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Wealth Advisor: Client Portfolios & Plans

Job in City of Syracuse, Syracuse, Onondaga County, New York, 13201, USA
Listing for: Beacon Bank
Full Time position
Listed on 2026-06-24
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Sales, Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Grow Client Portfolios & Plans
Location: City of Syracuse

Beacon Bank in East Syracuse, NY, is seeking a Financial Advisor to build and manage wealth management relationships. The role focuses on understanding client investment needs and delivering a range of financial services.

The ideal candidate will have a BA/BS degree, CFP certification preferred, and a minimum of 7 years in financial services. Strong sales skills and a commitment to compliance are essential. This position includes a competitive salary and compensation package.

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