Securities and advisory services offered through Cadaret, Grant & Co., Inc., member FINRA/SIPCUnited Financial Services and Cadaret, Grant & Co., Inc. are separate entities. Representative registered to conduct securities business in CA, FL, MA, ME, MI, MO, NC, NJ, NY, NV, PA.

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We are excited to offer employment opportunities to experienced professionals in Central New York. We are looking for candidates with the following criteria:

  • A clean U-4 report

  • FINRA series 7

  • FINRA series 63

  • IAR requirements

  • CFP designation (or the ability to complete CFP pre-requisites and designation within 2½ years)

  • Bachelor's degree

  • Work experience of at least 2 years

Becoming a financial planner requires not only the ability to look out for the best interests of clients, but the ability to build relationships and trust with clients through treating them as if they were family. We are looking for professionals who understand that our clients are our top priority, and recognize that a CFP®  professional's success depends on always giving clients the best possible experience. For employment opportunities, please give us a call at (315) 451-5885 or fill out our contact form on the home page.