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Wealth Advisor: Personal Investment & Retirement Plan
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-01-22
Listing for:
Community Financial System, Inc.
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services provider in Rochester, NY is seeking a knowledgeable Financial Consultant to assist clients with personalized financial strategies and holistic solutions. Ideal candidates will possess a bachelor’s degree in a related field and relevant experience in financial advising. Responsibilities include developing custom financial plans, recommending products, and maintaining strong client relationships. Competitive salary and benefits are offered.
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