Financial Advisor Jobs in Lima, NY (105)
Certified Diabetes Educator- Home Care
Rochester Regional Health
Rush, NY
PTO
Dental Insurance
$67.5k - $90k / year
Financial Planning Manager
ESL Investment Services
Rochester, New York
New
Vision Insurance
$108.7k - $153.5k / year
Chief Financial Officer (CFO) & Vice President (VP), Innovation and Organizational Effectiveness
Roberts Wesleyan College
Rochester, New York
$167k - $170k / year
Product Director, Direct to Consumer Workplace Solutions
Voya Financial
Rochester, New York
Part-Time
Eco-Friendly
Dental Insurance
Vision Insurance
Education
$127.2k - $178.3k / year
Technology Advisory Board Member (Course Credit Eligible / Community ServiceCredit Eligible / T[...]
Childhood Cancer Society
Geneseo, New York
Registered Client Service Associate - Rochester, NY
Raymond James Financial Services
Rochester, NY
$85k / year
‌
RESEARCH ASSISTANT
Manning & Napier Advisors
Fairport, NY
New
Hourly
401(k)
Dental Insurance
Vision Insurance
$24 - $27 / hour
‌
Block Advisors Receptionist
H&R Block
Penfield, NY
401(k)
‌
Private Client Financial Advisor
Citizens
Rochester, NY
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Senior Audit Accountant/Supervisor
Insero Advisors
Rochester, NY
New
Education
$68k - $90k / year
‌
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Rochester, NY
New
Diversity Leader
$69.6k - $105k / year
‌
Merrill Financial Solutions Advisor - Western NY
Bank of America
Pittsford, NY
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Lead Wealth Advisor
Modern Wealth Management
Rochester, NY
New
401(k)
Dental Insurance
‌
Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)
Deloitte
Rochester, NY
Diversity Leader
$85k - $169.7k / year
‌
Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)
Deloitte
Rochester, NY
Diversity Leader
$63.4k - $126.6k / year
‌
Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
Deloitte
Rochester, NY
Diversity Leader
$119.5k - $238.7k / year
‌
Wealth Management Specialist -NR
Bank of America
Pittsford, NY
Hourly
Diversity Leader
Eco-Friendly
$28.50 - $48.08 / hour
‌
Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)
Deloitte
Rochester, NY
Diversity Leader
$85k - $169.7k / year
‌
Tax Manager - Real Estate Tax (Central Region Office Locations)
Deloitte
Rochester, NY
Diversity Leader
$85k - $169.7k / year
‌
Tax Manager - Sustainability, Climate & Equity - Renewable Energy
Deloitte
Rochester, NY
Diversity Leader
$85k - $193.4k / year
‌
Personal Banker
Key Bank
Canandaigua, NY
New
Hourly
$20.19 - $30.77 / hour
‌
Tax Manager - Business Tax Services - Federal/Corporate Tax (Central Region Office Locations)
Deloitte
Rochester, NY
Diversity Leader
$85k - $169.7k / year
‌
Retirement Services District Manager
ADP
Rochester, NY
Dental Insurance
Vision Insurance
Education
$43.3k - $93.9k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Pittsford, NY
New
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Student Financial Aid Advisor
Rochester Institute of Technology
Henrietta, NY
New
Health Insurance
Dental Insurance
Vision Insurance
‌
Affluent Market Financial Advisor (draw salary plus commission)
M&T Bank
Victor, NY
New
‌
Personal Financial Counselor - National Guard, Rochester, NY
Magellan Health
Rochester, NY
New
$53.1k / year
‌
Investment Consultant - Rochester, NY
Fidelity Investments
Rochester, NY
New
Education
Parental Leave
$56k - $72k / year
‌
Staff Accountant (2025 start date - Auditing)
Insero & Co. CPAs
Rochester, NY
New
Education
$58.5k - $64k / year
‌
Financial Analyst
Melroc Group
Rochester, NY
New
PTO
Dental Insurance
Vision Insurance
‌
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly
‌
Financial Advisor
Harrison Gray Search and Consulting
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
‌
Experienced Financial Advisor
First American Asset Advisory
🌎 Remote
New
Remote
Education
Job Description
Working as a Financial Advisor in Lima, NY
There are 105 Financial Advisor opportunities available in Lima, NY all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Lima, NY
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