Wealth Advisor - Fairport, United States - Evans Bancorp

Wealth Advisor, Associate

2 weeks ago

Wealth Advisor, Associate · Rochester, NY · JK Executive Strategies is partnering with a well-respected financial services firm in search of a Wealth Advisor, Associate to join its team. The Wealth Advisor will be responsible for servicing an existing book of business by assistin ...

Wealth Advisor, Associate

1 week ago

Wealth Advisor, Associate · Rochester, NY · JK Executive Strategies is partnering with a well-respected financial services firm in search of a Wealth Advisor, Associate to join its team. The Wealth Advisor will be responsible for servicing an existing book of business by assist ...

Director of Financial Planning

1 day ago

Overview: · Responsible for leading financial planning-related activities, including but not limited to retirement planning, wealth preservation and transfer planning, and business succession planning, as well as developing, employing and driving planning-related initiatives tha ...

Retirement Plan Service Manager

2 weeks ago

** Wealth Enhancement Group** · ** Retirement Plan Service Manager** · Pittsford, NY 14534 · About Wealth Enhancement Group · Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning an ...

Account Executive- Employee Benefits

2 weeks ago

Who We Are: · NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner ...

Wealth Manager

3 weeks ago

Wealth Planner · Rochester, New York · JK Executive Strategies is proud to partner with a privately owned, Rochester‐based, SEC registered, investment advisor in its search for a Wealth Planner. The firm offers comprehensive investment advisory and wealth management services. · T ...

Wealth Sales Manager

1 week ago

Hours: · 40 · Schedule: · This position is hybrid and remote eligible up to 40% of the time. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - Friday 8:00 - 5:00 Must be flexible to meet current and future business nee ...

Registered Client Services Associate

3 weeks ago

Job Description · Job Description · Registered Client Service Associate · The Role of the Registered Client Service Associate is to enrich the client experience by providing exceptional client service, supporting wealth management operational functions and serving as support to ...

Registered Client Services Associate

3 weeks ago

Job Description · Job DescriptionBenefits:401(k) · 401(k) matching · Bonus based on performance · Competitive salary · Registered Client Service Associate · The Role of the Registered Client Service Associate is to enrich the client experience by providing exceptional client serv ...

Investment Assistant II

3 weeks ago

Description · If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term ...

Investment Assistant II

1 week ago

Description · If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term ...

Private Client Financial Advisor

3 weeks ago

Now hiring in South Floral Park, NY · Description · The Private Client Senior Wealth Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching and developing self and others. · The Private Client Senior Wealth Advisor under ...

Sr. Trust Officer

3 weeks ago

Overview: · Responsible for the administration and fiduciary management of complex trust relationships within client relationships. · Primary Responsibilities: · Apply deep experience and technical understanding to the administration and oversight of complex trust relationshi ...

Wealth Manager

2 weeks ago

Wealth Planner · Rochester, New York · JK Executive Strategies is proud to partner with a privately owned, Rochester?based, SEC registered, investment advisor in its search for a Wealth Planner. The firm offers comprehensive investment advisory and wealth management services. ...

Investment Assistant II

6 days ago

Job Description · Description · If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their sho ...

Investment Services Business Development Manager

2 weeks ago

Hours: · All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description. · 40 · Schedule:This position is hybrid and remote eligible up to 40% of the time. The office location for this position is at ESL Cor ...

Investment Assistant II

1 week ago

Job Description · Description · If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their sho ...

Client Service Associate

3 weeks ago

Job Description · Job DescriptionCobblestone Capital Advisors, LLC is a privately owned, Rochester‐based, SEC registered, investment advisor offering comprehensive investment advisory and wealth management services. The firm manages over $2.6 billion in assets and has experienced ...

Financial Professional

13 hours ago

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...

Business Development Director

2 weeks ago

Grant Funded: Yes Manages/Coaches: 3+Schedule: Full-Time Benefits: EligibleReports to: Vice President of Entrepreneurship and Wealth BuildingBusiness Development Director Responsibilities Oversee Entrepreneurship Assistance Center operations and programming, while developing and ...