Financial Jobs in Syracuse, NY - NOW HIRING

1,443 jobs found

- Equitable Advisors - Williamsville, NY
- Syracuse, NY
- Remote
$24,000a year
We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. ... The average earnings of a new Financial ...
Full-Time
Health Insurance
Vision Insurance
Dental Insurance
401(k)
Commission
NEW
4 days ago
- Citizens
- Syracuse, NY
$65,000 - $70,000a year
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. ... The Virtual Financial Advisor compares and evaluates possible ...
Full-Time / Permanent
Dental Insurance
Health Insurance
Tuition Reimbursement
Vision Insurance
Parental Leave
NEW
3 days ago
- ArchCare the Continuing Care Community
- Syracuse, NY
$393,000 - $675,000
Plan, direct, and manage the overall financial performance, financial policies, internal controls, accounting practices, budgets, and financial reporting for a healthcare systemLead the Reimbursement, Decision Support, and Financial Management
Full-Time
Life Insurance
NEW
3 days ago
- Jobot
- Syracuse, NY 13212
- Hybrid Remote
$70,000 - $75,000a year
Strong communication skills, with the ability to present financial data in a clear and concise manner to non-financial audiences. ... With a focus on financial modeling, ledger management, and budgeting, this role will provide critical financial ...
Permanent
Excel
Bachelor's Degree
NEW
2 days ago
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- Citizens
- Syracuse, NY
$105,000 - $250,000a year
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 ...
Full-Time / Permanent
Vision Insurance
Paid Time Off
Advancement Opportunities
Health Insurance
Dental Insurance
NEW
3 days ago
- Syracuse University
- Syracuse, NY
$65,000 - $75,000a year
The Assistant Director Financial Analysis will assist with the development of comprehensive financial planning strategies to support the recruitment and enrollment objectives of the University. ... Assist with the design and development of complex ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Oracle
Master's Degree
Excel
Bachelor's Degree
NEW
Today
- Powerwell
- Syracuse, NY
- Remote
$75,000 - $150,000a year
Financial Consultant Remote – Must be located in Syracuse, NY ... Develop essential knowledge of our financial planning software and technology. ... Free access to a Workplace Financial Advisor Compensation: $75K-150k base salary; additional ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Salesforce
CRM
Health Insurance
401(k)
Health Savings Account
NEW
Today
- Merrill
- Syracuse, NY
$75,000 - $85,000
Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. ... During this stage of your journey, the Merrill ...
Full-Time
Paid Time Off
Morning Shift
Day Shift
Bachelor's Degree
27 days ago
- Bank of America
- Syracuse, NY
$75,000 - $85,000
Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. ... During this stage of your journey, the Merrill ...
Full-Time
401(k)
Health Insurance
On-Site Gym
Tuition Reimbursement
Day Shift
23 days ago
- Syracuse University
- Syracuse, NY
$20.67 - $21.63an hour
Counselors assist students and families in navigating financial aid eligibility, sensitive family financial situations, financial planning strategies and payment options, and academic progress. ... Counsel students and parents, both prospective and ...
Full-Time / Part-Time / Temporary / Contract
Professional Development Assistance
NEW
Today
- Cedar Park Group
- Syracuse, NY
$150,000 - $200,000a year
Chief Financial Officer (CFO) to manage financial planning, reporting, analysis, and strategic decision-making for a commercial construction project in Syracuse, NY. ... Minimum of 5 years of experience in a senior financial management role.
MBA
8 days ago
- Crouse Hospital
- Syracuse, NY 13203 (Northside / Hawley-Green / Prospect Hill area)
$16.90 - $32.19an hour
The Financial Counseling Support role accurately and efficiently assesses patients for insurance status and assists those patients who may require financial aid. ... Continued employment as a Financial Counseling Support is contingent on the ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Health Insurance
High School Degree
30+ days ago
- Molina Healthcare
- Syracuse, NY 13235 (University Hill area)
- Remote
$107,028 - $208,705a year
Financial Planning & Analysis: Lead the annual budgeting process, monthly/quarterly forecasting, and long-term financial planning for the Medicare segment. ... Financial Reporting & Presentation: Prepare and present financial reports and forecasts ...
MBA
8 days ago
- Kinney Drugs
- Syracuse, NY
$130,000 - $150,000a year
This highly skilled and experienced finance professional will lead all financial planning and forecasting activities for the KPH portfolio. ... Minimum of 10 years of progressive experience with much of that time in financial planning and analysis.
MBA
Bachelor's Degree
NEW
1 day ago
- insurecruit
- Syracuse, NY
- Remote
Major wealth management firm dedicated to providing personalized investment solutions that help clients achieve their financial goals seeks a highly motivated and dynamic Financial Advisor to join their team. ... QualificationsProven experience as a ...
Full-Time
Entry Level
Health Insurance
NEW
2 days ago
- NYL - Syracuse
- Syracuse, NY
Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations ... Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
CRM
Life Insurance
NEW
Today
- Prudential Financial
- Syracuse, NY
Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection and retirement planning strategies. ... Prudential Advisors is looking for driven, motivated ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
401(k)
High School Degree
NEW
Today
- Prudential Financial
- Syracuse, NY
Prudential Advisors is looking for an experienced financial professional in the Syracuse area that is interested in working with an existing book of clients. ... Prudential Financial Syracuse, NY
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
401(k)
NEW
Today
- Confidential
- Syracuse, NY
The CFO will be responsible for overseeing the financial operations of the company, including financial planning, risk management, record-keeping, and financial reporting. ... A strategic mindset, excellent leadership skills, and the ability to ...
Full-Time / Part-Time / Permanent / Temporary / Contract
NEW
Today
- Confidential
- Syracuse, NY
The CFO will be responsible for overseeing the financial operations of the company, including financial planning, risk management, record-keeping, and financial reporting. ... A deep understanding of financial management, including budgeting, ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
NEW
Today

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Financial Professional

Apply on Company Site

Company
Equitable Advisors - Williamsville, NY
Location
Syracuse, NY
Job Type
Full-Time
Salary
$24,000 a year

Remote

Health Insurance

Vision Insurance

Dental Insurance

401(k)

Commission

Short Term Disability Insurance

Employee Resource Groups (ERG)

Employee Stock Purchase Plan

Life Insurance

Description

Wealth Management Associate

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our people

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment
Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit
Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually
Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

Training and support

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

Requirements

Applicants must be authorized to work in the United States
A four-year college degree is preferred but not required
We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding
We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding
Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Compensation and Benefits

Entry level Financial Professionals start out in our Preliminary Employment Program (“PEP”) after obtaining required licenses and registrations and also have the potential to receive a sign-on payment ranging from $250 - $1,000. During PEP you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Company’s commission schedules which vary depending on the financial product sold. The duration of PEP is a maximum of 120 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (“PEP”) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense.

Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and, in that role, you can choose to be compensated in one of two ways: You can decide to receive full commission plus bonus (30% bonus as a % of eligible paid first-year commissions) or an annual base salary of $24,000 with reduced commission. Commissions in both scenarios are calculated in accordance with the Company’s commission schedules. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62,000 and for those in the top quartile among first-year Financial Professionals it was $135,000.

Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional. As a 20th Edition Financial Professional, you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

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.) are Equal Opportunity Employers M/F/D/V. GE- 7061481.1(9/24)(Exp.9/26)

: Location
Syracuse, NY

: Job Type
Full Time

: Company
Equitable Advisors - Williamsville, NY

Apply on Company Site

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