12 Results for

Financial Advisor Jobs in Brighton, NY

Jobs

Pittsford, New York23 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

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.

Pittsford, New York30 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

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, NY8 days ago

The Retirement Plan Advisor will play a highly visible role supporting clients through all phases of retirement plan management, including fiduciary guidance, plan design consulting, investment oversight, participant education, and ongoing relationship management. The organization offers a collaborative, client-focused environment with strong long-term growth potential and the opportunity to work alongside experienced professionals within a well-established and expanding national platform.

New!

Rochester, NY1 day 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.

Pittsford, New York23 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 York12 days ago

$65,000–$81,912 Per Year

Develops and maintains knowledge of Paychex and industry plan structures, services and specific conversion processes in order to serve as a department expert on assigned accounts and to provide an exceptionally high level of client service during the conversion process. Executes outbound communication of setup status to clients, internal Paychex personnel and Financial Advisors following client calls and at points necessary to ensure deadlines are met and that expectations are clear.

Rochester, NY26 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, New York24 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!

Rochester, NY16 days ago

$55,000–$75,000 Per Year

Help advisor prepare for client meetings; process new business, completing all forms correctly and submit them for processing within one business day; track all pending business paperwork; follow up on outstanding items; maintain pending business summary and update advisor weekly; file client statements, correspondence, and agreements completely within five business days. This integral position will provide exceptional customer service to clients, work directly with, and support the administrative needs of our financial advisors and assist with the workflow needs of the office.

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Financial Advisor Jobs in Brighton, NY

Financial Advisor Northwestern Mutual

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

Wealth Advisor III Tompkins Financial Advisors

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

Retirement Plan Advisor Insero Talent Solutions

ERP Financial Consultant ComTec Solutions

College Financial Representative, Internship Program Northwestern Mutual

401(k) Conversions Account Manager Paychex

Controller Insero Talent Solutions

Payroll/HCM Outside Sales Rep Heartland Team

Sales Leader- Western Upstate New York State Farm

Client Service Associate Thorley Wealth Management Inc

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