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Financial planner Jobs in Rochester, NY

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Financial planner • rochester ny

Last updated: 6 hours ago

Financial Planner Career Changer Opportunity

Northwestern Mutual of RochesterRochester, NY, US
$60,000.00 yearly
Full-time

Ready to turn your experience into something more meaningful?.Northwestern Mutual of Rochester fosters an inclusive environment where diverse perspectives drive creativity and collaboration.The tea... Show more

ERP Financial Consultant

ComTec SolutionsRochester, New York, United States, 14624
Full-time
Quick Apply

Department: Enterprise Systems Group.Billable Hours Goal: 80% of worked hours.Travel Required: Yes as needed.As a member of the Enterprise Systems Group, you will deliver multiple software upgrade ... Show more

Chief Financial Officer

Insero Talent SolutionsRochester, NY, United States
Full-time

Insero Talent Solutions is honored to have been retained to conduct the executive search for the next Chief Financial Officer for Allendale Columbia School.Allendale Columbia (AC) is a thriving, di... Show more

 • New!

Financial and Actuarial Analyst

GallagherRochester, New York
Full-time

Primary focus of role Is to provide guidance and assistance to account teams and clients, by using financial decisional making tools, and to speak effectively on behalf of the Financial Benefits Co... Show more

 • New!

Financial Advisor

Northwestern MutualPittsford, NY, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Rochester, New York, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Planner

Cooper Cos.West Henrietta, NY, United States
$58,260.00–$85,680.00 yearly
Full-time

At CooperVision, we're driven by a unifying purpose to help people to experience life's beautiful moments.We are connected through our shared values - dedicated, innovative, friendly, partners, and... Show more

Financial Analyst I

ConServeFairport, NY, United States
Permanent

The Financial Analyst I supports the Financial Planning & Analysis (FP&A) function through financial modeling, reporting, and analysis that drives business decision-making.This role plays a key par... Show more

 • New!

Event Planner

TradeJobsWorkforce14603 Rochester, NY, US
Full-time

The ideal candidate is an energetic, forward-thinking and creative individual with high ethical standards and an appropriate professional image.The ideal candidate will work quickly and efficiently... Show more

 • Promoted

Lead Buyer/Planner

QuidelOrthoRochester, NY, United States
Full-time

QuidelOrtho unites the strengths of Quidel Corporation and Ortho Clinical Diagnostics, creating a world-leading in vitro diagnostics company with award-winning expertise in immunoassay and molecula... Show more

Senior Financial Reporting Analyst

ESL All CompaniesRochester, NY, United States
$102,000.00 yearly
Full-time

Senior Financial Reporting Analyst.This position is not eligible for employer visa sponsorship.Schedule: This position is remote eligible for up to 40% of the time with manager approval once traini... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Rochester, New York, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted

Material Planner Specialist

CACI InternationalRochester, NY, United States
$51,800.00 yearly
Full-time

CACI is seeking a talented Material Planner Specialist to join our manufacturing facility in Rochester, New York.The ideal candidate has a solid understanding of the production environment and MRP ... Show more

Financial Analyst

Rochester Regional HealthRochester, NY, United States
Full-time

Extrapolates data from multiple sources, organizes, analyzes, and presents to requestors based on the business need identified.Collects and studies data to determine costs of business activities.An... Show more

Financial Wellbeing Specialist

PaychexRochester, NY, United States
$21.10 hourly
Full-time +1

Paychex Financial Well-Being Program Support.Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected H... Show more

Remote Financial Advisor (CFA or CFP)

Micro1North Gates, New York, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted

Mid/Senior-level Transportation Planner / Engineer

Barton & LoguidiceRochester, US
Full-time

For more than 60 years, Barton & Loguidice, D.Northeast and Mid-Atlantic regions.We are a growing multi-disciplined firm of professional engineers, architects, environmental scientists, geologists,... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1North Gates, New York, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Production Planner I

GleasonRochester, NY, United States
Full-time

With more than 2,200 employees and 13 manufacturing facilities worldwide, Gleason Corporation is a leader in gear technology.Gleason's product and service offerings include gear and transmission de... Show more

People also ask
Financial Planner Career Changer Opportunity

Financial Planner Career Changer Opportunity

Northwestern Mutual of RochesterRochester, NY, US
30+ days ago
Salary
$60,000.00 yearly
Job type
  • Full-time
Job description
Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Ready to turn your experience into something more meaningful? Northwestern Mutual of Rochester fosters an inclusive environment where diverse perspectives drive creativity and collaboration. The team is guided by a clear mission to empower people to reach their full potential, creating a culture that is supportive, growth-oriented, and deeply connected to the community. This commitment extends beyond the office through involvement with local organizations such as Special Olympics of Western NY, Mercy Flight Central NY, Camp Good Days, the Pirate Toy Fund, the Polar Plunge in Canandaigua, and Alex’s Lemonade Stand. Their social platforms further showcase the energy, collaboration, and purpose behind their work, providing a strong foundation for anyone entering a financial representative role.


Why Career Changers Could Thrive Here:
  • You already have what it takes, people skills, perseverance, and a desire to make a difference.
  • We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
  • You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
Our thriving office is located at: Suite 200, 1162 Pittsford Victor Road, Pittsford, NY 14534

A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Team:

Mike D’Archangelo, Director of Selection:
  • Time with NM: 5.5 years
  • Prior to NM: Athletic Director, Coach, Teacher, and Mentor at a college
  • Passionate About: Golfing, boating, dogs, family, lake life, and good food
Greg Constantino, Managing Director:
  • Time with NM: 25 years
  • Prior to NM: Professional baseball
  • Passionate About: Family, faith, fitness, fun, Canandaigua Lake, sports, concerts, and coaching
Alex Spoto, College Unit Director:
  • Time with NM: 4.5 years
  • Prior to NM: Intern at the University of Dayton
  • Passionate About: Hockey, softball, family, the Bills, fun, friends, and hunting
Charlie Diehl, Growth and Development Director:
  • Time with NM: 6 years
  • Prior to NM: Intern at SUNY Brockport
  • Passionate About: My son and husband, my family, my horses, farm life, and traveling with friends
About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: A bachelor's degree in finance, business, or a related field is preferred.
  • Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries and affiliates in Milwaukee, WI. Mike D’Archangelo is not a licensed insurance agent, registered representative of a broker-dealer or representative of a federal savings bank.

Flexible work from home options available.