9 senior advisor jobs at 7 companies in Irondequoit, NY
2w
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Financial Aid Advisor - Senior
Rochester, New York, United States
$23-$30/hr OnsiteFull Time
3+ YOEAssociate degree and 3+ years in finance, accounting, or a related field required. Bachelor’s degree, higher-education financial aid experience, Excel data analysis, and SIS experience preferred.
Microsoft Excel, EMPOWER SIS, Microsoft Office Suite, Microsoft Word, Microsoft Outlook, Student Information System (SIS), FSA, Institutional Student Information Reports (ISIRs), National Student Loan Data System (NSLDS), Common Origination and Disbursement (COD), HESC
5d
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Institutional Investment Advisor
Rochester or New York or North America
$150k-$180k/yr HybridFull Time
5+ YOEBachelor's degree required and 5+ years in investment management, institutional consulting, wealth management, or advisory services, with sophisticated-client experience and strong investment, relationship, and business-development skills.
1mo
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Wealth Advisor II
Pittsford, New York, United States
$110k-$135k/yr HybridFull Time
7+ YOECFP required, B.S. in a related field required (MBA preferred), minimum 7 years related experience, experience in banking/financial services preferred, strong client relationship, compliance, and investment analysis skills.
2w
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Financial Advisor Associate
Geneva, New York, United States
$65k-$90k/yr OnsiteFull Time
5+ YOEBachelor's degree in a related field or equivalent experience; strong communication, presentation, organizational, networking, listening, and problem-solving skills; U.S. work authorization required.
Securities Industry Essential (SIE), Series 7, Series 66
5d
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Institutional Investment Advisor
Rochester or New York or North America
$150k-$180k/yr HybridFull Time
5+ YOEBachelor's degree required; 5+ years in investment management, institutional consulting, wealth management, or advisory work. Requires institutional or UHNW client experience, investment expertise, and strong relationship and business-development skills.
1mo
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Lead Research Technical Advisor _ SBIR
Rochester, New York, United States
$97k-$146k/yr OnsiteFull Time
8+ YOEBachelor's degree and 8 years relevant experience (or equivalent); subject-matter expertise in technologies, SOP design, data analysis, collaboration, staff training, and process optimization.
1mo
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Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors
Pittsford or Plymouth Meeting or Mount Kisco or Syracuse or Wyomissing or Ithaca
$130k-$150k/yr OnsiteFull Time
10+ YOE10+ years in wealth management or talent acquisition, proven success recruiting advisors/teams, leadership in onboarding and integrations, strong communication and negotiation, ability to travel across multiple markets.
1mo
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Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors
Pittsford or Ithaca or Syracuse or Plymouth Meeting or Mount Kisco or Wyomissing
$130k-$150k/yr OnsiteFull Time
10+ YOE10+ years progressive experience in wealth management, talent acquisition, or related financial services; proven success recruiting advisors and teams; strong communication, negotiation, and cross-functional leadership; ability to travel across Tompkins footprint.
1mo
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Market Executive
Rochester, New York, United States
$290k-$300k/yr OnsiteFull Time
5+ YOE5+ years managing a market or large branch, strong leadership, supervisory and compliance experience; active Series registrations required; ability to recruit, develop, and manage financial advisors.