CR Fletcher

2010 Greater Syracuse Business of the Year
C.R. Fletcher Associates, Inc.
Certified NYS Women-Owned Business Enterprise (MWBE)

Associate Financial Advisor

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Excellent opportunity to join a premiere Wealth Management firm, with growth potential into a Financial Advisor role.

Responsibilities include:

·        Initiate and field calls from clients

·        Prepare and process all client transactions

·        Prepare and participate in client financial planning meetings

·        Assist with client onboarding and retention. 

·        Handle special projects


·        BS degree in business, accounting, finance or economics

·        Some experience in financial services industry

·         Excellent communication, organizational and presentation skills

·         Proficiency in Microsoft Office and CRM (Salesforce & Orion preferred)

Salary: DOE
Educational Requirements: Bachelor's degree
Additional Information:
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