Financial Planner - Rochester - New York Life

    New York Life
    New York Life Rochester

    3 days ago

    $113,500 (USD) per year *
    Description

    We seek an ambitious, forward-thinking financial advisor for a growth-oriented entry-level position. Our ideal candidate will help clients achieve their monetary goals through various planning services.

    Key Responsibilities

    • Develop strategic product and investment recommendations to meet client objectives
    • Determine cash flow, income, and financial status to define client goals
    • Pursue training and development opportunities as a coachable team member
    • Establish strong relationships with new clients as a trusted financial advisor
    • Create customized financial plans based on client life stages and needs

    Requirements

    • Bachelor's degree in business administration or finance
    • Working knowledge of financial products and the industry
    • Computer proficiency in Microsoft Office, CRM systems, and financial planning software
    • Superior communication, relationship building, and math skills
    • Up-to-date FINRA Series 7 & 63/66 documents
    • Excellent networking and people skills
    * This salary range is an estimation made by beBee
  • Only for registered members Rochester, NY $70,000 - $80,000 (USD) per year

    As a Wealth Management Consultant, you will provide a centralized financial planning support role in the overall delivery of our Wealth Management efforts. · Work with members of your team to complete comprehensive financial plans for clients · Become proficient in the use of our ...

  • Only for registered members Rochester $70,000 - $80,000 (USD)

    As a Wealth Management Consultant, you will provide a centralized financial planning support role in the overall delivery of our Wealth Management efforts. · Work with members of your team to complete comprehensive financial plans for clients · Become proficient in the use of our ...

  • Lead Advisor

    1 month ago

    Only for registered members Rochester $90,000 - $120,000 (USD) per year

    The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. · Conducts all on-going client meetings once prospect transitions to a client. · Solves complica ...

  • Only for registered members Rochester, NY $50,000 - $80,000 (USD) per year

    This is a full-time on-site role for a Staff Tax Accountant at The Gregory L. Schaffer Companies. The Staff Tax Accountant will be responsible for providing accounting, tax preparation, payroll, and pension plan administration in our Rochester, NY office. · Bachelor's degree in a ...

  • Only for registered members Rochester $45,000 - $65,000 (USD) per year

    Full-time on-site role for a Staff Tax Accountant at The Gregory L. Schaffer Companies in Rochester, NY office. · Bachelor's degree in accounting, finance, or a related field (or working toward completion). · 0–2 years of relevant accounting or finance experience (internships are ...

  • Only for registered members Rochester, NY $70,000 - $120,000 (USD) per year

    Interested in working in financial services, specifically as a financial advisor serving clients, but not sure where to start? Do you want to work for a firm with a truly global footprint that consistently ranks among the world's top financial institutions? · gain knowledge in cu ...

  • Only for registered members Rochester, NY $70,000 - $85,000 (USD) per year

    The Senior Transportation Planner leads or is significantly involved with larger, more complex planning assignments, spearheads project assignments, involving day-to-day task management, staffing, scheduling and technical responsibilities along with client coordination. · Perform ...

  • Only for registered members Rochester $80,000 - $120,000 (USD) per year

    We are seeking qualified candidates for an open Associate Space Planner position in our Program Management division. This position will require you to work full-time from our client's office in Rochester, NY. · The Associate Space Planner position supports a team responsible for ...

  • Only for registered members Rochester, NY $60,000 - $90,000 (USD) per year

    We are seeking qualified candidates for an open Associate Space Planner position in our Program Management division. This position will require you to work full-time from our client's office in Rochester, NY. · The Associate Space Planner position supports a team responsible for ...

  • Only for registered members Rochester $70,000 - $85,000 (USD)

    The Senior Transportation Planner leads or is significantly involved with larger, more complex planning assignments, spearheads project assignments, involving day-to-day task management, staffing, scheduling and technical responsibilities along with client coordination. · Perform ...

  • Only for registered members Rochester Full time $70,000 - $85,000 (USD)

    The Senior Transportation Planner leads or is significantly involved with larger, more complex planning assignments, spearheads project assignments, involving day-to-day task management, staffing, scheduling and technical responsibilities along with client coordination. · Perform ...

  • Only for registered members Rochester $51,800 - $106,200 (USD) per year

    Material Planner AnalystJob Category: LogisticsTime Type: Full timeMinimum Clearance Required to Start: NoneEmployee Type: RegularPercentage of Travel Required: Up to 10%Type of Travel: Local · Analyze unique supply & demand needs to drive the appropriate material availability da ...

  • Only for registered members Rochester, NY $70,000 - $85,000 (USD) per year

    The Senior Transportation Planner leads or is significantly involved with larger, more complex planning assignments, spearheads project assignments, involving day-to-day task management, staffing, scheduling and technical responsibilities along with client coordination. · Perform ...

  • Only for registered members Rochester Full time $51,800 - $106,200 (USD) per year

    CACI is seeking a talented Material Planner Analyst to join our manufacturing facility in Rochester, New York. The ideal candidate has a solid understanding of the production environment and MRP systems. Willing to be adaptable to shifting priorities and work with cross functiona ...

  • Only for registered members Rochester, NY $60,000 - $90,000 (USD) per year

    We are seeking qualified candidates for an open Associate Space Planner position in our Program Management division. This position will require you to work full-time from our client's office in Rochester, NY. · Maintain an accurate occupancy database through an existing Archibus ...

  • Only for registered members Rochester $100,000 - $120,000 (USD) per year

    The Cell Equipment Engineer / Planner is responsible for the engineering, design, and implementation of all cell equipment within the Upstate New York markets. · Engineer, provision, and implement Samsung cell equipment, power plant systems, and antenna systems. · Forecast and pl ...

  • APR Clerk

    1 month ago

    Only for registered members Rochester, NY $45,000 - $55,000 (USD) per year

    At EDR, our motto is A Better Environment —for our work, our clients, and our people. If you're looking for a better environment to grow your career in accounting, we want to hear from you. EDR is seeking a dependable Accounts Payable / Receivable Clerk to support our Finance Tea ...

  • Only for registered members Rochester, NY $160,000 - $200,000 (USD) per year

    Passero Associates' Rochester, NY Office has an excellent opportunity for a Civil Department Manager to lead staff in Rochester, NY, Newburgh, NY, Charlotte, NC and NE Florida. · Lead and manage five design teams from concept design through construction document development. · Co ...

  • Only for registered members Rochester $90,000 - $120,000 (USD) per year

    As a Mortgage Loan Originator, you will use your expert knowledge of mortgage products and services and an advice-led approach to deliver personalized residential real estate solutions and build lasting relationships. · Develops new business by cultivating leads from external ref ...

  • Only for registered members Rochester Full time $160,000 - $200,000 (USD) per year

    Passero Associates' Rochester, NY Office has an excellent opportunity for a Civil Department Manager to lead staff in Rochester, NY, Newburgh, NY, Charlotte, NC and NE Florida. · Lead and manage five design teams from concept design through construction document development. · Co ...

  • Only for registered members Rochester $90,000 - $120,000 (USD) per year

    As a Mortgage Loan Originator, you will use your expert knowledge of mortgage products and services and an advice-led approach to deliver personalized residential real estate solutions and build lasting relationships. · Develops new business by cultivating leads from external ref ...

Jobs
>
Financial planner
>
Financial planner in Rochester