Top 17 Financial consultant Jobs in Oneonta, Ny

Financial Consultant
Community Financial System, Inc. —Oneonta, NY
- $66,000 - $108,804 a year
- Full-time
- 18 years or older
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Client Services Administrator - Project Finance Agency Services
Deutsche Bank —Columbus, NY
- $65,000 - $101,500 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Work from home
Product & Solutions Analyst
Deutsche Bank —Columbus, NY
- $78,000 - $110,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Health insurance
- Work from home
Operations Expert
Deutsche Bank —Columbus, NY
- $65,000 - $107,250 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Work from home
GCC US NBFI Coverage - Director
Deutsche Bank —Columbus, NY
- $190,000 - $299,500 a year
- Full-time
- Hybrid work
- Writing skills
- Office
- Finance
- Health insurance
- Work from home
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
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
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
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financial consultant jobs near oneonta, ny

Financial Consultant

Community Financial System, Inc. -
Oneonta, NY

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Job Details

Full-time
$66,000 - $108,804 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Tuition reimbursement
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Financial planning software
Customer relationship building
Life insurance knowledge
Series 7
Bachelor's degree
Sales management systems proficiency
FINRA License
CRM system proficiency
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

Overview:

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities:

We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance.

Key Responsibilities:

Consult with clients to assess their financial situations and develop customized financial plans
Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance
Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes
Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice
Cultivate long-term client relationships based on trust, transparency, and results
Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance
Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards
Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

Qualifications:

Education, Training and Requirements:

Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus)
Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance
Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products
Exceptional communication and interpersonal skills
Proven track record of building and managing client relationships
Team player with the ability to collaborate with others
Proficient in financial planning software and CRM systems
All applicants must be 18 years of age or older

Preferred Skills:

Experience with mass affluent, high-net-worth and commercial clients
Strong analytical thinking and decision-making skills
Bilingual or multilingual proficiency is a plus
Familiarity with digital advisory platforms and financial technology tools
High level of emotional intelligence, empathy, and professionalism
Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications
Comfortable working in a fast-paced, technology-driven environment
Detail oriented with superior organizational skills and ability to prioritize

Experience:

2–5 years of experience in financial advising, wealth management, or investment consulting

Min: USD $66,000.00/Yr. Max: USD $108,804.00/Yr. Other Job Information:

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

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Refine Your Search

financial consultant jobs in oneonta, ny

Financial Consultant

Client Services Administrator - Project Finance Agency Services

Product & Solutions Analyst

Operations Expert

GCC US NBFI Coverage - Director

Relationship Manager – Private Wealth & Tax Solutions

Financial Coach

Retirement Planner

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