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Rochester Financial Planner & Investment 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
A financial services firm in the Rochester area seeks an experienced Financial Advisor to provide tailored financial guidance to clients. Responsibilities include assessing clients’ financial situations, developing customized financial plans, and monitoring clients' investments. The ideal candidate holds a Bachelor's degree and has experience in financial planning and investment management. Strong analytical and communication skills are essential. This is a great opportunity for those looking to advance their careers in a supportive environment.
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