Community Financial System, Inc. (Nottingham Investment Services division) is seeking a Financial Consultant to deliver personalized investment strategies and holistic financial solutions for individuals and businesses. The role emphasizes retirement planning, regulatory compliance, and proactive client engagement.
You will collaborate with internal partners to tailor comprehensive plans, maintain strong client relationships, and meet performance targets while adhering to industry regulations.
#J-18808-LjbffrWealth Advisor & Retirement Planner in town of ithaca at Unknown Company
This position is listed as full time and onsite.