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Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents. Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets.
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Under the direction of the Sr. Assistant Director the Student Financial Aid Advisor serves as the first point of contact for students, families, and outside constituents regarding federal, state and RIT/NTID financial aid programs and financing options.
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Securities and advisory services offered through LPL Financial, member FINRA/SIPC, and a Registered Investment Advisor. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL Financial and its affiliates.
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Provide strategic direction related to the on-campus community of students including residence life, housing, health services, counseling, student activities and programming, and financial matters.
$87,000 - $90,000 a year(student)ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads.
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One financial advisor and one branch office administrator entirely focused on building client relationships. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors.
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Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts.
$19.71 - $30.29 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Pittsford/Rochester area to work plan sponsor relationships.
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Securities and advisory services offered through LPL Financial, member /, and a Registered Investment Advisor. ESL Investment Services, LLC, member /, provides referrals to LPL Financial and its affiliates.
$29.92 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Private Client Financial Advisors are their clients' primary trusted advisor. Our Private Client Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development.
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This is a professional, non-sales, financial planning-centric role. Prepare and present financial planning reports with clients (retirement projections, cash flow analysis, estate planning, income tax planning, education funding, etc.
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As the industry leader, ADT equips you with specialized training and the tech you need to meet your financial goals. Then today is a good day to become an ADT Solutions Advisor. As the #1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commercial customer every day.
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Cetera is an independent financial advisor network and a leading provider of retail services to the. among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera.
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During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor.
$75,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
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financial advisor jobs in Rochester, NY
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