Wealth Management Specialist jobs in Syracuse, NY

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Financial Administrator
  • Upskill Wealth Management
  • Cortland, NY FULL_TIME
  • Job Overview:
    We are seeking a skilled and detail-oriented Financial Administrator to join our team. As a Financial Administrator, you will be responsible for managing financial transactions, maintaining accurate records, and providing support to the finance department. The ideal candidate will have strong analytical skills, excellent attention to detail, and the ability to work independently.

    Duties:
    - Process financial transactions, including accounts payable and accounts receivable
    - Prepare and reconcile bank statements
    - Maintain accurate financial records and documentation
    - Assist with budgeting and forecasting activities
    - Conduct financial analysis and reporting
    - Assist with payroll processing
    - Ensure compliance with financial regulations and policies
    - Provide support to the finance department as needed

    Experience:
    - Bachelor's degree in finance, accounting, or a related field
    - Proven experience in financial administration or a similar role
    - Strong knowledge of financial principles and practices
    - Proficiency in accounting software and MS Office Suite
    - Excellent attention to detail and accuracy
    - Strong analytical and problem-solving skills
    - Ability to work independently and meet deadlines

    If you are a dedicated professional with a passion for finance and a desire to contribute to the success of our organization, we encourage you to apply for the position of Financial Administrator. We offer competitive compensation, opportunities for professional development, and a supportive work environment. Apply today!

    Job Type: Full-time

    Pay: Up to $40,000.00 per year

    Work setting:

    • Hybrid work

    Work Location: Hybrid remote in Cortland, NY 13045

  • 1 Month Ago

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Wealth Management Client Associate
  • Bank of America
  • Syracuse, NY PART_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 7 Days Ago

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Wealth Management Advisor
  • Equitable Advisors
  • Syracuse, NY OTHER,FULL_TIME
  • We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides a...
  • 10 Days Ago

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Equity Trader / Specialist
  • Atria Wealth Solutions
  • Syracuse, NY FULL_TIME
  • Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institu...
  • 1 Month Ago

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Operations Support Specialist / Financial Services
  • Atria Wealth Solutions
  • Syracuse, NY FULL_TIME
  • Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institu...
  • 1 Month Ago

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J.P. Morgan Wealth Management - Private Client Advisor - Syracuse, NY
  • JPMC Candidate Experience page
  • Syracuse, NY FULL_TIME
  • At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
  • 26 Days Ago

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0 Wealth Management Specialist jobs found in Syracuse, NY area

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Senior Sales Associate/Pawn Broker
  • Pawn Pro
  • Syracuse, NY
  • Job Description Job Description About Us: Pawn Pro is a locally owned and operated pawn shop with a strong commitment to...
  • 4/24/2024 12:00:00 AM

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Compliance and Audit Specialist
  • Cooperative Federal
  • Syracuse, NY
  • Job Description Job Description Job description Cooperative Federal is a credit union dedicated to community development...
  • 4/23/2024 12:00:00 AM

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Wealth Management Advisor
  • Equitable
  • Syracuse, NY
  • We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The...
  • 4/22/2024 12:00:00 AM

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Wealth Management Advisor
  • Equitable Advisors
  • Syracuse, NY
  • We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The...
  • 4/22/2024 12:00:00 AM

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Citizens Teller
  • Citizens
  • Liverpool, NY
  • Description Starting Salary: $17 / hour and up As a Citizens Teller - YOU make a real difference for our customers and t...
  • 4/22/2024 12:00:00 AM

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Senior Wealth Advisor, Sherrill, NY
  • Savvy Wealth
  • Sherrill, NY
  • Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth man...
  • 4/22/2024 12:00:00 AM

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Investment Associate
  • S.E.E.D. Planning Group, LLC
  • Syracuse, NY
  • Job Description Job Description S.E.E.D.'s Investment Division is responsible for managing individual and institutional ...
  • 4/20/2024 12:00:00 AM

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General Dentist - Syracuse NY
  • Berry Good Dental Care
  • Syracuse, NY
  • General Dentist Berry Good Dental Care is looking for a General Dentist to join our team. Why Heartland Dental? As the l...
  • 4/10/2024 12:00:00 AM

Syracuse is located at 43°2′49″N 76°8′40″W / 43.04694°N 76.14444°W / 43.04694; -76.14444 (43.046899, -76.144423). It is located about 87 miles (140 km) east of Rochester, 131 miles (210 km) east of Buffalo,and 150 miles (240 km) west of the state capital Albany. It is also the halfway point between New York City and Toronto, about 245 miles (390 km) from each, Toronto to the northwest and NYC to the southeast. According to the United States Census Bureau, the city has a total area of 25.6 square miles (66 square kilometres), of which 25.1 square miles (65 square kilometres) is land and 0.6...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$74,101 to $118,359
Syracuse, New York area prices
were up 1.5% from a year ago

Wealth Management Specialist in Little Rock, AR
· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
February 09, 2020
Wealth Management Specialist in Huntington, WV
So, always ask about the services a wealth management firm offer.
January 28, 2020
Wealth Management Specialist in Davenport, IA
Accumulating wealth, says Elias, isn’t as far out of the reach of the average person as most of us think and it probably doesn’t involve luxury yachts and Picassos.
January 07, 2020