About this role
Financial Consultant at Community Financial System, Inc.. Location: Ithaca, New York, United States. Role: consulting clients, recommending products, conducting reviews Requirements: Bachelor's degree in Finance/Economics/Business required, FINRA Series licenses and insurance licenses required, Bachelors 2+ years experience in financial advising/wealth management, proficiency with financial planning software, CRM, and MS Office. Category: Finance and Accounting Seniority: Entry Level Tools: financial planning software, CRM, MS Office, Word, Excel, PowerPoint, digital advisory platforms, financial technology tools, internet applications Certifications: finra series 7, finra series 63, finra series 65, finra series 66, cfp, life accident and health insurance Commitment: Full Time Workplace: Onsite Languages: English