Jobs · Finance · New York

FINANCIAL ADVISOR

The Carlisle Group (TCG) · Corning, NY · 1 mo ago
Finance$90k/yrFull-time

About the role

Are you highly motivated, looking for a change in industries, and ready to kickstart a rewarding career? Our client is looking for a professional with 5+ years of B2C or B2B sales experience with a demonstrated record of success in hitting and exceeding their goals. This position is located in Corning, NY. The firm is a Christian financial advisory firm, a Registered Investment Advisor founded in 1990, headquartered in Lancaster, PA with additional offices in FL (Fort Myers, Naples, Tampa) and NY (Binghamton and Corning). They oversee approximately $1.2B in assets under management and provide wealth management, insurance planning, retirement planning, estate planning, tax‑wise charitable giving, and family legacy services.

What Our Client Is Looking For

  • Driven & Adaptable: You possess an

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