We are seeking a financial advisor to join our team. The ideal candidate has client facing experience and a genuine desire to help client families.
Our firm provides active investment management, comprehensive financial planning, tax planning, tax preparation, insurance services and estate planning for our clients. We are a fee based financial advisory firm serving clients throughout the Southern Tier, while also traveling to meet with a large portion of our clients that live outside of New York State. We are an independent registered investment advisor firm.

Desired Qualifications:

• Licenses and Registrations: FINRA Series 65 or 66
• Clean U-4 and Background
• Certified Financial Planner designation preferred (CFP)

Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Chartered Financial Consultant, Financial Services, Financial Professional, Financial Advisor, Insurance, Finance, Retirement Planning, Estate Planning, Asset Management, Wealth Management
Job Type: Full-time
Pay: $70,000.00 - $125,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Financial planning services
• Paid time off
• Professional development assistance
• Retirement plan

Application Question(s):

• Why are you applying for this role?

Education:

• Bachelor’s (Required)

Experience:

• Financial planning: 1 year (Required)

License/Certification:

• CFP (Preferred)

Location:

• Corning, NY 14830 (Preferred)

Ability to Commute:

• Corning, NY 14830 (Required)

Ability to Relocate:

• Corning, NY 14830: Relocate before starting work (Required)

Willingness to travel:

• 25% (Preferred)

Work Location: Hybrid remote in Corning, NY 1483

Please refer the Job description for details