16 Results for

Financial Advisor Jobs in Rochester, NY

Jobs

New!

Rochester, NY5 days ago

$105,000–$250,000 Per Year

Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

New!

Pittsford, New York6 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Rochester, NY30+ days ago

$105,000–$250,000 Per Year

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Pittsford, New York13 days ago

$100,000–$135,000 Per Year

Strategic Leadership & Execution: Leads departmental strategic planning in alignment with organizational goals by setting clear objectives, anticipating challenges, and developing actionable plans. In addition to delivering comprehensive wealth planning, Wealth Advisor III is accountable for achieving new business revenue goals through proactive client acquisition and strategic relationship development.

Rochester, NY30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Rochester, NY30+ days ago

Full-time

Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Rochester, NY30+ days ago

$67,500–$89,000 Per Year

As the Client Engagement Manager you will also focus on maintaining accurate and up-to-date reporting of new client data through our Customer Relationship Management (CRM) platform, ensuring that insights are leveraged to drive continuous improvement in client satisfaction and loyalty. As a Servicing Travel Advisor in VWT by Chase Travel role you will be an integral part to enhancing the overall client onboarding experience and our team's ability to deliver highly personalized travel experiences.

Rochester, NY9 days ago

$85,000–$115,000 Per Year

As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support. · Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner.

Mendon, NY30+ days ago

$20–$21

Collaborate with clinical teams and administrative staff to ensure seamless communication and . questions. • Maintain professionalism and a supportive attitude toward patients and staff.

New!

Pittsford, New York6 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. 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.

West Henrietta, New York30+ days ago

$60,000–$90,000 Per Year

Provides support high value clients and the financial advisor community through advanced industry knowledge in order to create the best possible image for Paychex within the Retirement Services industry. Overview: Develops and maintains positive relationships for our top tier clients through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organization.

Rochester, NY9 days ago

They pride themselves on long-term relationships, operational stability, and continuous improvement, and are seeking a financial & operations strategist who can bridge the gap between finance, operations and technology to drive their business forward. As senior financial manager and strategic partner, you will transform financial and operational data into actionable insights that inform business decisions.

Rochester, NY30+ days ago

$70,000–$90,000 Per Year

Forge robust partnerships with key external influencers, such as CPAs, Insurance Brokers, and Certified Financial Planners, leveraging a powerful referral network - including internal referral partnerships, with the opportunity to cross-sell into multiple internal channels, which we refer to as “Stronger Together”. With Heartland, you'll experience the thrill of a fast-paced, performance-driven sales environment, complete with the advantage of quick payouts, aggressive weekly commissions, lifetime residuals, and the opportunity for portfolio ownership.

Rochester, NY30+ days ago

$20–$27.88 Per Hour

1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Rochester, New York30+ days ago

The Private Client Practice Leader is responsible for managing and expanding a defined book of complex personal risk clients while driving new business and strategic relationship growth through intentional Centers of Influence (COIs). Meet or exceed quarterly new business premium targets, developed in partnership with the Personal Lines SVP and Practice Leader as well as the OneGroup leadership team.

New!

Rochester, NY6 days ago

Remote

$200,000–$402,500 Per Year

This position requires you to obtain/maintain all applicable FINRA licensing exams (Securities Industry Essentials, Series 6, Series 63, and Series 65 or equivalent), sponsorship from State Farm VP Management Corp (SFVPMC) and State Farm Investment Management Corp. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!

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Financial Advisor Jobs in Rochester, NY

Jobs

Wealth Advisor- Rochester, NYCitizens

Financial AdvisorNorthwestern Mutual

Private Client Financial Advisor - Rochester, NYCitizens

Wealth Advisor IIITompkins Financial Advisors

J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NYJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Select Growth Advisor - Rochester, NYJPMorgan Chase Bank, N.A.

Servicing Travel Advisor, Chase TravelJPMorgan Chase

ERP Financial ConsultantComTec Solutions

Patient Onboarding AdvisorLattimore Physical Therapy

College Financial Representative, Internship ProgramNorthwestern Mutual

Retirement Services Client Relationship Account ManagerPaychex

ControllerInsero Talent Solutions

Payroll/HCM Outside Sales RepHeartland Team

Relationship Banker - Rochester, NYJPMorgan Chase

Private Client Practice LeaderCommunity Financial System, Inc.

Sales Leader- Western Upstate New YorkState Farm

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