Jobs
>
Rochester

    Wealth Advisor - Rochester, United States - Evans Bancorp

    Evans Bancorp
    Evans Bancorp Rochester, United States

    1 week ago

    Default job background
    Description
    Job Description

    Job Description

    Are you seeking a role where you can have a direct impact on a business's growth? The

    Wealth Advisor

    position with Evans Bank is the perfect opportunity to aid in our growth within the Rochester market
    Based out of our

    Irondequoit branch

    (located in Rochester, NY) this

    Wealth Advisor


    position will provide financial solutions to new and existing customers on investment product purchases by informing them of current and long-term market trends and recommending appropriate investments strategies.

    Our team of advisors provide the highest level of customer service to both internal and external customers in helping our customers achieve their retirement, education, and overall wealth planning goals.


    What we offer:
    An inclusive culture where associates are empowered to bring their authentic selves to Evans
    A collaborative environment where good listeners with high standards thrive
    A growing organization where people are engaged and empowered to solve problems and make decisions
    Frequent, timely coaching sessions to enable professional growth
    The ability to leverage your strengths and passions while making a lasting impact on the community
    Competitive compensation and benefits
    Paid volunteer time to contribute to the betterment of the communities we serve


    What we ask of you:
    Develop centers of influence to generate new business referrals, including existing accounts, affiliates, and other contacts
    Leverage relationship building and analytical skills by conducting full needs assessments, complex inquiries, recommending appropriate products and services, and cultivating relationships with customers and within other departments at Evans Bank
    Execute transactions with larger and/or more complex customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals
    Ensure compliance, operational risk controls in accordance with Evans Bank, LPL, and any applicable regulatory standards and policies; and optimize relations with regulators by addressing any issues
    Maintain Evans Bank, LPL, and internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
    Embrace the organization's commitment to synergy by seeking and recognizing opportunities to refer new business to all areas of Evans


    Experience and competencies:
    Proven non-traditional banking financial sales experience or equivalent experience
    Series 7,63 or 66 (in lieu of 63 and 65) and life and health insurance licenses
    Valid NYS Driver's License
    Certified Financial Planner

    a plus
    You are self-motivated and enjoy making an impact
    You don't compromise when it comes to doing the right thing and putting your customers first
    You thrive in learning through hands on experience
    You believe the whole is better than the sum of its parts and are enthusiastic about working with a team to achieve goals

    This position is anticipated to pay a base rate between $43,523/annually and $63,834/annually.

    This rate does not include potential incentive pay and benefits paid for by the company which may be in addition to the base rate of pay.

    The base rate of pay is determined by factors such as required experience, skill set needed, business impact of position, value of budget oversight and people management, among other factors.

    Your Talent Acquisition Specialist will be able to answer specific questions you may have regarding the base pay range for this position.

    Equal Employment Opportunity has been, and will continue to be, a fundamental principle at Evans and its subsidiaries, where employment is based upon personal capabilities and qualifications without discrimination on the basis of race, color, creed, religion, sex, national origin, age, disability, marital status, citizenship status, military status, sexual orientation, victims of domestic violence, protected veterans status, gender identity, genetic information, genetic predisposition or carrier status and any other category protected by law.

    This policy of Equal Employment Opportunity applies to all policies and procedures relating to recruitment and hiring, compensation, benefits, termination and all other terms and conditions of employment.

    This includes compensation based upon external and internal job worth in order to provide fair and competitive wages to associates.

    #J-18808-Ljbffr
  • EVANS BANK

    Wealth Advisor

    1 week ago

    EVANS BANK Rochester, United States

    Job Description · Job DescriptionAre you seeking a role where you can have a direct impact on a business's growth? The Wealth Advisor position with Evans Bank is the perfect opportunity to aid in our growth within the Rochester market · Based out of our Irondequoit branch (locate ...

  • TIAA

    Wealth Advisor

    1 day ago

    TIAA Rochester, United States Full time

    Wealth Management Advisor · Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite ...

  • Choreo

    Associate Advisor, Wealth Management

    2 days ago

    Choreo Rochester, United States

    Job Description · Job DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast f ...

  • EVANS BANK

    Wealth Advisor

    18 hours ago

    EVANS BANK Fairport, United States

    Job Description · Job DescriptionAre you seeking a role where you can have a direct impact on a business's growth? The Wealth Advisor position with Evans Bank is the perfect opportunity to aid in our growth within the Rochester market · Based out of our Penfield branch (located i ...

  • Cobblestone Capital Adv

    Wealth Planner

    1 week ago

    Cobblestone Capital Adv Rochester, United States

    Job DescriptionJob Description · Cobblestone 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 $2.3 billion in assets and has experience ...

  • Inserotalent

    Financial Services Practice Coordinator

    1 week ago

    Inserotalent Rochester, United States

    1 week ago · Be among the first 25 applicants · Job Description · Insero Talent Solutions has partnered with a dynamic, boutique wealth management firm in Rochester, NY to recruit a Practice Coordinator. · Job Description · Insero Talent Solutions has partnered with a dynamic, ...

  • Equitable Advisors

    Financial Professional

    1 day ago

    Equitable Advisors Rochester, United States

    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 ...

  • UBS

    Client Associate

    2 weeks ago

    UBS Rochester, United States

    Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Associate to: · • keep management systems up-to-date with client information · • educate clients on account services and capabilities · • help with the preparatio ...

  • Insero Talent Solutions

    Financial Services Practice Coordinator

    2 weeks ago

    Insero Talent Solutions Rochester, United States

    Job Description · Job Description · Insero Talent Solutions has partnered with a dynamic, boutique wealth management firm in Rochester, NY to recruit a Practice Coordinator. · S ummary of responsibilities · This position is responsible for managing workflow through the office a ...

  • UBS

    Client Associate

    2 weeks ago

    UBS Rochester, United States

    United States - New York · Business management, administration and support · Global Wealth Management · Job Reference # · 292025BR · City · Rochester · Job Type · Full Time · Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a ...

  • Equitable Advisors LLC

    Financial Professional

    1 day ago

    Equitable Advisors LLC Rochester, United States

    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 ...

  • Citizens

    private client financial advisor

    5 days ago

    Citizens Rochester, United States

    · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending ...

  • Citizens

    Private Client Financial Advisor

    4 days ago

    Citizens Rochester, United States

    Description · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across bank ...

  • Cobblestone Capital Adv

    Private Investment Analyst

    1 week ago

    Cobblestone Capital Adv Rochester, United States

    Job Description · Job Description · Private Investment Analyst · Position Description · Cobblestone Capital Advisors is an established, growing wealth management firm registered with the SEC and based in Rochester, NY. Cobblestone provides clients with investment solutions des ...

  • Cobblestone Capital Adv

    Operations Generalist

    1 week ago

    Cobblestone Capital Adv Rochester, United States

    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 ...

  • Cobblestone Capital Adv

    Private Investment Analyst

    2 weeks ago

    Cobblestone Capital Adv Rochester, United States

    Job Description · Job DescriptionPrivate Investment Analyst · Position Description · Cobblestone Capital Advisors is an established, growing wealth management firm registered with the SEC and based in Rochester, NY. Cobblestone provides clients with investment solutions designed ...

  • Tompkins Community Bank

    Director of Financial Planning

    1 day ago

    Tompkins Community Bank Pittsford, United States

    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 ...

  • Wealth Enhancement Group

    Retirement Plan Service Manager

    1 week ago

    Wealth Enhancement Group Pittsford, United States

    ** 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 ...

  • UBS

    Portfolio Advisory Group Strategist

    1 week ago

    UBS Rensselaer, United States

    Job Reference 277919BRCityNew YorkJob TypeFull Time Your roleAre you eager to help clients understand and attain their financial objectives? Are you comfortable working with financial advisors and senior leadership? Do you have an interest in asset allocation and portfolio constr ...

  • Bank of America

    Merrill Financial Solutions Advisor

    1 day ago

    Bank of America Batavia, United States

    Merrill Financial Solutions Advisor - Western NY · Buffalo, New York;Batavia, New York; Pittsford, New York; Williamsville, New York · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every co ...