CR Fletcher

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

Financial Advisor Trainee

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Apply using webmail: Gmail / AOL / Yahoo / Outlook

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: BS
Additional Information:
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