Full-Time · $50,000–$60,000 · North Syracuse, NY (On-Site)

Custom Wealth Management is seeking a highly organized and adaptable Executive Assistant to support the lead Financial Advisor and broader advisory team. This role combines administrative precision with operational support and requires excellent communication, multitasking, and discretion in a fast-paced, client-focused environment.

Primary Responsibilities:

• Serve as a point of contact for the lead advisor, managing communications, schedules, and travel

• Maintain and update sensitive client information and CRM data

• Coordinate client meetings, team events, and logistics

• Greet clients and visitors professionally; manage phone and email communication

• Track and manage office supplies, marketing materials, and inventory

• Submit client-related forms and assist in planning processes

• Ensure a clean, welcoming, and efficient office environment

• Support process optimization, task tracking, and documentation

• Occasionally coordinate travel (flights, hotels, itineraries)

• Assist in managing high-profile relationships and business correspondence

Preferred Qualifications:

• 2+ years of experience in financial services or a professional office setting (preferred)

• Strong verbal and written communication skills

• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)

• High attention to detail with strong time management and multitasking skills

• Tech-savvy, adaptable, and eager to learn and cross-train

Full-Time · $60,000–$120,000 · North Syracuse, NY (On-Site)

Custom Wealth Management is seeking a detail-driven and analytical Research Assistant to support the Chief Investment Officer in delivering high-level investment strategies. This role includes conducting financial research, updating client investment data, executing trades (post-licensing), and supporting portfolio modeling to help clients achieve their investment goals.

Primary Responsibilities:

• Conduct research on mutual funds, ETFs, and individual securities

• Assist with asset allocation models, performance reporting, and client-specific investment analysis

• Support client money movements and trading after completing required licensing

• Prepare Mutual Fund Analysis and other investment-related reports

• Stay current on financial markets, regulatory changes, and product developments

• Maintain accurate client data and documentation in internal systems

• Collaborate on firm-wide process improvements and cross-functional learning

• Prioritize and track tasks to ensure timely execution

Preferred Qualifications:

• Bachelor’s degree (preferred)

• 1+ year of experience with financial concepts or investment research

• Proficiency in Microsoft Office (Excel, Outlook, Word, PowerPoint)

• Strong research, analytical, and problem-solving skills

• Ability to communicate effectively with internal teams and external clients

• Must be highly organized, tech-savvy, and eager to learn

Full-Time · $60,000–$120,000 · North Syracuse, NY

Custom Wealth Management is seeking a highly analytical and detail-driven Paraplanner to support our advisors in building and maintaining personalized financial plans. This role is critical in delivering back-office precision, preparing financial analyses, and maintaining client data—allowing advisors to focus on strategic guidance and client relationships.

Primary Responsibilities:

• Maintain and update confidential client records and financial data

• Prepare meeting materials, take detailed notes, and track action items

• Create cash flow models, financial reports, and planning documentation

• Review client financial documents to identify planning opportunities

• Maintain and audit financial planning software; explore new tech solutions

• Support continuous improvement, cross-training, and workflow innovation

• Conduct research on financial products, strategies, and market updates

• Ensure presentation consistency across team outputs

Preferred Qualifications:

• Bachelor’s degree (preferred)

• 1+ year of experience with financial planning concepts (required)

• Proficiency in Microsoft Office Suite

• Strong written and verbal communication skills

• Passion for analysis, technology, and process improvement

• Highly organized, adaptable, and able to multitask in a fast-paced environment

Full-Time · $50,000–$70,000 + Incentives · North Syracuse, NY

Custom Wealth Management is seeking a detail-oriented 401(k) Specialist to support our financial planning team. This role is responsible for managing retirement plan operations, delivering participant education, and providing high-level client service in a fast-paced, collaborative environment.

Primary Responsibilities:

• Coordinate and deliver participant education sessions (in person and via Zoom)

• Conduct plan reviews and oversee plan bidding processes

• Respond to retirement plan and account-related service requests

• Utilize Microsoft Office and multimedia tools to support communication and reporting

Preferred Qualifications:

• Bachelor’s degree and 2+ years in a financial or insurance environment

• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)

• Strong presentation, communication, and organizational skills

• Experience with video conferencing and basic video editing tools

• Ability to work independently, manage time effectively, and prioritize tasks