NewERP Financial Consultant ComTec SolutionsERP Financial ConsultantRochester, NY$95,000–$130,000 / yearAs a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support. · Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner.
NewFinancial Advisor Northwestern MutualFinancial AdvisorPittsford, New York$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorRochester, NY$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Financial Advisor In Training Robert W. Baird & Co. IncorporatedFinancial Advisor In TrainingRochester, NY$60,000–$100,000 / yearTo earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA).
Financial Advisor L2 SimcoHRFinancial Advisor L2Canandaigua, NYFull timeThe ideal candidate will assess clients' financial situations, recommend appropriate financial products and strategies, and build long-term relationships based on trust and exceptional service. We are seeking a knowledgeable and client-focused Financial Advisor to provide personalized financial planning and investment advice.
Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors Tompkins Financial CorpDirector of Wealth Management Talent Acquisition & Development - Tompkins Financial AdvisorsPittsford, NY$130,000–$150,000 / yearWorking closely with executive leadership and cross-functional partners, the Director develops scalable talent strategies that enhance advisor performance, strengthen organizational capability, and support TFA's long-term growth objectives. Organizational Alignment and Scalability - Establish consistent talent processes, partnerships, and frameworks that support operational efficiency, organizational culture, and sustainable growth across the TFA footprint.
Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors Tompkins Financial AdvisorsDirector of Wealth Management Talent Acquisition & Development - Tompkins Financial AdvisorsPittsford, New York$130,000–$150,000 / yearFull timeWorking closely with executive leadership and cross-functional partners, the Director develops scalable talent strategies that enhance advisor performance, strengthen organizational capability, and support TFA’s long-term growth objectives. Organizational Alignment and Scalability - Establish consistent talent processes, partnerships, and frameworks that support operational efficiency, organizational culture, and sustainable growth across the TFA footprint.
Financial Aid Advisor Bryant & Stratton CollegeFinancial Aid AdvisorRochester, NY$22.11–$23.07 / hourFounded in 1854, Bryant & Stratton College offers real-world education leading to bachelors, associates, and professional certificates after completion in the fields of healthcare, technology, legal, business, graphic design, and more. Counsel and advise current students on their financial aid package and assist in directing students to appropriate departments concerning any areas the student needs assistance with.
Student Financial Aid Advisor Rochester Institute of TechnologyStudent Financial Aid AdvisorRochester, New YorkKey responsibilities include: Under the direction of the Senior Assistant Director, the Student Financial Aid Advisor serves as the primary point of contact for prospective and current students, families, alumni, faculty, staff, and external agencies regarding all aspects of federal, state, institutional, and private financial aid programs. Rochester Institute of Technology considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer.
Financial Aid Advisor - Senior Rochester Regional HealthFinancial Aid Advisor - SeniorRochester, New YorkFor disease specific care programs refer to the program specific requirements of the department for further specifications on experience and educational expectations, including continuing education requirements. The role works both independently and collaboratively to support the financial aspects of delivering a college-level education to a culturally and socioeconomically diverse student population.
Wealth Advisor III Tompkins Financial AdvisorsWealth Advisor IIIPittsford, New York$100,000–$135,000 / yearFull timeOverview: Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891. Working alongside a dedicated team — a financial planner, trust officer, and portfolio manager — you will provide the strategic guidance and personal attention that distinguishes a Tompkins relationship from a transactional one.
Wealth Advisor III Tompkins Financial CorpWealth Advisor IIIPittsford, NY$100,000–$135,000 / yearWorking alongside a dedicated team - a financial planner, trust officer, and portfolio manager - you will provide the strategic guidance and personal attention that distinguishes a Tompkins relationship from a transactional one. Position Summary: The Wealth Advisor III is our most senior client-facing position, serving as the primary advisor for clients whose financial lives span multiple generations, business interests, and planning disciplines.
NewBlock Advisors Tax Advisor H&R BlockBlock Advisors Tax AdvisorROCHESTER, New YorkFull timeYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
J.P. Morgan Wealth Management - Private Client Advisor - Canandaigua, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Canandaigua, NYCanandaigua, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Advisor II Canandaigua National CorporationWealth Advisor IIPittsford, NY$110,000–$135,000 / yearProvides investment management and financial services to customers of the Bank as follows: Nurtures and maintains client relationships, providing proper financial planning and investment solutions to ensure the client's financial needs are being met. Prepares and maintains documentation, status records and reports on investment and accounts and financial planning activities; prepares various reports, statements, and forms including tax, regulatory, and other governmental forms as required.
Wealth Advisor (Upstate New York) Mercer AdvisorsWealth Advisor (Upstate New York)Rochester, New York$85,000–$145,000 / yearAdvanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
UHNW & Institutional Investment Advisor Focus Financial PartnersUHNW & Institutional Investment AdvisorRochester, New York$150,000–$180,000 / yearThe successful candidate will build trusted relationships with sophisticated clients, deepen existing partnerships, cultivate new opportunities, and help translate LVW's investment expertise into meaningful client outcomes. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Financial Consultant II - Auburn Branch ESL Federal Credit UnionFinancial Consultant II - Auburn BranchRochester, NY$38.68–$48.76 / hourSuccessfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience. Deliver comprehensive value proposition- Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals.
Quality Advisor Balfour Beatty PlcQuality AdvisorRochester, NYBalfour Beatty's Power Transmission & Distribution teams work with regional, national and international electricity network owners and operators to provide technical engineering solutions across the full spectrum of the electricity grid, including overhead lines, cabling, substations and distribution networks. AGM Share Dealing Services Shareholders' Enquiries Unsolicited Telephone Calls Identity Theft Preference Shareholders American Depositary Receipts Analysts Company Advisers FAQs Share Purchase Transactions Major Shareholders.
Workday Financials Manager DeloitteWorkday Financials ManagerRochester, NY$144,600–$265,100 / yearMay have oversight of multiple workstreams within a project, which includes providing guidance to individual workstreams to help with their overall progress, escalation of risks and issues as needed, ensuring cross-functional activities are coordinated and occurring as needed, assisting with project management activities (or serving as project manager), ensuring deliverables are being developed and will be ready according to plan. Demonstrated experience leading the definition of systems strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to- be business process designs, conference room pilots (CRPs) functional configuration, testing, client user training within large enterprise environments.