Top 52 Investment Jobs in Ithaca, Ny

Client Services Manager
Fingerlakes Wealth Management —Ithaca, NY
- $23 - $27 an hour
- 8 hour shift
- Background check
- Mid-level
- Office
- Profit sharing
- Health savings account
Quick Apply
Financial Advisor
Edward Jones —Watkins Glen, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Senior Financial Planner
Tompkins Financial Advisors —Ithaca, NY
- $110,000 - $135,000 a year
- Full-time
- CPA
- 5 years
- Research
- Free parking
- Profit sharing
Loan Underwriter - Residential
Tioga State Bank, N.A —Spencer, NY
- $30 - $38 an hour
- Extended hours
- Basic math
- English
- Mid-level
Fiduciary Accounting and Reporting Analyst
Tompkins Financial Advisors —Ithaca, NY
- $27.50 - $31.50 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Research
- Free parking
- Profit sharing
Wealth Management Assistant Lead
Tompkins Financial Advisors —Ithaca, NY
- $27.50 - $32.00 an hour
- Full-time
- Office
- 3 years
- Finance
- Free parking
- Profit sharing
Policy Analyst
Arch Capital Group Ltd. —Cortland, NY
- $42,000 - $45,000 a year
- Full-time
- Computer literacy
- Office
- Windows
- Paid parental leave
- AD&D insurance
10d
Underwriter
Arch Capital Group Ltd. —Cortland, NY
- $50,000 - $80,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid parental leave
- AD&D insurance
Immigration Paralegal
Carolyn Lee PLLC —Ithaca, NY
- $23 - $26 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
12d
Mortgage Underwriter
Tioga State Bank —Spencer, NY
- $30.00 - $36.45 an hour
- Online Application
- Mid-level
- Office
- Residential
- Health insurance
- Dental insurance
Quick Apply
Funds Attorney – AI Trainer
micro1 —United States
- $80 - $105 an hour
- Contract
- Remote
- Mid-level
- Analysis skills
- 2 years
- Flexible schedule
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
Regional Vice President of Sales (Mid-Atlantic)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Executive Assistant (Venture Capital Firm)
Boldly —United States
- $30 an hour
- Full-time
- Remote
- Google Workspace
- 7 years
- Writing skills
- Paid parental leave
- Paid holidays
11d
Partnership Executive - Investment Sales
Fusion Growth Partners —United States
- $70,000 - $250,000 a year
- Full-time
- Remote
- Business development
- Presentation skills
- Senior level
- Health insurance
- Dental insurance
Quick Apply

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Complete required CE training to ensure license(s) are in good standing. Continually develop yourself to grow personally and professionally.
Financial Advisor - Licensing Provided
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Client Services Manager

Fingerlakes Wealth Management
Ithaca, NY

Quick Apply

Job Details

Full-time
$23 - $27 an hour

Benefits

Profit sharing
Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
401(k) 6% Match
Vision insurance
401(k) matching
Professional development assistance
Volunteer time off

Qualifications

Office activity coordination
Microsoft Office
Client services
Organizational skills
Banking
Time management

Full Job Description

POSITION: Client Services Manager (Financial Services Industry)

Start date: March 2025

Fingerlakes Wealth Management (FWM) is a Registered Investment Advisory Firm located in Ithaca, New York with clients throughout the United States. FWM specializes in client-focused financial planning including planning for retirement, education, legacies and other life goals. FWM is a Benefit Corporation under NYS Law and a certified B Corp and offers a suite of investment portfolios that are socially and environmentally screened as well as services that tailor portfolios to clients individual values and beliefs.

Responsibilities:

-Daily office administration, client service & development
-Maintain existing client relationships
-Greet and assist onsite guests
-Resolve client inquiries, making sure key client information and documentation is correct and up to date
-Onboard new client accounts, which includes the collection of required documentation and client information
-Perform administrative duties that support Partners in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, and reporting, file, & calendar maintenance
-Perform other office tasks

Qualifications:

-Experience in client services
-Adept at Interpersonal relationships
-Detail oriented with superior organizational skills
-Strong computer & technical skills (Microsoft Office products)
-Ability to master other computer programs
-Office organization, time management, & multi-tasking skills required
-Strong written & verbal communication skills
-Ability and desire to think critically & develop new, complex systems
-Education & Experience
-College degree preferred
-Knowledge of the financial industry, investment, and banking products preferred
-Honest, reliable, technologically savvy, quick learner, and good communication skills

Benefits:

-Competitive salary and performance-based incentives
-Comprehensive benefits package including health, dental, and vision insurance
-Retirement savings plan with company match
-Paid time off (PTO) and holidays
-Professional development and continuing education opportunities
-Opportunities for internal professional growth

Certifications (optional, but beneficial):

-Series 6, 7, 63, or 65 licenses, or a Certified Financial Planner (CFP) designation.

Job Type: Full-time

Pay: $23.00 - $27.00 per hour

Expected hours: 40 per week

Benefits:

401(k)
401(k) 6% Match
401(k) matching
Dental insurance
Health insurance
Health savings account
Paid time off
Parental leave
Professional development assistance
Tuition reimbursement
Vision insurance
Volunteer time off

Compensation Package:

Profit sharing
Yearly bonus

Schedule:

8 hour shift

Ability to Relocate:

Ithaca, NY 14850: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment jobs in ithaca, ny

Client Services Manager

Financial Advisor

Senior Financial Planner

Loan Underwriter - Residential

Fiduciary Accounting and Reporting Analyst

Wealth Management Assistant Lead

Policy Analyst

Underwriter

Immigration Paralegal

Mortgage Underwriter

Funds Attorney – AI Trainer

Remote Financial Advisor

Regional Vice President of Sales (Mid-Atlantic)

Executive Assistant (Venture Capital Firm)

Partnership Executive - Investment Sales

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