Top 14 Level financial planner Jobs in Camillus, Ny

Entry Level - Financial Planner
Equitable Advisors —Syracuse, NY
- $33,400 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Entry Level Financial Professional
Equitable Advisors —Syracuse, NY
- $33,400 - $125,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Principal Sales Revenue Planning
The RealReal —Syracuse, NY
- $175,000 - $200,000 a year
- Full-time
- Remote
- 7 years
- Finance
- Analysis skills
- Paid parental leave
- Employee stock purchase plan
Quick Apply
Production Planner & Analyst (Liverpool, NY)
JMA Wireless —Liverpool, NY
- $60,000 - $75,000 a year
- Full-time
- Oracle
- Mid-level
- Continuous improvement
- Health insurance
- Employee discount
Quick Apply
5d
Senior Procurement Buyer - Plant Operational Excellence (Whitehall, MI | Full Relocation Package Offered)
Augmentis —Syracuse, NY
- $95,000 - $120,000 a year
- Full-time
- Oracle
- Bachelor's degree
- US work authorization
- Relocation assistance
- Health insurance
Quick Apply
Team Leader
Tractor Supply Company —Auburn, NY
- $16.25 - $21.80 an hour
- Overtime
- 18 years or older
- Computer literacy
- 11+ years
- Paid parental leave
- Disability insurance
Senior Transmission Line Engineer (Northeast) - Remote
WSP —Syracuse, NY
- $125,900 - $244,100 a year
- Engineering
- English
- Quality control
- Paid parental leave
- Disability insurance
Senior Substation P&C Engineer - Remote
WSP —Syracuse, NY
- $90,600 - $150,110 a year
- Hybrid work
- 5 years
- Research
- Travel
- Paid parental leave
- Disability insurance
STORE PERISHABLE MANAGER - DGPP
Dollar General —Phoenix, NY
- $17.50 - $18.00 an hour
- Full-time
- Merchandising
- Mid-level
- High school diploma or GED
- Paid parental leave
- Health insurance
Integrated Campaign Manager, North America (New York or Chicago)
Ideals —United States
- $90,000 - $142,000 a year
- Full-time
- Remote
- Mid-level
- Travel
- 4 years
- Health insurance
- 401(k) matching
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
2d
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Based on your search for level financial planner

Financial Advisor
Northwestern Mutual-Syracuse —Syracuse, NY
Support for continuing education, e.g. Insurance license, Series 6 or 7 and Series 63 or 66 CFP®, ChFC®, RICP®. Bonus programs and expense allowances.
$80,000 - $200,000 a year
Quick Apply
Financial Professional
Equitable Advisors —Syracuse, NY
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$33,400 - $125,000 a year
Quick Apply

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Entry Level - Financial Advisor
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*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
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Financial Planner - AI Trainer
DataAnnotation —Columbus, OH
You can work on your own schedule, on your own computer, from the comfort of your own home. Proficient in financial analysis, financial modeling, data analysis,…
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level financial planner jobs near camillus, ny

Entry Level - Financial Planner

Equitable Advisors -
Syracuse, NY

Quick Apply

Job Details

Full-time
$33,400 - $125,000 a year

Benefits

Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Customer communication
Teamwork
Leadership development
Bachelor's degree
Creativity
Portfolio management

Full Job Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

· Location: In-office presence required

Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: Will need to obtain: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

· FINRA Sponsorship: provided for required FINRA licensing

Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition

· Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

· Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.

· Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $33,400 annually.

· Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.

Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Job Type: Full-time

Pay: $33,400.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance

Ability to Commute:

Syracuse, NY 13204 (Required)

Ability to Relocate:

Syracuse, NY 13204: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

level financial planner jobs in camillus, ny

Entry Level - Financial Planner

Entry Level Financial Professional

Principal Sales Revenue Planning

Production Planner & Analyst (Liverpool, NY)

Senior Procurement Buyer - Plant Operational Excellence (Whitehall, MI | Full Relocation Package Offered)

Team Leader

Senior Transmission Line Engineer (Northeast) - Remote

Senior Substation P&C Engineer - Remote

STORE PERISHABLE MANAGER - DGPP

Integrated Campaign Manager, North America (New York or Chicago)

Retirement Planner

Empower Financial Planner

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