Financial Advisor Planner

VirtualVocations
Rochester, New York, United States
Full-time
We are sorry. The job offer you are looking for is no longer available.

A company is looking for a Financial Advisor & Planner for Brokerage / Premier Accounts.Key Responsibilities : Provide high-level service to clients, retaining assets and gaining additional assets through communication and educationManage client relationships through phone and email communication, act as a liaison between clients and internal departments, and provide financial planningCoordinate with operational teams for client-related administrative issues and potentially assist in training new hiresQualifications : Bachelor's Degree or higher in business, finance, or related fieldFINRA Series 7, 63, and 65 FINRA registrations required within corporate-established timelinesFINRA Fingerprinting required

3 days ago
Related jobs
Promoted
QuidelOrtho
Rochester, New York

As we continue to grow, we are seeking a Senior Financial Analyst- Global Inventory Analytics. This challenging role is uniquely positioned to understand how the company delivers products to our customers and how these products contribute to the Company's overall financial performance. Support finan...

Promoted
Milton CAT
Rochester, New York

If that seems intriguing, this role may be for you! Milton CAT is seeking an experienced business analyst to support our growing Milton Rents - NY division. The BA will support implementation of new technologies throughout the New York region by partnering with leaders across the rental business an...

Promoted
American Consumer Panels
Rochester, New York
Remote

...

Promoted
UPS
Rochester, New York

UPS is hiring individuals to work as Administrative Assistants. Take the next step on your career journey as an Administrative Assistant at UPS!. ...

Promoted
University of Rochester
Rochester, New York

GENERAL PURPOSE:The Business Analyst, Supply Chain Operations works closely in collaboration with team leads, application build teams and business, financial, operational, clinical and other stakeholders as designated to support their assigned projects. Certification of Capability in Business Analys...

LPL Financial
Rochester, New York

This employment opportunity at TruStage located at The Summit Federal Credit Union in Rochester, NY would allow you to join The Summit Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Fina...

Rochester Institute of Technology
Rochester, New York

A minimum of five to 8 years' experience in administrative assistant work is required. Manage inquiries, complaints, and concerns from callers and visitors on behalf of the Dean, which may include accurately identifying and forwarding issues to appropriate administrative heads. Communicate regularly...

Wegmans
Rochester, New York

As a Senior Financial Analyst at Wegmans, you will prepare financial reports, perform month end closing processes, analyze & interpret results. Compile various Financial Reports that accurately reflect the financial position of Wegmans Food Markets. You will collaborate with business stakeholders to...

010 TOPPAN MERRILL LLC
NY, US
Remote

Business System Analyst role supports the Business by working with Business Management, Subject Matter Experts, Product Owners, Project Managers, Technical Leads and Developers to provide Business Needs Analysis, Requirements elicitation, Requirements elaboration and Use Case/Story development. Form...

Deloitte
Rochester, New York

You will be responsible for leading one or more complex Generative AI projects, including project timeline, scope prioritization, cost, dependencies, and performance risks. Project Manager (PM)/Scrum Master (SM) /Senior Consultant . This role is central to Deloitte’s Human Capital Team, and will spe...