Top 33 Financial planner Jobs in Syracuse Ny

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
Financial Planner - Career Changer Opportunity
Northwestern Mutual Syracuse —Syracuse, NY
- $61,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
8d
Financial Advisor (On-Site in Syracuse, NY)
Empower Federal Credit Union —Syracuse, NY
- $51,766.62 - $77,649.94 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
Beacon Bank —East Syracuse, NY
- $100,000 a year
- 7 years
- Bachelor of Science
- Mid-level
Financial Advisor - Syracuse, NY
Corebridge —Syracuse, NY
- $60,000 - $70,000 a year
- Choose your own hours
- Mid-level
- High school diploma or GED
- Travel
- Wellness program
- Health insurance
Private Client Banker- Shoppingtown
KeyBank National Association —De Witt, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Financial Representative with Business Development Focus
Northwestern Mutual Syracuse —Syracuse, NY
- $78,000 - $91,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Profit sharing
- Health insurance
Quick Apply
8d
Private Client Banker - Manlius
KeyBank National Association —Manlius, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
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
7d
Branch Controls Manager
Equitable —Syracuse, NY
- $75,000 - $105,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
2d
Director of Planned Giving
SUNY Upstate Medical University —Syracuse, NY
- $80,000 - $120,000 a year
- Weekends as needed
- Office
- Driver's License
- University
Investment Associate, FINRA Registered - Camillus, NY
Key Investment Services, LLC —Camillus, NY
- $23.08 - $34.62 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Research
13d
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
10d
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
Regional Vice President of Sales (NY & NJ)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance

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Territory Sales Representative
TorcUP Inc. —Syracuse, NY
Conduct sales calls, deliver product demonstrations and build strong customer service relationships. 2+ years of sales experience (B2B, retail or industrial…
$45,000 - $100,000 a year
Quick Apply
4d
ProSales Associate (Entry Level Sales)
Herc Rentals —Liverpool, NY
Valid driver’s license and ability to travel within assigned territory. Shadow Territory Sales Representatives in the field to observe customer interactions and…
$28.85 an hour
11d

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Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
Quick Apply
Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
Quick Apply

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financial planner jobs near syracuse ny

Entry Level - Financial Planner

Equitable Advisors -
Syracuse, NY

Quick Apply

Job Details

Full-time
$33,400 - $125,000 a year

Benefits

Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Customer communication
Teamwork
Leadership development
Bachelor's degree
Creativity
Portfolio management

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: Will need to obtain: 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

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)

Job Type: Full-time

Pay: $33,400.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance

Ability to Commute:

Syracuse, NY 13204 (Required)

Ability to Relocate:

Syracuse, NY 13204: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial planner jobs in syracuse ny

Entry Level - Financial Planner

Financial Planner - Career Changer Opportunity

Financial Advisor (On-Site in Syracuse, NY)

Financial Advisor

Financial Advisor - Syracuse, NY

Private Client Banker- Shoppingtown

Financial Representative with Business Development Focus

Private Client Banker - Manlius

Retirement Plan Consultant - Syracuse, NY

Branch Controls Manager

Director of Planned Giving

Investment Associate, FINRA Registered - Camillus, NY

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

Relationship Manager – Private Wealth & Tax Solutions

Regional Vice President of Sales (NY & NJ)

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