ZipRecruiter

Log In

1

Financial Jobs in Fulton, NY (NOW HIRING)

Liberty Resources

Financial Analyst

Syracuse, NY · On-site

$70K - $80K/yr

We're currently seeking a Financial Analyst to join our Liberty Resources team! Our employees have passion around the services they provide and our corporate values of excellence and staff support.

lri

Financial Analyst

Syracuse, NY · On-site +1

$70K - $80K/yr

We're currently seeking a Financial Analyst to join our Liberty Resources team! Our employees have passion around the services they provide and our corporate values of excellence and staff support.

TIAA

Financial Consultant

Syracuse, NY · On-site

$72K - $95K/yr

The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum ...

TIAA

Financial Consultant

Syracuse, NY · On-site

$72K - $95K/yr

The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum ...

Bankers Life

Financial Representative

Syracuse, NY

$40K - $62K/yr

Become a Financial Services Professional Salary $40000 - $62000 Plus Full Bankers Life offers financial services professional careers that are out of the ordinary. Whether entry level or mid-career ...

Bankers Life

Financial Representative

Syracuse, NY · On-site

$40K - $62K/yr

Become a Financial Services Professional Salary $40000 - $62000 Plus Full Bankers Life offers financial services professional careers that are out of the ordinary. Whether entry level or mid-career ...

next page

Showing results 1-20

All JobsFinancial JobsFinancial Jobs in Fulton, NY

Financial information

See Fulton, NY salary details

$27.7K

$63K

$101.1K

How much do financial jobs pay per year?

As of Jul 14, 2026, the average yearly pay for financial in Fulton, NY is $62,978.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $80,900.00 per year, depending on experience, location, and employer.

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall to medium businesses, accounting services

Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.

What are financial professionals?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.
What are popular job titles related to Financial jobs in Fulton, NY? For Financial jobs in Fulton, NY, the most frequently searched job titles are:
What cities near Fulton, NY are hiring for Financial jobs? Cities near Fulton, NY with the most Financial job openings:
Financial jobs near you
Financial Consultant

Financial Consultant

Community Financial System, Inc.

Syracuse, NY • On-site

$66K - $108K/yr

Full-time

Re-posted 13 days ago

Job description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance.

Key Responsibilities:

  • 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
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Qualifications

Education, Training and Requirements:

  • 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
  • Proven track record of 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

Preferred Skills:

  • Experience with mass affluent, high-net-worth and commercial clients
  • Strong analytical thinking and decision-making skills
  • Bilingual or multilingual proficiency is a plus
  • Familiarity with digital advisory platforms and financial technology tools
  • High level of emotional intelligence, empathy, and professionalism
  • Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications
  • Comfortable working in a fast-paced, technology-driven environment
  • Detail oriented with superior organizational skills and ability to prioritize

Experience:

  • 2–5 years of experience in financial advising, wealth management, or investment consulting