Wealth Management Specialist, Sr. jobs in New York

Anderson & Associates Wealth Management is looking for a fulltime Associate Wealth Management Advisor to join our team in Pittsford, NY.

Anderson & Associates Wealth Management- Northwestern Mutual is a boutique operation that services over 500 households and has over 170 million of AUM. We are looking to add a new member that holds our organization’s core values of integrity, family, education, and service to others.

The main responsibilities of this role are conducting meetings with clients and prospective clients; developing and implementing financial plans; prospecting and lead generation to increase our book of business; maintaining accurate and timely case notes; and fielding client inquiries via email and telephone.

Qualifications:

• Bachelor’s degree
• CLU®, ChFC®, and CFP® Certified Professional preferred
• Special considerations given to candidate with 401k training, design, or implementation experience
• Experience in customer service, preferably in the financial services and/or insurance industry
• NYS Health and life licensed or gain licensing within 6 months of employment
• FINRA Series 6 and 63 licensed or gain licensing within 6 months of employment, Series 7 preferred
• Excellent oral and written communication skills
• Familiarity with Microsoft applications and data entry
• Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to work both independently and on a team
• Ability to maintain confidentiality

Benefits:

• Long-term disability insurance
• Retirement plan with company match
• Health Insurance
• Paid time off and holidays
• Professional development assistance

Job Type: Full-time

Pay: $70,000.00 - $100,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Experience:

• Financial Services: 5 years (Required)

License/Certification:

• Life Insurance OR FINRA Investment Licensing (Required)

Work Location: In person