Financial Advisor
$80k - $100kBankers Life
Overview Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Base pay range $80,000.00/yr - $100,000.00/yr Bankers Life Financial Advisors are part of a national organization dedicated to helping clients achieve financial security through comprehensive planning and guidance. Responsibilities Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team Qualifications Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What we offer Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP Inclusive culture, career long mentorship, and the support of an established office structure Flexible hybrid schedule once you complete your agent training Sales leads, marketing tools and leading technology Uncapped earnings Passive income opportunities and bonus programs Retirement savings program and more Company Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: Seniority level Associate Employment type Full-time Job function Sales, Customer Service, and Finance Industries Insurance, Financial Services, and Investment Management Rochester, NY postings and other listings shown are not part of this job description and may be outdated. #J-18808-Ljbffr Bankers Life
$46k - $48k
...Bryant & Stratton College is a Public Service Loan Forgiveness certified employer. Apply today! Job Summary The Financial Services Advisor is responsible for advising and assisting current and prospective students with all aspects of financial aid. This...SuggestedHourly payWeekend workAfternoon shift$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...SuggestedWork at office$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Job Description If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies...SuggestedWork at officeWork from homeHome officeFlexible hours
$80k - $100k
...Overview Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Base pay...SuggestedFull timeWork at officeFlexible hours- Overview Prudential Advisors is looking for driven, motivated self-starters in the Rochester area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the...
$20.67 - $31.25 per hour
...Rochester, New York 14618 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payFull timeWork experience placementDay shift- ...platforms further showcase the energy, collaboration, and purpose behind their work, providing a strong foundation for anyone entering a financial representative role. Why Career Changers Could Thrive Here: You already have what it takes, people skills, perseverance, and a...InternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
- ...The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...Hourly payWork experience placementImmediate start
- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
$61k - $119k
...Financial Advisor Opportunity 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...For contractorsWork at office$18 - $23 per hour
Job Title: Financial Counselor Department: Greece CD Ambulatory Location: Greece Clinic, 1565 Long Pond Road, Rochester, NY 14626 Hours Per Week: 40 Schedule: Full-Time, Day/Evening Shift, Monday-Thursday 8.00 am-6.30 pm and Friday 8.00 am-5.00 pm (8 hours within...Full timeLocal areaDay shiftAfternoon shift- ...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...
- About this position ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type... ...Direct Reports None Essential Functions Be the trusted advisor to clients on system configuration and implementation, using...Full timeWeekend workAfternoon shift
$45k - $65k
...for generations since 1915. As Rochester's oldest locally owned financial services firm, our success is driven by our people, our values,... ...a Financial Services Associate to support an established advisor practice. This role is ideal for someone who is highly organized...$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours- ...legal research and due diligence on federal, state, and local tax laws. Support closings and coordinate with underwriters and financial advisors. Prepare closing and post‑closing documents and maintain transaction files. Participate in client meetings and contribute to...Local areaFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$28.85 - $33.65 per hour
...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Hourly payTemporary workWork at officeMonday to FridayShift workDay shift- ...Rochester Institute of Technology is seeking a Student Financial Aid Advisor to serve as the primary point of contact for students and families regarding federal, state, and institutional financial aid programs. The role includes counseling on eligibility, application...
$96k - $181k
...KeyBank is seeking a Relationship Manager in Rochester, NY, to serve high net worth clients. The ideal candidate will act as the primary advisor, recommending personalized banking and investment solutions, while collaborating with internal teams to enhance client...$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 area$30.5 per hour
...ready to grow your career within a well-established and thriving financial team? As a Paraplanner at Emerald Financial Group, you will... ...Position Summary The Paraplanner position will come alongside our Advisors to learn how to create financial plans and soak up firm‑...Temporary workWork at office$20.55 - $34.25 per hour
...customer profiles to assess potential ways to add value to clients’ banking relationship and transition to needs‑based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively with...Hourly payLocal area- ...Fairygodboss is hiring an Associate Relationship Banker in Rochester, NY to deliver exceptional client experiences. This role involves using financial knowledge and service skills to assist clients, ensuring their needs are met and building lasting relationships. The ideal...
$21 - $25 per hour
...experience by proactively identifying needs, providing tailored solutions, and helping consumer and small business customers achieve their financial goals. This includes full ownership of the customer experience from initial interaction through final resolution, ensuring a...Hourly payFull timeWork at officeRemote workWeekend workAfternoon shift- ...Job Description Job Description Financial Professional / Financial Advisor 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...
$70k - $140k
Overview An IT Security Analyst is a vital part of an organization’s mission to protect its information assets. Salary range (depending on experience): $70k-$140k The role is to monitor, analyze, test, and maintain security technologies and processes in support of the ...Work experience placement- ...economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal... ...to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University...Full timeWork experience placementLocal area
- Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
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