-18808-Ljbffr Equitable AdvisorsWork at office
- ...is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client’s goals... ...support long-term success. Support team growth and development by mentoring colleagues, sharing...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Independent Financial Planner & Client Growth Architect. Be the first to apply!
- jde finance consultant Syracuse, NY
- financial advisor Syracuse, NY
- financial planner Syracuse, NY
- financial planning assistant Syracuse, NY
- financial advisor associate Syracuse, NY
- financial counselor Syracuse, NY
- financial planning associate Syracuse, NY
- finance associate Syracuse, NY
- estate planning consultant Syracuse, NY
- financial planning administrator Syracuse, NY

