Wealth Advisor — Personal Finance & Investment Planning
Job in
City of Syracuse, Syracuse, Onondaga County, New York, 13201, USA
Listed on 2026-01-12
Listing for:
Canandaigua National Bank & Trust Co
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A community-focused bank is seeking a Financial/Wealth Advisor in Syracuse, NY to provide comprehensive financial planning and advice tailored to client needs. This role involves meeting clients to assess investment profiles, recommending products, and ensuring customer satisfaction. Candidates should possess a B.S. degree, relevant licenses, and a minimum of five years' experience in financial advisory roles. The position offers a salary range of $82,500 to $102,000 based on experience and qualifications.
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