Top 22 Wealth manager Jobs in Fairport Ny

Entry Level - Financial Sales
Equitable —Rochester, NY
- $60,000 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
9d
Entry-Level Financial Advisor
Equitable Advisors —Rochester, NY
- $33,400 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
Entry Level Financial Planner Sales Associate
Equitable Advisors —Rochester, NY
- $60,000 - $130,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
10d
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
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
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
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
8d
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
Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors
Tompkins Financial Advisors —Pittsford, NY
- $130,000 - $150,000 a year
- Full-time
- Management
- Office
- Business development experience
- Free parking
- Profit sharing
9d
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
Tax Manager - Private Wealth
Deloitte —Rochester, NY
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
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
14d

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Entry-Level Financial Advisor
Equitable Advisors —Rochester, 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
Entry Level Financial Planner Sales Associate
Equitable Advisors —Rochester, NY
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$60,000 - $130,000 a year
Quick Apply
10d

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Bachelor's degree in Finance, Accounting, Business Administration, or a related field. The Financial Advisor will develop and present personalized financial…
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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
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Entry Level - Financial Sales

Equitable -
Rochester, NY

Quick Apply

Job Details

Permanent | Full-time
$60,000 - $125,000 a year
9 days ago

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Experience practicing in the securities industry

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: 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

· Preliminary Employment Period (PEP): comprehensive 120-day hands-on training

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)

Pay: $60,000.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Vision insurance

Application Question(s):

Applicants must be currently authorized to work in the United States without the need for employer sponsorship now or in the future.

Location:

Rochester, NY 14623 (Required)

Ability to Commute:

Rochester, NY 14623 (Required)

Ability to Relocate:

Rochester, NY 14623: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth manager jobs in fairport ny

Entry Level - Financial Sales

Entry-Level Financial Advisor

Entry Level Financial Planner Sales Associate

Wealth Advisor II

Key Private Bank Relationship Manager

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

Wealth Advisor (Upstate New York)

Financial Advisor Development Program

Financial Advisor (Experienced)

Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors

Wealth Advisor III

Tax Manager - Private Wealth

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

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