Top 26 Investment Advisor Jobs in Rochester, NY

Client Service Specialist
Alesco Advisors, LLC, An ESL Company —Pittsford, NY
- $38.46 - $43.17 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Wealth Advisor II
Canandaigua National Bank & Trust Co —Pittsford, NY
- $110,000 - $135,000 a year
- Full-time
- 7 years
- Sales
- Bachelor of Science
- Profit sharing
- Wellness program
Quick Apply
Financial Advisor
Edward Jones —Rochester, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Penfield, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Northwestern Mutual-Syracuse —Rochester, NY
- $80,000 - $200,000 a year
- Full-time
- Military
- Mid-level
- Office
- Paid training
- Health insurance
Quick Apply
Associate Financial Advisor
Northwestern Mutual —Rochester, NY
- $45,000 - $55,000 a year
- Full-time
- Hybrid work
- Mid-level
- Opportunities for advancement
- Life insurance
Quick Apply
Financial Advisor Development Program
Brighton Securities —Rochester, NY
- $50,000 - $100,000 a year
- Full-time
- Business development experience
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
9d
Wealth Management Solutions, Trust & Estates, Trust Administrator - Associate
JPMorganChase —Rochester, NY
- $75,000 - $110,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
- Health insurance
- Tuition reimbursement
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
Quick Apply
Wealth Advisor III
Tompkins Financial Advisors —Pittsford, NY
- $100,000 - $135,000 a year
- Full-time
- Office
- Business development experience
- Bachelor's degree
- Free parking
- Profit sharing
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
Key Private Bank Relationship Manager
KeyBank National Association —Rochester, NY
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Writing skills
Trust Officer I
Canandaigua National Bank & Trust Co —Pittsford, NY
- $82,500 - $102,000 a year
- Full-time
- 5 years
- Bachelor of Science
- Office
- Profit sharing
- Wellness program
Quick Apply
9d
VICE PRESIDENT, ADVISOR CONSULTANT
Manning & Napier —Fairport, NY
- $100,000 - $150,000 a year
- Full-time
- Bachelor's degree
- Travel
- Mentoring
- Health savings account
- Dental insurance
Private Client Banker - Irondequoit
KeyBank National Association —Rochester, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
3d
Commercial Lines Senior Client Manager
World Insurance Associates, LLC. —Pittsford, NY
- $61,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Sales Executive - Commercial Lines
World Insurance Associates, LLC. —Pittsford, NY
- $60,000 - $200,000 a year
- Full-time
- Mid-level
- Business development experience
- Leadership
- Health insurance
- Dental insurance
Quick Apply
KPC (Key Private Client) Regional Director, Planning & Investments
KeyBank National Association —Rochester, NY
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Writing skills
- Office
Private Client Banker - Perinton
KeyBank National Association —Fairport, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Licensed Financial Professional | Build Your Practice. Expand Your Future.
Scorology —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Mid-level
- Residential
- Business development experience
- Professional development assistance
- Flexible schedule
Quick Apply
6d

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Client Service Specialist

Alesco Advisors, LLC, An ESL Company
Pittsford, NY

Apply Now

Job Details

Full-time
$38.46 - $43.17 an hour

Qualifications

Investment account customer support

Full Job Description

Opening at Alesco Advisors, an ESL Company

The office location for this position is at Tobey Village office Park in Pittsford NY.

Hours:

Schedule:

Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs.

Comprehensive Benefits:

Please visit www.alescoadvisors.com for additional information on Alesco Advisors, an ESL Company.

Pay:

$38.46-$43.17 per hour

Purpose of Position:

The Client Service Specialist’s primary responsibilities include account administration and servicing the firm’s individual and institutional clients, while providing direct support to Advisors in managing client relationships and onboarding new business.

The ideal candidate is highly productive, process-oriented, and attentive to details. The role will require multitasking and the candidate will demonstrate the ability to act upon deadlines. They will also be reliable, maintain a team-oriented attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments. The candidate will share a desire to provide outstanding service to clients

Accountabilities:

Process client money movement requests (wire transfers, check requests, ACH transfers), confirm completion, and follow-up with client
Open new accounts by preparing and processing both custodial and firm required documentation which includes the collection of client information
Process client directives
Act as client liaison between client and custodians, establish professional working relationship for all parties – client, custodian and firm
Direct communication with prospects and clients (in person, Zoom, phone, email)
Communicate with internal departments regarding client updates/changes
Research and work to resolve client problems/issues as appropriate or assigned, recommend solutions and elevate as needed
Maintain client data base (salesforce)
Assist in the coordination/scheduling of client meetings
Provide phone coverage, greet clients, distribute mail, as needed
Perform projects and prioritize tasks

Qualifications:

Minimum of 5 years relevant experience in the investment advisory/wealth management industry, servicing both high net worth individuals and institutional clients
Excellent written, verbal and listening skills
Motivated and self-starter
A collaborative team player, able to work with and through others
Client focused
Strong IT skills
Experience with Fidelity and Schwab platforms, a plus
Proficiency in Microsoft Office suite (Excel, Word, Outlook) and DocuSign

Key Competencies:

Highly motivated with the ability to multi-task and work in a deadline driven environment
Exceptional attention to detail and accuracy
Effective time management, prioritization of tasks, and overall organization a must
Strong written and verbal skills, including the ability to prepare materials clearly and effectively for senior level audiences
Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

#LI-LO1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Apply Now

Refine Your Search

Investment Advisor jobs in Rochester, NY

Client Service Specialist

Wealth Advisor II

Financial Advisor

Financial Advisor

Financial Advisor

Associate Financial Advisor

Financial Advisor Development Program

Wealth Management Solutions, Trust & Estates, Trust Administrator - Associate

Wealth Advisor (Upstate New York)

Wealth Advisor III

Financial Advisor (Experienced)

Key Private Bank Relationship Manager

Trust Officer I

VICE PRESIDENT, ADVISOR CONSULTANT

Private Client Banker - Irondequoit

Commercial Lines Senior Client Manager

Sales Executive - Commercial Lines

KPC (Key Private Client) Regional Director, Planning & Investments

Private Client Banker - Perinton

Licensed Financial Professional | Build Your Practice. Expand Your Future.

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Opening at Alesco Advisors, an ESL Company

Hours:

Schedule:

Comprehensive Benefits:

Pay:

Purpose of Position:

Accountabilities:

Qualifications:

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