Emerging Financial Advisor & Relationship Builder

Fundfire

City of Rochester, Northern (NY, KY)

Hybrid

USD 50,000 - 70,000

Full time

14 days+

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Job summary

Fundfire in Rochester, NY is seeking a Junior Relationship Manager / Financial Advisor to join its growth-focused team. This developmental role pairs you with senior advisors to service existing HNW, institutional, and intermediary clients while you progressively build your own prospecting pipeline.

You'll gain hands-on experience in client servicing, portfolio reviews, and business development through structured mentorship and exposure to the firm's Fixed Income, Balanced, and Equity strategies.

Qualifications

1–3 years of experience in financial services, sales, or client service.
Genuine interest in building a long-term career in wealth/institutional sales.
Coachable, proactive, and eager to learn from senior mentors.
Strong communication, presentation, and interpersonal skills.
Foundational understanding of investment concepts; interest in fixed income a plus.
Willingness to pursue relevant industry licensing as required.

Responsibilities

Learn and support relationship management for existing HNW, institutional, and intermediary clients under supervision.
Begin building a personal prospecting pipeline across HNW, foundations, RIAs, and centers of influence.
Support senior advisors with prospect research, CRM data management, and outreach coordination.
Attend client meetings and due diligence presentations to develop presentation and negotiation skills.
Collaborate with investment, client service, marketing and compliance teams to drive growth.
Progressively take on greater ownership of client relationships and new business responsibilities.