Top 5 Cfp Jobs in Auburn Ny

Financial Advisor
Northwestern Mutual-Syracuse —Syracuse, NY
- $80,000 - $200,000 a year
- Full-time
- Military
- Mid-level
- Office
- Paid training
- Health insurance
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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
Retirement Plan Consultant - Syracuse, NY
Corebridge —Syracuse, NY
- $60,000 - $70,000 a year
- Email
- Spanish
- Mid-level
- High school diploma or GED
- Wellness program
- Health insurance
8d
KPC (Key Private Client) Regional Director, Planning & Investments
KeyBank National Association —Syracuse, NY
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Writing skills
- Office
11d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Wealth Client Management Consultant
CAPTRUST —Rochester, NY
Prepares and provides documentation and materials required for client calls and visits. Works with Financial Advisors and internal business partners to…
$70,000 - $85,000 a year
6d
Entry Level - Financial Planner
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
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Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$65,000 - $200,000 a year
Quick Apply
Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
14d

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cfp jobs near auburn ny

Financial Advisor

Northwestern Mutual-Syracuse -
Syracuse, 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

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

Full Job Description

Upstate New York

Financial Advisor Job Description

Financial Advisors at Northwestern Mutual-Upstatehelp 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 (2022)

· Forbes' Best Employers for Diversity (2018-2023)

· Top 10 US Independent Broker-Dealers

· #1 Amongst Life Insurers Most Admired Companies for Financial Soundness

· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2024)

· $224 billion 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

cfp jobs in auburn ny

Financial Advisor

Entry Level - Financial Planner

Retirement Plan Consultant - Syracuse, NY

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

Relationship Manager – Private Wealth & Tax Solutions

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