Wealth Advisor & Financial Planner

Benefit Plans Administrative Services, Inc.; Town of Ithaca (NY); On-site; USD 66,000 - 108,804; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) seeks a Financial Consultant to join Nottingham Investment Services. You will help individuals and businesses achieve their financial goals through tailored investment strategies, retirement planning, and holistic financial guidance.

The role requires deep market understanding, strong communication, and adherence to regulatory standards; a team-oriented, client-focused professional will thrive here.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field; MBA/CFA a plus.
• Appropriate financial licenses such as FINRA Series 7/63/65/66; CFP preferred.
• Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products.

Responsibilities

• Consult with clients to assess financial situations and develop customized financial plans.
• Recommend a mix of investment, insurance, retirement, and banking products.
• Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes.
• Stay informed about economic trends, markets, and regulations to provide informed advice.
• Cultivate long-term client relationships based on trust and transparency.
• Collaborate with internal departments to deliver comprehensive solutions.

Skills

Financial planning

Client relations

CRM systems

Regulatory compliance

Education

Bachelor's degree in Finance/Economics/Business

MBA or CFA designation a plus

Tools

Financial planning software

CRM systems

Job description

Community Financial System, Inc. (CFSI) seeks a Financial Consultant to join Nottingham Investment Services. You will help individuals and businesses achieve their financial goals through tailored investment strategies, retirement planning, and holistic financial guidance.

The role requires deep market understanding, strong communication, and adherence to regulatory standards; a team-oriented, client-focused professional will thrive here.