Top 83 Planner Jobs in Rochester Ny

Entry Level Financial Planner Sales Associate
Equitable Advisors —Rochester, NY
- $60,000 - $130,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
10d
Financial Planner Career Changers Wanted
Northwestern Mutual of Rochester —Rochester, NY
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
4d
Marketing Events Manager
AeroSafe Global —Rochester, NY
- $70,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
Marketing Events Manager
MACNY's Job Board —Rochester, NY
- $70,000 - $90,000 a year
- Online Application
- Microsoft Outlook
- Mid-level
- Office
- Health savings account
- AD&D insurance
Production Planner I
Gleason —Rochester, NY
- $65,000 - $85,000 a year
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Tuition reimbursement
- Employee assistance program
Quick Apply
Buyer/Planner
Parker Hannifin Corporation —Marion, NY
- $64,975 - $108,325 a year
- Full-time
- Analysis skills
- Data entry
- Business
- Paid parental leave
- Paid holidays
Planning Associate
MRB GROUP —Rochester, NY
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Writing skills
- Public speaking
- Health savings account
- AD&D insurance
Operations Manager
Tuff Shed —Victor, NY
- $80,000 - $85,000 a year
- Full-time
- Sales
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Operations Manager
Multi-Color Corporation —West Henrietta, NY
- $125,000 - $130,000 a year
- Full-time
- 7 years
- Engineering
- Research
- Paid holidays
- Disability insurance
Quick Apply
Catering Sales Manager
Troon —Victor, NY
- $65,000 a year
- Full-time
- Customer service
- Mid-level
- Residential
- Health insurance
- Dental insurance
Quick Apply
10d
Inventory Planning Coord IV
University of Rochester —Rochester, NY
- $25.14 - $35.24 an hour
- Full-time
- Customer service
- Mid-level
- University
11d
Buyer/Planner
Global Point Technology Group —Farmington, NY
- $60,000 - $65,000 a year
- Full-time
- 5 years
- Research
- Mid-level
Quick Apply
Events and Engagement Associate
Villa of Hope —Rochester, NY
- $23 - $29 an hour
- Weekends as needed
- Marketing
- Mid-level
- Office
Quick Apply
Demand Planner
OX Tools —West Henrietta, NY
- $60,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- 3 years
Quick Apply
Senior Plan Document Analyst
EPIC RPS —Rochester, NY
- $71,160 - $94,903 a year
- Full-time
- 8 years
- Bachelor's degree
- US work authorization
- Health savings account
- Disability insurance
12d
Buyer & Planner
Grote Industries —Avon, NY
- $55,000 - $80,000 a year
- Full-time
- ERP systems
- Mid-level
- Analysis skills
Quick Apply
Buyer Planner II
QuidelOrtho —Rochester, NY
- $58,500 - $76,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Employee stock purchase plan
- Paid holidays
5d
Planner
CooperVision —Henrietta, NY
- $58,260 - $85,680 a year
- Full-time
- Oracle
- Mid-level
- Office
Planner - Rochester, NY
IEWC —Rochester, NY
- $70,000 - $75,000 a year
- Full-time
- Microsoft Access
- Mid-level
- Conflict management
Planner
LaBella Associates —Rochester, NY
- $62,000 - $72,000 a year
- Full-time
- Writing skills
- Office
- Bachelor's degree
- Profit sharing
- Wellness program
Quick Apply

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planner jobs near rochester ny

Entry Level Financial Planner Sales Associate

Equitable Advisors -
Rochester, NY

Quick Apply

Job Details

Full-time
$60,000 - $130,000 a year
10 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
Retirement plan

Qualifications

Customer communication
Bachelor's degree
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 - $130,000.00 per year

Benefits:

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

Application Question(s):

Are you seeking sponsorship?

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

planner jobs in rochester ny

Entry Level Financial Planner Sales Associate

Financial Planner Career Changers Wanted

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