Wealth & Retirement Planning Consultant
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-02-28
Listing for:
Community Financial System, Inc.
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services institution is seeking a knowledgeable Financial Consultant to assist clients in achieving their financial goals. This role involves developing customized financial plans, recommending suitable investment and insurance products, and maintaining compliance with industry regulations. Ideal candidates will have 2-5 years of experience in financial advising and possess strong interpersonal and analytical skills. Relevant financial licenses are required, and proficiency in financial planning software is preferred, with competitive compensation and benefits offered.
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