Wealth Advisor & Retirement Planner
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-01-12
Listing for:
Community Bank, NA
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial services institution in Rochester, NY, is seeking a knowledgeable Financial Consultant. The ideal candidate will help clients achieve their financial goals through personalized strategies. Responsibilities include consulting clients, recommending financial products, and conducting portfolio reviews. Candidates should possess a Bachelor's in Finance or related fields and have relevant licenses like FINRA Series 7. A commitment to ethical guidance and strong interpersonal skills are essential.
Competitive salary, comprehensive benefits, and opportunities for professional growth are offered.
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