Wealth Advisor & Retirement Planner

Community Bank, NA; Town of Ithaca (NY); On-site; USD 66,000 - 108,804; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical, Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (Nottingham Investment Services division) is seeking a Financial Consultant to deliver personalized investment strategies and holistic financial solutions for individuals and businesses. The role emphasizes retirement planning, regulatory compliance, and proactive client engagement.

You will collaborate with internal partners to tailor comprehensive plans, maintain strong client relationships, and meet performance targets while adhering to industry regulations.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field; MBA/CFA a plus.
• FINRA licenses (7, 63/65 or 66) and CFP preferred; Life/Health insurance licenses.
• Strong knowledge of investment strategies, retirement planning, tax implications, and insurance.

Responsibilities

• Consult with clients to assess financial situations and develop customized plans.
• Recommend investments, insurance, retirement, and banking products aligned with goals and risk.
• Conduct portfolio reviews and adjust strategies based on market conditions and life events.
• Stay informed on economic trends, markets, and regulations to provide informed advice.
• Build long-term client relationships with trust, transparency, and results.
• Collaborate with Retail, Commercial Banking, BPAS, and OneGroup Insurance to deliver solutions.

Skills

Financial advisory

Interpersonal skills

Client relationship building

CRM systems

Financial planning software

Team player

Education

Bachelor's degree in Finance/Economics/Business

MBA or CFA designation

Tools

CRM systems

Financial planning software

Job description

Community Financial System, Inc. (Nottingham Investment Services division) is seeking a Financial Consultant to deliver personalized investment strategies and holistic financial solutions for individuals and businesses. The role emphasizes retirement planning, regulatory compliance, and proactive client engagement.

You will collaborate with internal partners to tailor comprehensive plans, maintain strong client relationships, and meet performance targets while adhering to industry regulations.