More jobs:
Financial Advisor
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-03-12
Listing for:
The Perillo Group
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Job Title:
Financial Advisor
Job Summary: We are seeking a knowledgeable and experienced Financial Advisor to join our team in the Rochester area. The ideal candidate will provide financial guidance and advice to clients, helping them make informed decisions about their finances.
Responsibilities:
- Assess clients' financial situations by gathering information about their financial status, needs, and goals
- Develop financial plans for clients based on their individual goals and risk tolerance
- Provide clients with information on investment strategies, retirement planning, estate planning, and insurance options
- Monitor clients' accounts and keep them informed about changes in the market and financial regulations
- Help clients implement their financial plans and make necessary adjustments over time
Requirements:
- Bachelor's degree in Finance, Economics, Business, or related field
- Certification such as CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant) is preferred
- Proven experience in financial planning and investment management
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
If you are a dedicated and client-focused Financial Advisor looking to advance your career in a dynamic environment, we would love to hear from you. Apply now!
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