<p>Nick Corieri with Robert Half is looking for an experienced Financial Advisor to join a client-focused financial services firm in Utica, New York. This opportunity is ideal for someone who enjoys building lasting relationships, delivering individualized guidance, and helping clients make confident financial decisions. The role offers the chance to work in a collaborative, growth-oriented environment with access to strong operational support and valuable resources.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain trusted relationships with clients by providing individualized financial guidance aligned with their long-term objectives.</p><p>• Create customized financial plans and investment recommendations based on each client's goals, time horizon, and comfort with risk.</p><p>• Review portfolios and client strategies on an ongoing basis, adjusting recommendations as market conditions and personal circumstances change.</p><p>• Identify opportunities to deepen client engagement and expand the advisory relationship through thoughtful, needs-based service.</p><p>• Stay informed on market activity, investment products, and economic developments in order to deliver timely and relevant advice.</p><p>• Uphold regulatory standards and firm policies while maintaining accurate documentation and a high standard of ethical conduct.</p><p><br></p><p>For immediate consideration, apply to this job posting today and contact Nick Corieri from the Syracuse branch of Robert Half.</p>
<p>Nick Corieri from Robert Half is looking for an experienced finance leader to guide financial planning, performance management, and long-term strategy for a local multi-location banking organization near Syracuse, NY. This position partners closely with executive leadership to strengthen profitability, support sound decision-making, and maintain a disciplined approach to regulatory and financial oversight. The ideal candidate brings deep experience in financial institutions, strong command of reporting and forecasting, and the leadership ability to drive results across core finance functions.</p><p><br></p><p>Responsibilities:</p><p>• Lead enterprise financial planning activities, including annual budgeting, rolling forecasts, and multi-year outlook development.</p><p>• Oversee the monthly and year-end close process to ensure timely, accurate financial results and management reporting.</p><p>• Direct preparation of financial statements, board-level analysis, and regulatory reporting in accordance with banking requirements.</p><p>• Manage asset and liability planning to support balance sheet performance, liquidity oversight, and interest rate risk awareness.</p><p>• Develop strategies that improve revenue performance, strengthen margins, and support sustainable financial growth.</p><p>• Monitor cash flow trends, credit exposures, and loss patterns to provide actionable insights for executive decision-making.</p><p>• Partner with senior leadership to evaluate business performance, identify risks, and recommend financially sound operating strategies.</p><p>• Establish and maintain strong internal controls, finance policies, and compliance practices across the organization.</p><p><br></p><p>For immediate consideration, apply to this job posting today and contact Nick Corieri from the Syracuse branch of Robert Half for the full details of the position. </p>