ComTec SolutionsNewERP Financial Consultant ComTec SolutionsERP Financial ConsultantRochester, NY$85,000–$115,000 / 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.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorPittsford, New York$61,000–$250,000 / yearNorthwestern 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.
Edward D Jones & Co LPFinancial Advisor Edward D Jones & Co LPFinancial AdvisorPenfield, 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.
Thrivent Financial for LutheransFinancial Advisor - Southern MN Thrivent Financial for LutheransFinancial Advisor - Southern MNrochester, NYThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Thrivent Financial for LutheransFinancial Advisor - Rochester MN Thrivent Financial for LutheransFinancial Advisor - Rochester MNrochester, NYThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Tompkins Financial AdvisorsWealth Advisor III Tompkins Financial AdvisorsWealth Advisor IIIPittsford, New York$100,000–$135,000 / yearOverview: 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NYRochester, NYFull timeUsing 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.
Teachers Insurance and Annuity Association of America (TIAA)NewWealth Management Advisor (Rochester, NY) Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor (Rochester, NY)Rochester, NY$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Manning & Napier, Inc.NewVICE PRESIDENT, ADVISOR CONSULTANT Manning & Napier, Inc.VICE PRESIDENT, ADVISOR CONSULTANTFairport, NY$100,000–$150,000 / yearAs the Vice President, Advisor Consultant, you will represent Manning & Napier and Callodine Group of Company's investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory. Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Select Growth Advisor - Rochester, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Select Growth Advisor - Rochester, NYRochester, NYFull timeDeliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software. 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.
Citizens Financial Group IncWealth Advisor- Rochester, NY Citizens Financial Group IncWealth Advisor- Rochester, NYRochester, NY$105,000–$250,000 / yearOur Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members.
Insero Talent SolutionsRetirement Plan Advisor Insero Talent SolutionsRetirement Plan AdvisorRochester, NYThe Retirement Plan Advisor will play a highly visible role supporting clients through all phases of retirement plan management, including fiduciary guidance, plan design consulting, investment oversight, participant education, and ongoing relationship management. The organization offers a collaborative, client-focused environment with strong long-term growth potential and the opportunity to work alongside experienced professionals within a well-established and expanding national platform.
CADimensions, Inc.NewTechnical Solutions Advisor, Cloud & IT Solutions CADimensions, Inc.Technical Solutions Advisor, Cloud & IT SolutionsRochester, NYAs a Technical Solutions Advisor focused on Cloud & IT Solutions, you will help customers modernize infrastructure, improve security, enable collaboration, and support growth through technology solutions delivered through our partner, Advance2000. This role is focused exclusively on Cloud & IT Solutions and is ideal for someone who enjoys consultative selling, building relationships, uncovering customer challenges, and translating technical solutions into business value.
ComTec Solutions LtdCopy of ERP Financial Consultant ComTec Solutions LtdCopy of ERP Financial Consultantgates, NYJOB SUMMARY: As 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. ESSENTIAL FUNCTIONS: Be the trusted advisor to clients on system configuration and implementation, using Epicor's signature methodology for problem identification, implementation, documentation, testing and training.
Petco Animal Supplies, Inc.Vetco Clinic Advisor Driver Petco Animal Supplies, Inc.Vetco Clinic Advisor DriverHenrietta, NY$15–$18 / hourWe are 29,000 strong and operate 1,500+ pet care centers in the U.S., Mexico and Puerto Rico, including 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. The journey starts with knowledgeable, passionately engaged associates who are proud to recommend Petco as a place to work, who believe in our Vision and who are committed to delivering a superior customer experience.
ESL Federal Credit UnionLicensed Financial Services Representative - Canandaigua Branch ESL Federal Credit UnionLicensed Financial Services Representative - Canandaigua BranchCanandaigua, NYSkills and Qualities: • High proficiency in building customer and peer relationships • Strong analytical, critical thinking, problem solving and decision making abilities • Excellent written and verbal communication skills • Effective time management skills • Proficient in the use of Microsoft Office applications • Demonstrates a high degree of flexibility in support of customer needs • Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients • Ability to build rapport with diverse member base within the community • Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community.
The York Water CoDirector of Financial Planning and Analysis The York Water CoDirector of Financial Planning and Analysisyork, NYCommunication Skills: Excellent verbal and written communication skills to effectively interact with stakeholders, including executive leadership, department leaders, employees, external auditors, and The York Water Company Board of Directors. The Director of Finance and Financial Planning plays a key leadership role in managing the company's financial operations, financial planning functions, and ensuring the integrity of our financial reporting.
KeyCorpNewFinancial Wellness Associate KeyCorpFinancial Wellness AssociateRochester, NY$19.23–$28.37 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
Northwestern MutualCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramPittsford, New York$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Manning & Napier, Inc.INTERNAL REGIONAL CONSULTANT Manning & Napier, Inc.INTERNAL REGIONAL CONSULTANTFairport, NY$50,000–$60,000 / yearAchieve high levels of substantive client interaction via phone, email, screen sharing and, at times, in-person meetings highlighting Manning & Napier's products and value proposition. Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring.
Human Interest IncPartner Account Manager - Buffalo/Rochester NY Human Interest IncPartner Account Manager - Buffalo/Rochester NYRochester, NY$60,000–$70,000 / yearCompensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $130,000 - $140,000 which includes a base salary of $60,000 - $70,000, and a variable target compensation of $70,000. 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA''s and financial advisors in the SMB space (including territory sales and business development).
Heartland TeamPayroll/HCM Outside Sales Rep Heartland TeamPayroll/HCM Outside Sales RepRochester, NY$70,000–$90,000 / yearForge robust partnerships with key external influencers, such as CPAs, Insurance Brokers, and Certified Financial Planners, leveraging a powerful referral network - including internal referral partnerships, with the opportunity to cross-sell into multiple internal channels, which we refer to as “Stronger Together”. With Heartland, you'll experience the thrill of a fast-paced, performance-driven sales environment, complete with the advantage of quick payouts, aggressive weekly commissions, lifetime residuals, and the opportunity for portfolio ownership.
JPMorgan Chase & CoWealth Management Solutions, Trust & Estates, Trust Administrator - Associate JPMorgan Chase & CoWealth Management Solutions, Trust & Estates, Trust Administrator - AssociateRochester, NYMorgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
Equitable Financial Life Insurance CompanyProducer Assistant Equitable Financial Life Insurance CompanyProducer AssistantRochester, NY$40,000–$50,000 / yearManaging Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. ''418320'',''true'',''418320'',''false'',''Submission for the position: Producer Assistant - (Job Number: 260000AZ)'',''false'',''418320'',''false'',''true'',''Producer Assistant '',''260000AZ'',''UNITED STATES-NY-Rochester'',''UNITED STATES-NY-Rochester'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*!
KeyCorpVice President, Portfolio Management (Commercial and Industrial Upper Middle Market) KeyCorpVice President, Portfolio Management (Commercial and Industrial Upper Middle Market)Rochester, NY$96,000–$181,000 / yearAdditionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.
Community Bank, N.A.Private Client Practice Leader Community Bank, N.A.Private Client Practice LeaderRochester, NYExperience/Skills:5+ years of experience managing high net worth personal lines clientsProven success in building a book of business and managing COI networksStrong technical knowledge of insurance coverages and high net worth carriersExcellent interpersonal, consultative selling, and communication skillsProperty & Casualty license required; CIC or CPRIA preferredFamiliarity with OneGroup systems, workflows, and client management tools is a plusAll applicants must be 18 years of age or older Other Job InformationCompensation: Commensurate with experience plus potential for annual merit increase. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely mannerKey Performance Indicators (KPIs)Total Book Growth New Business Premium GrowthCOI Growth & ManagementClient RetentionCross-Sell & Account Rounding QualificationsEducation:High School Diploma or Equivalent, College Education preferredProfessional Certifications/Licenses:NYS Property / Casualty Agents/Brokers license required.
Insero Talent SolutionsSenior Employee Benefits Consultant Insero Talent SolutionsSenior Employee Benefits ConsultantRochester, NYThis individual will work alongside an experienced team of consultants, service professionals, and industry specialists while serving as a trusted advisor to business owners, executive leadership teams, and human resources professionals. The firm delivers strategic employee benefits, compliance, human resources, and retirement consulting solutions to a diverse client base ranging from growing businesses to large and complex organizations.
State FarmSales Leader- Western Upstate New York State FarmSales Leader- Western Upstate New YorkRochester, NYRemote$200,000–$402,500 / yearThis position requires you to obtain/maintain all applicable FINRA licensing exams (Securities Industry Essentials, Series 6, Series 63, and Series 65 or equivalent), sponsorship from State Farm VP Management Corp (SFVPMC) and State Farm Investment Management Corp. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!
Thorley Wealth Management IncClient Service Associate Thorley Wealth Management IncClient Service AssociateRochester, NY$55,000–$75,000 / yearHelp advisor prepare for client meetings; process new business, completing all forms correctly and submit them for processing within one business day; track all pending business paperwork; follow up on outstanding items; maintain pending business summary and update advisor weekly; file client statements, correspondence, and agreements completely within five business days. This integral position will provide exceptional customer service to clients, work directly with, and support the administrative needs of our financial advisors and assist with the workflow needs of the office.
Caring TransitionsNewSenior Services Growth Associate Caring TransitionsSenior Services Growth AssociateRochester, NYFull timeAt six months: independently manage a referral partner portfolio and drive measurable new referral revenue; own the touring workflow end-to-end for assigned cases; and contribute to at least 15 to 20 completed placements per quarter as part of the shared team goal. In your first 90 days: complete onboarding and develop fluency with all senior living community options in Monroe County and surrounding areas; establish a weekly outreach rhythm with at least 10 to 15 active referral partner contacts; and conduct your first 5 to 10 supervised community tours with positive client feedback.
Northwest Savings BankNewUniversal Banker Northwest Savings BankUniversal BankerRochester, NY$18–$20 / hourThe role serves as a single point of contact for a wide range of banking needs, consisting of accurately and efficiently handling service transactions - such as deposits, payments, replacement cards, and disputes - while also driving sales by opening accounts, identifying customer needs, offering tailored solutions, and recommending appropriate banking products. Deliver coaching and guidance to tellers on digital capabilities, transaction processing, and key priorities - emphasizing a streamlined sales and service experience, a digital-first approach, effective client problem resolution, and the strategic use of digital tools.
Asure Software IncHCM Sales Executive Asure Software IncHCM Sales ExecutiveRochester, NY$65,000–$80,000 / yearHow you will contribute Our HCM Sales Executive is responsible for building business relationships with new prospective clients as well as current customers and creating new revenue opportunities for the companys platform of Human Capital Management solutions. Any unsolicited resumes sent to Asure Software from a third party such as an Agency, including unsolicited resumes sent to Asures mailing address, fax machine, or email address directly to employees or hiring managers, will be considered Asure property.
Asure Software IncHR Sales Executive Asure Software IncHR Sales ExecutiveRochester, NY$140,000–$160,000 / yearNO AGENCIES PLEASE Any unsolicited resumes sent to Asure Software from a third party, such as an Agency, including unsolicited resumes sent to Asure's mailing address, fax machine or email address, directly to employees or hiring managers will be considered Asure property. This role involves business-to-business prospecting, nurturing existing relationships, building new connections, and conducting demos and discovery calls to close new business.