Top 17 Independent Financial Advisor Jobs in Rochester, NY

Financial Advisor
Northwestern Mutual-Syracuse —Rochester, NY
- $80,000 - $200,000 a year
- Full-time
- Military
- Mid-level
- Office
- Paid training
- Health insurance
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ERP Financial Consultant
ComTec Solutions —Rochester, NY
- $95,000 - $130,000 a year
- Weekends as needed
- CPA
- Mid-level
- Office
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Senior Principal Consultant - Financial Services
CCSI —Rochester, NY
- $80 - $100 an hour
- Full-time
- Remote
- 11+ years
- Finance
- Presentation skills
ERP Financial Consultant
ComTec Solutions LLC —Rochester, NY
- $95,000 - $130,000 a year
- Weekends as needed
- Remote
- CPA
- System design
- Mid-level
Wealth Advisor (Upstate New York)
Mercer Advisors —Rochester, NY
- $85,000 - $145,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Paid parental leave
- Health savings account
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Financial Advisor (Experienced)
Brighton Securities —Rochester, NY
- $150,000 - $600,000 a year
- Full-time
- Business development experience
- Bachelor's degree
- Mentoring
- Health savings account
- Health insurance
Quick Apply
Tax Senior - Private Wealth
Deloitte —Rochester, NY
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Tax Manager - Private Wealth
Deloitte —Rochester, NY
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply

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ERP Financial Consultant
ComTec Solutions —Rochester, NY
Valid driver’s license in your state of residence and reliable personal vehicle. Interpret requirements data and identify any gaps between current state of…
$95,000 - $130,000 a year
Quick Apply
ERP Financial Consultant
ComTec Solutions LLC —Rochester, NY
Valid driver’s license in your state of residence and reliable personal vehicle. Interpret requirements data and identify any gaps between current state of…
$95,000 - $130,000 a year

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Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
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Financial Advisor
BizOps Collective —New Albany, OH
The Financial Advisor will develop and present personalized financial strategies utilizing eMoney financial planning software to illustrate retirement…
$100,000 - $400,000 a year
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Independent Financial Advisor jobs near Rochester, NY

Financial Advisor

Northwestern Mutual-Syracuse -
Rochester, NY

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Job Details

Full-time
$80,000 - $200,000 a year

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Pension plan
Vision insurance
Flexible schedule
Life insurance

Qualifications

Series 7
Bachelor's degree
Portfolio management experience
Master of Business Administration
Series 63

Full Job Description

Upstate New York

Financial Advisor Job Description

Financial Advisors at Northwestern Mutual-Upstate help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our best-in-class advisors, mentors, and products.

Build your practice with industry-leading risk products, advisory & portfolio management solutions, Concierge Planning Services, Advanced Planning Team, marketing consultation & resource center, and national brand campaigns. Northwestern Mutual offers career-long support and growth including concentrated training for those interested in leadership roles, specialized advisory, and teaming.

With access to both local and nationwide experts and leaders, you will be surrounded with resources to help you serve any client, including but not limited to:

Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Distribution Strategies - Business Needs Analysis - Succession and Generational Planning

As a Northwestern Mutual Financial Advisor/Representative:

1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.

2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.

3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Compensation & Benefits

Competitive grid rates
Production-based compensation with high potential upside
Bonus programs and expense allowances
Support for continuing education, e.g. Insurance license, Series 6 or 7 and Series 63 or 66 CFP®, ChFC®, RICP®
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning

You could be right for this opportunity if you have:

4-year degree from an accredited institution; MBA preferred
Series 6 or 7 and/or Series 63 or 66 or desire to become fully licensed
Proven success in the investment business or history of success in sales, athletics, military, client services, or client-facing roles
Possess a strong understanding of comprehensive financial planning concepts
Prior management or business ownership experience preferred
Legal authorization to work in the US without sponsorship

Are you ready to change your life and the lives of your clients? Apply now!

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Advisors/Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

· Fortune 100 company (2021)

· Forbes' Best Employers for Diversity (2018-2020)

· Top 10 US Independent Broker-Dealers1

· #1 Amongst Life Insurers Most Admired Companies2for Financial Soundness

· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

· $224 billion3 (retail investment client assets held or managed

Job Type: Full-time

Pay: $80,000.00 - $200,000.00 per year

Benefits:

401(k)
Flexible schedule
Health insurance
Life insurance
Paid training

Work Location: In person

Quick Apply

Refine Your Search

Independent Financial Advisor jobs in Rochester, NY

Financial Advisor

ERP Financial Consultant

Senior Principal Consultant - Financial Services

ERP Financial Consultant

Wealth Advisor (Upstate New York)

Financial Advisor (Experienced)

Tax Senior - Private Wealth

Tax Manager - Private Wealth

Remote Financial Advisor

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