Wealth Advisor & Financial Planner
Benefit Plans Administrative Services, Inc.
Community Financial System, Inc. (CFSI) seeks a Financial Consultant to join Nottingham Investment Services. You will help individuals and businesses achieve their financial goals through tailored investment strategies, retirement planning, and holistic financial guidance. The role requires deep market understanding, strong communication, and adherence to regulatory standards; a team-oriented, client-focused professional will thrive here. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor & Financial Planner in Ithaca, NY vacancy
- ...Community Financial System, Inc. (CFSI) is seeking a knowledgeable Financial Consultant for Nottingham Investment Services to help individuals and businesses achieve their financial goals through personalized strategies and holistic financial solutions. The candidate will...Suggested
OneGroup
Ithaca, NY2 days ago $110k - $135k
OverviewTompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and... ...advisory relationship.Position RoleThe Senior Financial Planner is the financial planning subject matter expert within...SuggestedLocal areaTompkins Community Bank
Ithaca, NY8 days ago- ...Job Description Prudential Advisors is looking for an Experienced Financial Advisor in the Finger Lakes market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business,...SuggestedWorldwide
Prudential Financial
Ithaca, NY21 days ago $66k
Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality... .... Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management...SuggestedLocal area$92.5k - $120k
...and support the team as needed.QualificationsHigh School Diploma or GED Equivalent.5+ years of experience directly related to the financial services industry, specifically with a focus in Cash Management Sales and Service.Comprehensive understanding of Banking Compliance...SuggestedLocal areaFlexible hoursREAL Insight Inc
Ithaca, NY3 days ago- ...support the lenders in underwriting requests for credit extensions to new and existing commercial clients. They will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to Loan Committee by...Temporary workInterim role
gpac
Ithaca, NY2 days ago - The Student Financial Services Specialist at Ithaca College serves as the first point of contact for students and families regarding financial aid and student accounts. This role requires effective communication and organization as the Specialist processes transactions,...
$65k - $90k
...Strategic Financial Services Regional Wealth Advisor Primary Locations: Albany/Saratoga Rochester Syracuse Additional Locations: Binghamton Watertown Cortland/Ithaca Build Your Practice. Expand Your Impact. Grow Into Leadership. Strategic Financial Services...Full timeLocal area$27 - $32 per hour
...driving borrower resolution strategies, loss mitigation, foreclosure prevention, and asset protection activities while helping minimize financial losses to the organization. This role coordinates with borrowers, internal partners, attorneys, agencies, vendors, investors, and...Local areaTompkins Bank & Trust
Ithaca, NY20 hours ago- ...seeking a Loan Recovery Specialist to drive borrower resolution strategies, loss mitigation, and asset protection while minimizing financial losses. You will coordinate with borrowers, attorneys, and vendors to review information and evaluate workout options, forbearance...
Tompkins Bank & Trust
Ithaca, NY20 hours ago $93.75k - $114.58k
...Budget and Planning supports Cornell University’s academic mission and long‑term sustainability through institutional budgeting, financial and strategic planning, resource allocation, and analysis. The Division is responsible for developing planning assumptions; preparing...Full timeWork at officeLocal areaRemote workVisa sponsorshipCornell University
Ithaca, NY5 days ago- ...Michigan First Credit Union is seeking a Retail In-Store Financial Service Representative to join our Lansing-area branch. You’ll report to the Branch Manager and deliver five-star service to members at our in-store locations inside Walmart, Meijer, and Kroger. You’...
Michigan First Credit Union
Lansing, NY20 hours ago - ...professional services to every member as well as co-workers. Responsibilities Verifies, enters data, and issues receipts for a variety of financial transactions to assist member in conducting business with Beginnings. Provides assistance and information to members to help...Full timeApprenticeshipLocal areaWork visa
$165k - $220k
...information security experience preferred.Paralegal experience or contract negotiation experience required.Ability to assess third party financial statements and evaluate risks associated with vendor relationships.Ability to think abstractly and understand risks presented...Contract workTemporary workWork at officeLocal areaFlexible hoursREAL Insight Inc
Ithaca, NY3 days ago$18.25 - $20 per hour
..., whenever possible, and thanking them for doing business with Tompkins. Assists clients and makes them feel appreciated. Ensures financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements...Work at officeLocal areaNight shiftAfternoon shift$20.25 - $26 per hour
Overview Responsible for performing a variety of duties to support the efficient and accurate paying and receiving function of the branch; responsible for direct supervision of the Teller Unit, in the absence of the Head Teller, to provide efficient and accurate paying ...Local areaNight shiftAfternoon shift$26.08 - $30.31 per hour
...this role, you will help advance departmental priorities by providing responsive, accurate support across three essential areas: financial transactions and travel, event coordination, and day-to-day office operations. You will work closely with faculty, students, staff...Work at officeLocal areaRemote workMonday to Friday1 day per weekCornell University
Ithaca, NY4 days ago$18.5 - $24.5 per hour
Overview We are seeking to fill one Loan Servicing Specialist position. Candidates may be considered for either the Loan Servicing Specialist I or Loan Servicing Specialist II level based on their relevant experience, knowledge, skills, and overall qualifications. The ...Work at officeLocal area$17 - $29.75 per hour
...its core values. Responsibilities The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client needs, providing guidance, and connecting clients to the full range...$29.45 - $31.66 per hour
...The Office of Global Learning is seeking a Temporary Immigration Advisor. This is a part-time position, averaging 10-19 hours/week with a start date of ASAP. The anticipated duration is approximately three to six months; however, the length of the assignment may vary based...Hourly payPermanent employmentTemporary workPart timeWork at officeLocal areaImmediate startRemote workRelocation packageCornell University
Ithaca, NY2 days ago- ...Cornell University’s Office of Global Learning is seeking a part-time Temporary Immigration Advisor to support F-1 and J-1 processing, including issuing I-20/DS-2019 and maintaining SEVIS/Sunapsis records. The role allows in-person, hybrid, or remote work with an ASAP...Temporary workPart timeWork at officeImmediate startRemote workVisa sponsorshipRelocation package
Cornell University
Ithaca, NY2 days ago - ...Cornell University’s Department of Architecture seeks a Finance and Operations Coordinator to support financial transactions, travel planning, and event coordination. The role emphasizes accurate record-keeping, policy compliance, and responsive service to faculty, staff...
Cornell University
Ithaca, NY4 days ago - Job Description Job Description Benefits: ~401(k) matching ~ Bonus based on performance ~ Competitive salary ~ Opportunity for advancement ~ Paid time off ~ Training & development Acquisition Specialist – Service & Sales Focus Nick Romo State Farm...For contractorsWork at office
Nicholas Romo - State Farm Agent
Ithaca, NY25 days ago - Job Description Job Description Benefits: Simple IRA Opportunity for advancement Paid time off Signing bonus Training & development Bonus based on performance Competitive salary Flexible schedule This is a full-time, on-site sales position...Full timeWork at officeLocal areaRelocation packageFlexible hours
Zach Clark - State Farm Agent
Ithaca, NY16 days ago - ...Meijer, and Kroger stores. Branch Hours Monday - Friday: 10:00 a.m. - 7:00 p.mSaturday: 10:00 a.m. - 3:00 p.m.Sunday: Closed. Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will...Monday to FridayFlexible hours
- Select how often (in days) to receive an alert: The mission of all Tops associates is to adhere to the Tops vision of providing a friendly neighborhood store that saves the customer time and money. Pharmacy clerk is responsible for providing attentive and courteous ...Part timeLocal areaShift work
Northeast Grocery
Ithaca, NY16 hours ago - ...Zymtronix Catalytic Systems Inc is seeking an Immigration Advisor to support Cornell University's Office of Global Learning in Ithaca, NY. The role helps international students and scholars navigate visa regulations, compliance, and timely renewals. You will advise...Work at office
Zymtronix Catalytic Systems Inc
Ithaca, NY16 hours ago $50k - $70k
...perspectives. Compensation: $50,000.00 - $70,000.00 per year Do you want a career and not just a job? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with...For contractorsWork at officeImmediate start$16 per hour
The Part-Time Leasing Consultant will serve as the front-line sales professional at an assigned community and will be responsible for driving occupancy and revenue performance. This role requires a motivated closer who will provide a world-class experience to residents...Hourly payPart timeWork at officeWeekend workPeakmade-Real-Estate-1
Ithaca, NY1 day ago- Cornell University in Ithaca, NY is seeking a Media Relations Analytics Coordinator to support analytics and reporting for the Media Relations team. You will monitor metrics, track media mentions, and help prepare performance highlights. This full-time on-campus role requires...Full timeRemote work
Cornell University
Ithaca, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor & Financial Planner. Be the first to apply!
Related searches