Wealth Advisor - Corning, NY
3 days ago
Job summary
Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.Responsibilities:
- Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
- Providing comprehensive needs-based financial solutions.
Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
Wealth Advisor
3 days ago
Wealth management isn't just about growing assets, · it's about helping individuals, families and businesses turn financial goals into lasting success. · We believe strong financial guidance empowers clients to feel confident in their decisions, · plan for the future and build le ...
Wealth Management Advisor
3 weeks ago
We have an opportunity for a relationship-driven, thoughtful Wealth Advisor to join a boutique independent RIA with a deliberately managed, · high-trust client base.Serve as a primary or secondary advisor to clients, delivering comprehensive financial advice across planning, inve ...
Senior Wealth Advisor
3 days ago
Wealth management is more than just managing investments — it's about helping individuals, families, and businesses find clarity, confidence. · ...
Corporate Accounting Associate
1 week ago
We are seeking a Corporate Accounting Associate to join our firm. The role will involve maintaining corporate accounting records and updating appropriate information systems. · The Corporate Accounting Associate will be responsible for processing Accounts Payable and Accounts Rec ...
Advisor – Certified Financial Planner
1 month ago
John G. Ullman & Associates is seeking experienced Certified Financial Planners to join their Firm. · ...
Tax Preparer
1 month ago
John G. Ullman & Associates is seeking a Tax Preparer to join our firm. · ...
Financial Advisor
4 days ago
This job posting is anticipated to remain open for 30 days, from 31-Dec-2025.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. · Financial advisors partner with clients to help them achieve their long-term financia ...
Client Service Associate
2 days ago
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · High School Diploma/Equivalency · -Industry experience is a plus · -Willingness to obtain Series 7 (GS), and ...
Client Service Associate
1 day ago
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships · ...