Hiring: Financial Consultant Company: Community Financial System, Inc. Location: Syracuse, NY Job Posted Time: 2026-09-16 11:42:02 Target Skills & Keywords : CFA, CFP, Financial Planning, Risk Management, Series 7, Wealth Management About the job Experience: •18 years of age or older Required Skills: •Consult with clients to assess their financial situations and develop customized financial plans •Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance •Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes •Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice •Cultivate long-term client relationships based on trust, transparency, and results •Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance •Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards •Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets Qualifications: •Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus) •Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance •Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products •Exceptional communication and interpersonal skills •Demonstrated success in building and managing client relationships •Team player with the ability to collaborate with others •Proficient in financial planning software and CRM systems •All applicants must be 18 years of age or older Compensation: •Competitive benefits and rewards package •FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!