Athletic-Driven Financial Advisor: Educate & Grow Clients
Northwestern Mutual of Rochester
Northwestern Mutual of Rochester is seeking a Financial Advisor who will educate clients on financial planning and insurance options. The role emphasizes excellent customer service, fostering lasting relationships, and collaborating with a local supportive team. Located in Rochester, NY, this position offers flexible work from home options and a culture of recognition and professional development. #J-18808-Ljbffr
$80k - $90k
...planning for retirement, education, legacy, and other life goals... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...community that is culture driven, resilient, results... ...invested in your success. Grow your business knowledge...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...KeyCorp is seeking a Personal Banker in Rochester, NY, to engage clients and support their financial wellness. This role focuses on attracting new clients and deepening relationships with existing ones. The ideal candidate will have at least 1 year of sales experience...SuggestedFull time
$45k - $100k
...professional crossroads, a career as a financial advisor may be the right change for... ...advisors partner with clients to help them achieve their... ...estate strategies, funding education and more. As a financial... ...Edward Jones, you'll develop and grow your own practice, supported...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda,... ...including planning for retirement, education, legacy, and other life... ...and Wealth Management Client Associates help clients pursue... ...work community that is culture driven, resilient, results focused...SuggestedWork at officeShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...where you can help your clients achieve their goals through... ...programs equip you with the education, skill-building, and development... ...way to start, build, and grow your practice. As an entrepreneur...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...business where you can help your clients achieve their goals through... ...programs equip you with the education, skill‑building, and... ...one way to start, build, and grow your practice. As an entrepreneur...Work at office$100k - $125k
...for a partnership opportunity with Lenox Advisors in Rochester, NY. This unique role... ...advisors, providing hands-on experience with clients while being mentored by industry leaders... ...and have a strong interest in building a financial advisory career. The position offers a...$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...business where you can help your clients achieve their goals through... ...programs equip you with the education, skill-building, and... ...one way to start, build, and grow your practice. As an entrepreneur...For contractorsWork at office$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by... ...Growth and delivering for our clients, teammates, communities and... ...with opportunities to learn, grow, and make an impact. Join us... ...Communications Minimum Education Requirement: High School Diploma...Temporary workWork at officeMonday to FridayShift workDay shift$100k - $135k
...Overview The Wealth Advisor III is responsible... ...existing client relationships and growing their portfolio by building... ...plans and coordinated financial strategies to align... ...team mentality and be driven to grow professionally... ...life changes. Educate clients on financial...Local area$28.85 - $33.65 per hour
...common purpose to help make financial lives better through... ...and delivering for our clients, teammates, communities... ...to learn, grow, and make an impact. Join... ...Demonstrates a results‑driven mindset while prioritizing... ...determined based on experience, education and skill set....Hourly payTemporary workWork at officeMonday to FridayShift workDay shift- A financial services firm in Rochester is seeking driven individuals to educate clients on financial planning and insurance options. Responsibilities include providing excellent... ...comprehensive insurance benefits, allowing advisors to thrive professionally and personally. #J...
$20.67 - $31.25 per hour
...problem solver, trusted advisor, and partner to... ...Bankers engage clients in deeper conversations... ...in client's financial wellness both in person... ...first, sales-driven, self-motivated, and... ...clients and Key. Education High School Diploma... ...opportunities to grow in your position and...Hourly payWork experience placementFlexible hoursDay shift$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...communities. The Private Client Banker (PCB) is part of... ...plan-based approach to financial advice. As a PCB, you will... ...’s clients and Key. Education High School Diploma... ..., and opportunities to grow in your position and...Hourly payWork experience placementFlexible hoursDay shift- We are seeking a Licensed Financial Advisor to join our growing wealth management team in a W2 capacity. This... ...for an advisor who excels in client engagement, relationship management... ...present client seminars, workshops, and educational events alongside senior advisors Build...Remote workFlexible hoursAfternoon shift
$19.23 - $28.37 per hour
## Financial Wellness AssociateApplylocations: Rochester... ...problem solver, trusted advisor, and partner to the... ...split their time between client servicing and transaction... ...’s clients and Key.**Education*** High School Diploma... ..., and opportunities to grow in your position and your...Hourly payWork experience placementWork at officeFlexible hoursDay shift- ...foundation for anyone entering a financial representative role. Why... ...: 5.5 years Prior to NM: Athletic Director, Coach, Teacher, and... ...long-term relationships with clients, understanding their unique... ...associations. Qualifications: Education: A bachelor's degree in...InternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
$70k - $80k
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...with opportunities to learn, grow, and make an impact. Join us!... ...Written Communications Minimum Education Requirement High School...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...J.P. Morgan Chase seeks a Private Client Advisor in Rochester, NY to deliver tailored financial advice and develop client relationships. The role requires at least 2 years of experience in financial advising, proficiency in client acquisition, and holding relevant licenses...
$1,000 per month
...Overview College Financial Representatives in the... ...build your business and client base Develop and execute... ..., you can continue to grow your practice and... ...Financial Representative or Advisor role upon graduation.... ...involved on campus (leader, athlete, campus orgs, student...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$19.23 - $28.37 per hour
...problem solver, trusted advisor, and partner to the... ...split their time between client servicing and transaction... ...to assist in client's financial wellness, both in person... ...Key’s clients and Key. Education High School Diploma GED... ..., and opportunities to grow in your position and...Hourly payFull timeWork experience placementWork at officeFlexible hoursDay shift$1,000 per month
...Overview College Financial Representatives in the internship... ...your business and client base Develop and execute... ..., you can continue to grow your practice and... ...Financial Representative or Advisor role upon graduation.... ...involved on campus (leader, athlete, campus orgs, student...Full timeInternshipLocal areaFlexible hours$100k - $135k
Tompkins Financial Advisors is seeking a Wealth Advisor III in the Town of Pittsford, NY. This role involves maintaining existing client relationships and developing new ones while delivering personalized wealth management strategies. Ideal candidates will have at least...- ...Koitecc Solutions is looking for a Relationship Banker in Rochester, NY, to enhance client experiences through exceptional service and tailored financial solutions. You will proactively manage relationships and leverage banking technologies to meet clients' needs and achieve...
- ...enormous opportunities for Financial Services... ...· self-motivated, driven and ambitious entrepreneurial... ...training and ongoing education through a varied curriculum... ...joint work, specialist advisors, classroom training, online... ...: · building a client base, executing...Full timeWork experience placementLocal area
$15 - $18 per hour
...focus on putting animals first, educating pet parents and reducing our... ...great people skills and are driven to grow and advance in their careers... ...good recommendations to our clients and providing exceptional... ..., including health and financial benefits, 401K, incentives,...Hourly payMinimum wageWork at officeLocal areaNight shiftWeekend work- SixPoint Financial Partners is seeking a Licensed Financial Advisor to join our wealth management team. This W2 role focuses on client engagement and relationship management, providing a unique opportunity to build a personal book of business while collaborating with senior...
$25 - $31 per hour
...has become one of the fastest-growing HCM software providers... ...serves as a strategic partner for clients with moderately complex client... ...Act as our clients trusted advisor, ensuring exceptional customer... ...change management strategies. Education & Experience Bachelor's...Work at officeLocal areaRemote workWorldwide- ...goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Immediate startDay shift
- ...Consultant in the Town of Perinton, New York. This role includes opportunities for growth and learning within the financial consulting space, focusing on proactive client engagement and mentorship from Financial Consultants. The ideal candidate will hold required licenses,...
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