Wealth & Retirement Advisor

OneGroup

Town of Ithaca (NY)

On-site

USD 66,000 - 108,804

Full time

14 days+

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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) is seeking a knowledgeable Financial Consultant for Nottingham Investment Services to help individuals and businesses achieve their financial goals through personalized strategies and holistic financial solutions.

The candidate will develop customized plans, recommend investment and insurance products, and conduct regular portfolio reviews while staying current on market trends and regulatory changes to deliver informed guidance and strong client

Qualifications

Bachelor's degree in Finance, Economics, Business (MBA or CFA designation a plus).
Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred).
Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products.
Exceptional communication and interpersonal skills.
Proven track record of building and managing client relationships.
Team player with the ability to collaborate with others.
Proficient in financial planning software and CRM systems.
All applicants must be 18 years of age or older.

Responsibilities

Consult with clients to assess their financial situations and develop customized financial plans.
Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance.
Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes.
Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice.
Cultivate long‑term client relationships based on trust, transparency, and results.
Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.
Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards.
Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets.
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensuring ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.