Financial advisor jobs in Utica, New YorkCrear alertas

Job Description POSITION: Retirement Plan Educational Specialist TYPE: Full time, Salary LOCATION: Utica, NY SUMMARY: Are you passionate about helping people achieve their financial goals? Do you enjoy working with people who share your commitment to quality, excellence, and professional growth? Our client, Strategic Financial Services, is looking for motivated professionals who can supports existing client relationships and serves as a trusted resource for plan participants. Responsibilities include delivering financial education programs (both in-person and virtual), helping shape participant engagement strategies, and communicating Strategics’ wealth management services and solutions. The company was recently named the #1 Place to Work for Financial Advisers by InvestmentNews! FIRM VALUES: • Serve | Grow | Live CORE RESPONSIBILITIES: -Support day-to-day management of existing client relationships and help shape the overall client service experience. -Schedule, prepare for, and attend client and participant meetings; maintain meeting schedules and document follow-up actions. -Coordinate plan administration tasks with external partners (TPAs, CPAs, recordkeepers) and assist with onboarding, conversions, and general administration. -Provide participant education and enrollment materials for individuals and groups. -Serve as a subject matter expert on recordkeeper systems and escalate participant or sponsor issues to Senior/Lead Advisors as needed. -Identify clients or participants who may benefit from additional investment services or financial planning, and serve as a referral source to Wealth Management. -Develop relationship-management skills and progress toward a Lead Advisor role by gradually taking on new and existing client responsibilities. TECHNICAL SKILLS: -Energetic self-starter committed to continuous learning and professional growth. -Highly organized with attention to detail, follow-through, and ability to manage multiple deadlines. -Strong written, verbal, and presentation skills; able to listen, ask questions, identify opportunities, resolve conflicts, educate, and coach clients. -Proficient in Microsoft 365 (Outlook, Word, Excel, Teams) and quick to learn tools like SharePoint and social scheduling platforms. -Operational knowledge of financial planning technology, client-facing systems, performance reporting, and CRM platforms. -Basic understanding of investments, securities markets, global economics, portfolio construction, and market trends. -Foundational knowledge of retirement plans, recordkeeping, participant education, and financial planning principles. REQUIREMENTS: -Bachelor’s degree required; industry-specific or other technical training is a plus. -FINRA Series 65: required within the first 12 months. -Industry credential required within 18 months (e.g., CPFA, ABFP, WMS, or similar approvedcertification). -1–3+ years of professional experience in financial services, investments, retirement planadministration, insurance, payroll, or employee benefits preferred. -1–3+ years of retail or marketing experience helpful. -1–3+ years of retirement plan-related experience desirable. In addition to working with a team of highly competent professionals in a growing firm, benefits include: -Opportunity to make an impact on client’s lifelong financial goals. -Supportive leadership team dedicated to our culture of learning and professional development. -Career mapping and mentorship -Opportunity to grow personally and professionally -Competitive salary and health benefits -401K -Paid time off BASE SALARY RANGE: $52,000-$71,500 plus performance-based compensation Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.

The Client Experience Advisor plays a crucial role in supporting the primary Wealth Advisor by managing existing client relationships and actively prospecting for new clients. As the second chair to the Wealth Advisor, this position involves providing exceptional service to clients, assisting in the development of financial strategies, and contributing to the growth of the firm's client base. The ideal candidate will possess strong interpersonal skills, a keen understanding of financial markets, and the ability to work collaboratively within a team. Key Responsibilities: Client Relationship Management Support Existing Clients: -Assist the primary Wealth Advisor in managing client accounts, ensuring a high level of service and satisfaction. -Conduct regular client meetings and reviews to assess financial goals and performance. -Address client inquiries and concerns promptly, providing accurate and helpful information. Financial Planning Assistance: -Collaborate with the Wealth Advisor to develop and implement customized financial plans for clients. -Prepare and review financial reports, investment summaries, and other documentation for client meetings. -Monitor market trends and client portfolios to identify opportunities for adjustments or improvements. Prospecting and Business Development New Client Acquisition: -Proactively identify and pursue new client opportunities through networking, referrals, and marketing initiatives. -Conduct initial consultations with prospective clients to understand their financial needs and objectives. -Assist in the development and execution of strategies to expand the firm's client base. Team Collaboration Support Primary Advisor: -Act as the primary support for the Wealth Advisor, facilitating the smooth execution of client services. -Coordinate with internal departments to ensure timely and efficient delivery of services. Professional Development: -Stay informed about industry trends, financial products, and regulatory changes. -Participate in training and development programs to enhance skills and knowledge.

This individual reviews applications for financial assistance as well assists in the overall administration of the College Student Financial Aid Program. Assists the Director of Financial Aid in maintaining financial aid records of students;. The Financial Aid Advisor provides a single point of cont

CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. Becoming a financial advisor at Northwestern Mutual is a unique opportunity t

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Pri

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

Hello, Blue Ribbon Global Technologies, LLC.Sr IT Commercial Project Manager Duration: 12 + months Location: Tarrytown, NY, United States (Locals or Nearby) Onsite Flexibility: 2 days must Exp:10+ We are seeking a Senior Project Manager to join the Commercial IT team.This role will lead the executio

Outside Wholesale Parts Representative.Paddock Chevrolet a 2026 Best Places to work finalist is currently interviewing for an Outside Wholesale Parts Representative.At Paddock Chevrolet we strive to make every customer a customer for life.Happy employees make happy customers, and we reward individua

Senior Registration Associate - Urology Office- Clifton Park.If you are looking for an administrative position in Clifton Park, full-time, this could be your opportunity! Here at St.Peter's Health Partner's, we care for more people in more places.This position is located at 1735 U.Where career oppor

County Waste in Clifton Park is looking to add a Customer Service Representative to our growing team!/h2pPay: $21.Hours: 8a-5p/ppSchedule: Monday-Friday/ppOur priority is to make sure we hire professional customer service representatives that care about the safety of our drivers and the service prov

Sr Registration Associate (Medical Receptionist) - Clifton Park - FT/DAY - Endocrinology.If you are looking for an administrative position in Clifton Park, full-time, this could be your opportunity.Peter's Health Partner's, we care for more people in more places.This position is located at 855 Rt 14

Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

Registration Associate Clifton Park, NY.If you are looking for a position as a Registration Associate, this could be your opportunity.This position is located at 855 Rt 146 Clifton Park, NY.Quality of Life: Where career opportunities and quality of life converge.Advancement: Strong orientation prog

Outside Sales Representative Buffalo, NY.Competitive base salary + commission & incentives! Earn from $70,000 - $110,000 annually Monday Friday schedule Health, dental, vision, 401(k) w/match, PTO and more!.Join a team that powers possibility! At Haun Welding Supply & Specialty Gases, we've been p

Minimal weekday hours required (join for weekends only!).NO LIMIT * Additional terms and conditions apply.Competitive hourly pay rates & team bonus.At David's Bridal, we empower our customers and our employees to stay true to their dreams and find the one, whether that means the wedding dress that m

Here at GoNetspeed, we believe in the power of connectivity.We believe that life doesn't wait for us to catch up.We believe that providing the fastest and most reliable Internet to the communities we serve means committing to the present and building for the future.And we believe that our amazing te

Administrative Assistant Opportunity.Servpro of Buffalo/Tonawanda is hiring an Administrative Assistant!.Paid Vacation with time accumulated.As an Administrative Assistant, you would be asked to assist office teammates and all customers by handling office tasks, providing polite and professional ass

Administrative Assistant Opportunity.Servpro of Buffalo/Tonawanda is hiring an Administrative Assistant!.Paid Vacation with time accumulated.As an Administrative Assistant, you would be asked to assist office teammates and all customers by handling office tasks, providing polite and professional ass

Do you have a passion for making a difference for small business in your community? Are you looking for a career with unlimited income potential? Company culture important to you? Or maybe you have been thinking about switching career paths and moving into sales?.NFIB was chosen as a Glassdoor Top 5

With an exceptional legacy passed on from its predecessors spanning all the way back to 1933, the LeadCar Honda Yorkville team brings a proven track record combined with an unmatched reputation for quality in the Utica, NY market area.If you are ready to take your career to the next level, we are lo

Residential Sales Representative.We are looking for an experienced Residential Sales Representative for our Clifton Park, NY location.The RSP fields calls from Customers and works to resolve problems they raise concerning service or billing and will actively identify and pursue new sales and custome

Inside Product Support Sales Representative.Do you enjoy building relationships, solving problems, and creating solutions that help customers succeed? Milton CAT is looking for driven and customer-focused individuals to join our Inside Product Support Sales team.As an Inside PSSR, you'll work closel

This role combines sales, customer service, and order management to deliver quality produce and exceptional service to existing accounts while driving new customers and growth.Seek out sales leads and identify new business opportunities.Assist customers with orders via phone, email, and in person.En

This role leads the development of accurate, timely financial reporting and ensures compliance with government funding requirements and organizational standards, drives efficient invoicing and receivables processes, while partnering with technical leaders to deliver financial insights and cost model

Financial support to help obtain a degree.