11 senior advisor jobs at 8 companies in Waterloo, NY
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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.
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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.
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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.
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Financial Advisor Associate
Ithaca, New York, United States
$65k-$90k/yr OnsiteFull Time
5+ YOEBachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, networking, organizational, listening, and problem-solving skills; background check and work authorization required.
Financial Planning Specialist (FPS)
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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
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Construction Safety Advisor| Clay, NY
Clay, New York, United States
$95k-$112k/yr OnsiteFull Time
5+ YOE5+ years construction safety experience required; OSHA 500 preferred; First Aid/CPR required; experience with fall protection, scaffolding, steel erection, excavation; strong verbal and written communication.
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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.
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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.
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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.
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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.
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Assistant Complex Manager
Syracuse, New York, United States
$100k-$200k/yr HybridFull Time
10+ YOEBachelor's degree required; FINRA Series 7, 9, 10 (or 63/65) required; 10+ years in financial services; strong leadership, communication, and collaboration skills; experience leading a large complex; knowledge of advisor recruitment, practice management, and compensation models.