Top 42 Financial and investment Jobs in Utica, Ny

Financial Advisor
Northwestern Mutual-Syracuse —New Hartford, NY
- $80,000 - $200,000 a year
- Full-time
- Military
- Mid-level
- Office
- Paid training
- Health insurance
Quick Apply
Associate Advisor, Wealth Management
M3 Placement & Partnership —Utica, NY
- $62,500 - $82,500 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Health savings account
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Controller
Rescue Mission of Utica NY —Utica, NY
- $72,000 - $90,000 a year
- Full-time
- Bachelor of Science
- Office
- Finance
- Paid training
- Paid holidays
Quick Apply
Sr. Program Control Analyst
ASSURED INFORMATION SECURITY INC —Rome, NY
- $90,000 - $115,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- 401(k)
10h
Small Commercial Underwriter
Utica Mutual Insurance Company —New Hartford, NY
- $54,700 - $100,900 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
Quick Apply
8d
Commercial Lines Underwriting Quality Specialist
Utica First Insurance Company —Oriskany, NY
- $95,000 - $115,000 a year
- 5 years
- Mid-level
- Office
13d
Middle Market Commercial Lines Associate Underwriter/Underwriter Trainee
Utica Mutual Insurance Company —New Hartford, NY
- $41,000 - $61,500 a year
- Full-time
- Hybrid work
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
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1d
Underwriter I
First Source FCU —New Hartford, NY
- $19.23 - $28.85 an hour
- Full-time
- Computer literacy
- Mid-level
- 3 years
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14d
Premium Insurance Auditor
ARMStrong Insurance Services —Rome, NY
- $44 - $50 an hour
- Full-time
- Remote
- Microsoft Word
- Mid-level
- Analysis skills
- Paid holidays
- Health insurance
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Executive Commercial Lines Underwriter - Eastern Regional Office
Utica Mutual Insurance Company —New Hartford, NY
- $57,000 - $154,000 a year
- Full-time
- Hybrid work
- 5 years
- Data analysis skills
- Office
- Profit sharing
- Health savings account
Quick Apply
Manager Of Underwriting
Utica First Insurance Company —Oriskany, NY
- $110,000 - $130,000 a year
- Full-time
- Microsoft Excel
- Office
- Finance
- Health savings account
- Paid holidays
Quick Apply
Citizens Banker
Citizens Financial Group —Whitesboro, NY
- $25.00 - $30.77 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
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
9d
Regional Vice President of Sales (Northeast)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
11d

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Associate Advisor, Wealth Management
M3 Placement & Partnership —Utica, NY
Possesses a Series 65 license (or be able to obtain within 6 months of hire). *Paid Family Leave:* Up to 12 weeks of job-protected paid leave under NYS PFL (67%…
$62,500 - $82,500 a year
Quick Apply
Director of Advising - Sophomore, Junior, Senior
Syracuse University —Syracuse, NY
In coordination with Assistant Dean, conceptualize, develop, and implement proactive programming to increase the excellence and effectiveness of academic and…
$85,000 - $95,000 a year

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Investment Banking Associate, Public Finance - Affordable Housing
KeyBanc Capital Markets Inc. —Columbus, OH
Strong working knowledge and skills in analyzing, structuring, and executing transactions with a focus on technical analysis.
$96,000 - $181,000 a year
7d
Wealth and Investment Portfolio Manager II
Huntington Bank —Columbus, OH
Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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financial and investment jobs near utica, ny

Financial Advisor

Northwestern Mutual-Syracuse -
New Hartford, NY

Quick Apply

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

Financial sales
Series 7
Bachelor's degree
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

financial and investment jobs in utica, ny

Financial Advisor

Associate Advisor, Wealth Management

Controller

Sr. Program Control Analyst

Small Commercial Underwriter

Commercial Lines Underwriting Quality Specialist

Middle Market Commercial Lines Associate Underwriter/Underwriter Trainee

Underwriter I

Premium Insurance Auditor

Executive Commercial Lines Underwriter - Eastern Regional Office

Manager Of Underwriting

Citizens Banker

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

Regional Vice President of Sales (Northeast)

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