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100, Williamsville, NY 14221 Our Unique Angle: Meticulous Training and Development We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Meet Our Local Leaders: Nii Sowah, Managing Director: Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055.

YEAR

Buffalo District

Insurance Agent with Support

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Title: Location: National Wealth Manager Rochester, New York Job Description: JOB SUMMARY Creative Planning is a Nationally recognized wealth management firm that in conjunction with investment management services also provides full comprehensive financial planning in house. The Wealth Manager works directly with clients to develop and implement strategies toaddress their financial, investment, insurance, tax and estate planning needs.

Creative Planning Inc

Wealth Manager - Rochester

Education and Experience Required: Bachelor's degree and a minimum of 7 years' investment-related experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' investment-related experience. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.

M&T Bank Corp

Senior Wealth Investment Advisor

We currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans.

SimpleCITI

Wealth Advisor

Most of the Business Development Officer''s time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor's needs with the best-in-class services of Charles Schwab. What you are good at: The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth Advisory (SWA).

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Business Development Officer, Schwab Wealth Advisory Northern New England

Partnering with the Branch Manager, you support strategy execution to expand relationships, grow assets, and increase market impact, using sound judgment and data-driven decisions to influence branch results. After completing Wealth Management University, your individualized development includes formal training in supervision, employee evaluation, and leadership, alongside ongoing, hands-on coaching and mentorship within your branch, tailored to your background and career goals.

VP, Assistant Branch Manager Scarsdale, NY

VP, Assistant Branch Manager Albany, NY

Bachelor’s degree and a minimum of 7 years’ investment-related experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ investment-related experience. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.

Wilmington Trust

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals. With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone Family Office

Associate Director, Client Advisory

This role has a target annual commission of $75,000, bringing expected on-target earnings to $165,000–$195,000 depending on base salary placement. Commissions are uncapped and earned on closed and booked revenue, with commission rates increasing based on monthly sales performance.

Range

Account Executive

OVERVIEW: The primary function of the Management Associate is to support a team of Relationship Managers, Portfolio Managers and investment specialists in the daily execution of portfolio management responsibilities and the respective daily client service requirements. Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed.

Glenmede Corp

Management Associate, Portfolio Management

Own the client lifecycle experience - build client resumes, evaluate client risk parameters, assist client in establishing and regularly revisiting goals/objectives, create/adjust an appropriate investment plan, and consistently monitor ongoing financial situation/investments. Position requires ability to absorb large amounts of information and be able to communicate opinions/advice to Investment Policy Committee and clients and assist in developing strategies to mitigate risk in client portfolios.

Orange Bank and Trust Company

Wealth Advisor (OIA)

Through this structured, immersive multi-month training program, participants will gain a comprehensive understanding of Pathstone's integrated wealth management platform, including Investment Research & Portfolio Construction, Financial Planning & Professional Services, Business Development & Practice Management, and Client Advisory & Relationship Management. Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.

Vice President, Client Advisory

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. 2. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).

Northern Trust Corp

Sr Investment Associate

The expected salary range for this particular position is $120,000-$200,000, (New York, San Francisco), $99,000-$176,000, (Chicago, Los Angeles), $90,000-$160,000, (Denver, Minneapolis) depending on your experience, skills, and registration status, market conditions and business needs. As an Alternatives Investment Strategist for RBC US Wealth Management you will work alongside the Multi-Asset Portfolio Strategist, Wealth Strategists, Alternatives Consultants and other internal teams on developing, coordinating, and executing our alternatives ambitions.

Royal Bank of Canada

Alternative Investment Strategist

FULL_TIME

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

HOUR

NFP Corp

2027 Wealth Management Intern - Melville, NY

[AW]-iCims

2027 Wealth Management Intern - New York, NY

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Vice President, Regional Planning Consultant - Long Island, NY

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Financial Planner Jobs in New York

Insurance Agent with Support Buffalo District

Wealth Manager - Rochester Creative Planning Inc

Senior Wealth Investment Advisor M&T Bank Corp

Wealth Advisor SimpleCITI

Business Development Officer, Schwab Wealth Advisory Northern New England The Charles Schwab Corp

VP, Assistant Branch Manager Scarsdale, NY The Charles Schwab Corp

VP, Assistant Branch Manager Albany, NY The Charles Schwab Corp

Senior Wealth Investment Advisor Wilmington Trust

Associate Director, Client Advisory Pathstone Family Office

Account Executive Range

Management Associate, Portfolio Management Glenmede Corp

Wealth Advisor (OIA) Orange Bank and Trust Company

Vice President, Client Advisory Pathstone Family Office

Associate Director, Client Advisory Pathstone

Sr Investment Associate Northern Trust Corp

Alternative Investment Strategist Royal Bank of Canada

2027 Wealth Management Intern - Melville, NY NFP Corp

2027 Wealth Management Intern - New York, NY NFP Corp

Vice President, Regional Planning Consultant - Long Island, NY Fidelity

2027 Wealth Management Intern Melville, NY NFP Corp

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