OTHER

FEED

UNKNOWN

Responsibilities: We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.

YEAR

Overview:
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities:
We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance. Key Responsibilities:<ul><li>Consult with clients to assess their financial situations and develop customized financial plans</li><li>Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance</li><li>Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes</li><li>Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice</li><li>Cultivate long-term client relationships based on trust, transparency, and results</li><li>Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance</li><li>Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards</li><li>Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets</li><li>Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.</li></ul> 

Qualifications:
Education, Training and Requirements:<ul><li>Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus)</li><li>Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance</li><li>Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products</li><li>Exceptional communication and interpersonal skills</li><li>Proven track record of building and managing client relationships </li><li>Team player with the ability to collaborate with others</li><li>Proficient in financial planning software and CRM systems</li><li>All applicants must be 18 years of age or older</li></ul>Preferred Skills:<ul><li>Experience with mass affluent, high-net-worth and commercial clients</li><li>Strong analytical thinking and decision-making skills</li><li>Bilingual or multilingual proficiency is a plus</li><li>Familiarity with digital advisory platforms and financial technology tools</li><li>High level of emotional intelligence, empathy, and professionalism</li><li>Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications</li><li>Comfortable working in a fast-paced, technology-driven environment</li><li>Detail oriented with superior organizational skills and ability to prioritize</li></ul>Experience: <ul><li>2–5 years of experience in financial advising, wealth management, or investment consulting</li></ul> 

Min:
USD $66,000.00/Yr.

Max:
USD $108,804.00/Yr.

Other Job Information:
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Community Financial System, Inc.

Financial Consultant

Analysis Skills

Banking Services

Business Administration

Chartered Financial Analyst (CFA)

Commercial Banking

Community Banking

Compensation and Benefits

Consulting

Customer Acquisition

Customer Relations

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Retention/Renewal

Detail Oriented

Documentation Standards

Economics

Establish Priorities

Finance

Finance Software

Financial Analysis

Financial Planning

Financial Regulations

Financial Services

Financial Systems

Financial Trend Analysis

Health Insurance

High Net Worth

Insurance

Internet Application

Interpersonal Skills

Investment Management

Investment Services

Investment Strategy

Lift/Move 25 Pounds

Maintain Compliance

Market Trend Analysis

Microsoft Excel

Microsoft Office

Microsoft PowerPoint

Microsoft Word

Multilingual

Organizational Skills

PC (Personal Computer) Systems

Performance Metrics

Physical Demands

Regulations

Regulatory Compliance

Retail

Retail Banking

Retirement Planning

Risk

Risk Management

Series 7

Stock Market

Tax Planning

Team Player

Time Management

Wealth Management

[AW]-iCims

Track company drivers such as MRR/ARR, Churn, CAC (Customer Acquisition Cost), Logo Retention, and Margins to direct long-term strategic planning and provide data-driven insights to leadership. Reporting directly to the CFO, you will play a critical role in driving corporate financial performance through revenue modeling, analyzing gross margins, and conducting complex budgeting, forecasting, and variance analysis.

<div class="content-intro"><h4>Team Overview:</h4>At Fluency, we come together under two shared passions that drive our culture: the scaling of digital ad operations, and fostering a workplace environment rooted in open communication, inclusivity, and a growth-oriented mindset. These passions not only set us apart in the industry, but also fuel our collective drive to reshape the industry and reinvent ourselves along the way. We're not just revolutionizing the digital advertising horizon, we're shaping an organization where every member feels a sense of pride and is inspired to do their best work.</div>Job SummaryWe are looking for a Senior Financial Analyst to join our lean, high-impact Finance team. Reporting directly to the CFO, you will play a critical role in driving corporate financial performance through revenue modeling, analyzing gross margins, and conducting complex budgeting, forecasting, and variance analysis. As a foundational member of the team, you will also own the implementation and ongoing support of our FP&A software ecosystem, ensuring our systems scale alongside our strategic growth.  This role will lead building a high performing team capable of supporting rapid growth.Your Role<ul><li>Track company drivers such as MRR/ARR, Churn, CAC (Customer Acquisition Cost), Logo Retention, and Margins to direct long-term strategic planning and provide data-driven insights to leadership.</li><li>Leverage cohort analysis and complex financial models to create actionable reports and presentations for senior management.</li><li>Partner with Marketing and Business Development leadership to track the sales funnel and forecast revenue. You will monitor COGS and expenses to balance growth rate, profit margin, and cash flow in support of the company's financial targets.</li><li>Act as the primary owner for our FP&A software. You will lead the implementation of new tools, manage ongoing system support, and utilize excellent project management skills to ensure our financial tech stack is optimized and scalable.</li><li>Partner with business leaders to optimize financial procedures through continuous improvements to automation and data analysis.</li></ul>What We Look For <ul><li>BS in Finance, Accounting, or Economics; MBA or CPA/CFA preferred.</li><li>4-6+ years in FP&A, ideally within a SaaS environment, with a strong understanding of ASC 606 revenue recognition.</li><li>Proven experience in FP&A system oversight and software implementation. You should possess excellent project management skills and the ability to act as the technical lead for finance-related tools.</li><li>Expert Excel skills with the ability to independently create cohort analyses and complex financial models from scratch.</li><li>An independent and curious thinker with a continuous improvement mindset to drive efficiencies and the ability to drive results.</li><li>Strong presentation and analytical skills, with the ability to articulate complex financial recommendations in a concise and timely manner.</li></ul>Fluency is headquartered in Burlington, Vermont. This is a full-time, remote position that requires legal authorization to work in the U.S. If you're local to the area, you're welcome to work from our office.<div class="content-conclusion">At Fluency, we're proud to be an equal opportunity employer. We're committed to building a diverse, inclusive, and supportive workplace where everyone can thrive. We welcome applicants of all backgrounds and identities and do not tolerate discrimination or harassment of any kind.Employment decisions at Fluency are made based on business needs, job requirements, and individual qualifications—without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local laws.<a href="https://www.glassdoor.com/Overview/Working-at-Fluency-EI_IE2190982.11,18.htm" rel="nofollow"><img src="https://www.glassdoor.com/pc-app/static/img/partnerCenter/badges/eng_CIRCLE_64x64.png" style="max-width:100%"/></a></div>

Fluency

Senior Financial Analyst

GreenHouseAPI

This may include preparing reports, meeting with the lead advisor, reviewing client accounts, updating financial planning software, ensuring appropriate documents are on file, requesting necessary documents to ensure compliance documents are up to date, and reviewing past meeting minutes, etc. Key Qualities and Skills: Relationship-focused, strong communication skills, driven to help clients, problem-solving abilities, customer service skills, ability to work independently, and commitment to lifelong learning.

Client: Pathway Financial AdvisorsPosition: Support AdvisorWebsite: <a class="external" href="https://www.pathwayadvisors.com" rel="nofollow noreferrer noopener">www.pathwayadvisors.com</a>Location: South Burlington, VT. This is an on-site position in your own office.Salary: $65,000 - $130,000/year, depending on previous experience + profit sharing.Position Type: Full-time, Exempt About Pathway Financial Advisors Pathway Financial Advisors is an independent financial planning firm that is driven to help people and make a difference in their lives. The firm serves clients and business owners across the country from their primary office in South Burlington, Vermont, and a branch office in Atlanta, Georgia. Three key pillars guide the work at Pathway. First, it is a fee-only fiduciary firm. Pathway does not sell products or receive commissions or referral fees.  Second, the team dedicates its time and resources to a limited number of clients, which results in individualized attention that clients appreciate. Finally, the firm specializes in investment management, retirement planning, and estate planning, all enhanced by its unique guided discovery approach.   The goal of all professionals at Pathway is to provide clients with guidance and support in the discovery and pursuit of their best life.The RoleJoining the Pathway team as a Support Advisor is a unique opportunity for someone who wants to make a difference in people’s lives. The firm is looking for someone who is driven, curious, empathetic, and adaptable. Building trust with clients is essential for success in the role, in addition to being committed to lifelong learning.  This position supports the client relationship in tandem with the Lead Advisor. The Support Advisor role serves as a point of contact for the client for all incoming inquiries. They are the liaison between the client's other professionals and Pathway. This person will ensure Pathway’s clients have a high-quality experience while upholding internal processes. Pathway is dedicated to helping its clients and team thrive. They are seeking a person whose professional life is part of how they thrive.  Training is available to help the Support Advisor succeed in the role, in addition to growing their career as far as desired. Key ResponsibilitiesPathway is committed to working efficiently with high attention to detail. The Support Advisor is responsible for the entire life cycle of the client relationship. While keeping compliance top of mind, this role will:<ul><li>Provide high-level client service assistance. </li><li>Prep and participate in client meetings (in-person or remote). This may include preparing reports, meeting with the lead advisor, reviewing client accounts, updating financial planning software, ensuring appropriate documents are on file, requesting necessary documents to ensure compliance documents are up to date, and reviewing past meeting minutes, etc.  </li><li>Take point on follow-ups from client meetings. Add tasks to CRM and coordinate any follow-up that cannot be done independently. Create a follow-up email. </li><li>Respond to ad hoc client inquiries that come in via email, phone, or walk-in. </li><li>Engage in trading/allocation maintenance when needed and based on comfort level.</li><li>Manage the client service calendar proactively based on pre-determined operations schedules.</li><li>Monitor ongoing cash needs, RMDs, contributions, and distributions. </li><li>Update client information in applicable applications. This includes but is not limited to: Portfolio Missions, CRM, document management system, custodians, compliance documents, etc. </li><li>Review monthly billing to confirm accuracy and provide updates to the billing specialist as necessary.</li><li>Serve as a liaison to other professionals on the clients’ behalf. </li><li>Create reports and review as needed. These requests can be a result of an upcoming client meeting, a follow-up from client, or an operations need. </li><li>Collaborate with team members on firm projects.</li></ul> Skills & Qualifications<ul><li>Minimum Experience: Bachelor's degree, background in a client-facing role (ex: Paralegal, tax professional).  Having expertise in individual taxation is a bonus.</li><li>Credentials: none required.</li><li>Key Qualities and Skills: Relationship-focused, strong communication skills, driven to help clients, problem-solving abilities, customer service skills, ability to work independently, and commitment to lifelong learning. </li></ul> Benefits:<ul><li>Health and dental insurance. </li><li>Self-managed PTO. </li><li>401(k) retirement plan with a 3% company contribution.</li><li>Profit sharing. </li><li>Work-life balance: hours can flex with your lifestyle, a typical work week of 40 - 45 hours.</li><li>Ongoing learning opportunities within a collaborative team.</li><li>Company-sponsored continuing education and certification programs - you can pursue a CFP certification if desired.</li><li>From Memorial Day to Labor Day, the day ends at Noon on Friday (whenever possible).</li><li>Community service and team-building events.</li></ul> Disclaimer: What is listed above is representative of the position's responsibilities but is not meant to be an exhaustive list. Responsibilities may change during employment at the company's discretion. Gallagher, Flynn & Company, LLP and our client do not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or other non-merit factors.  Gallagher, Flynn, & Company, LLP has been retained to conduct this search. Interested candidates may apply by sending a resume and cover letter. While we appreciate all interest in this exciting opportunity, only candidates most closely aligned with our search will be contacted.

Gallagher, Flynn & Company

Support Advisor - Pathway Financial Advisors

Billing

Calendar Management

Certified Financial Planner (CFP)

Communication Skills

Community and Social Services

Customer Service Management

Customer Support/Service

Dental Insurance

Estate Planning

Fiduciary

Genetics

Meeting Minutes

Military

Paralegal

Problem Solving Skills

Reporting Skills

Resolve Customer Issues

Sales

Software Administration

Tax Accounting

Workable

Manage assigned divisional accounts including but not limited to the following: Analyzing requirements of assigned accounts by reviewing account agreements and/or legal instruments, determining cash requirements, and anticipating tax consequences; Preparing complete account analysis and documentation. Strong reading, writing, grammar, computer, and mathematics skills; strong interpersonal relations and communicative skills; a thorough knowledge of investments, trust services, and employee benefit services; valid drivers license.

Overview:
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities:
General Responsibilities: To manage assigned account portfolios in accordance with stated objectives, Trust Policy and State/Federal fiduciary regulations. This includes;<ul><li>Work with the division’s more significant and/or complex account relationships</li><li>Work with account administrators and clients to develop investment policy statements (IPS)</li><li>Select and monitor both individual investments and overall client portfolios</li><li>Maintain appropriate records and documentation to support investment decisions</li><li>Participate in divisional committees</li><li>Build relationships with other WMG personnel to identify and develop additional business opportunities</li><li>Establish and develop relationships with division clients and their other professional advisors</li><li>Establish and develop relationships with COI’s to generate new business</li><li>Respond to inquiries or requests for information</li><li>Provide personal trust and employee benefit services to division clients</li><li>Achieve customer service goals as established in the Bank’s annual operating plan</li><li>Supervise assigned personnel</li><li>Provide guidance and training/support to division peers and subordinates</li></ul>Essential Duties:<ul><li>Stay current with debt and equity markets as well as economic developments that may affect investment decisions.</li><li>Manage assigned divisional accounts including but not limited to the following:</li><li>Analyzing requirements of assigned accounts by reviewing account agreements and/or legal instruments, determining cash requirements, and anticipating tax consequences;</li><li>Preparing complete account analysis and documentation.</li><li>Monitoring the cash and investments of each account with consideration of objectives, the needs of beneficiaries, and cash requirements for taxes and distributions</li><li>Monitoring and researching/analyzing substantial price changes in division-held investments to establish an appropriate course of action</li><li>Monitoring the quality of client investments, makings changes when appropriate</li><li>Reviewing the investment of new and existing accounts</li><li>Establishing, monitoring and updating account investment objectives and IPS</li><li>Performing account investment reviews in accordance with regulatory and fiduciary requirements.</li><li>Executing trades.</li><li>Actively pursue and maintain professional relationships with other professionals within the financial and business communities to maximize business development opportunities.</li><li>Communicate and respond to investment-related inquiries from division personnel, clients, attorneys, accountants, and other appropriate parties.</li><li>Develop additional business with both new and existing clients</li><li>Maintain an active awareness of changes in legal and regulatory requirements which may affect accounts.</li><li>Provide quality service to customers, whether internal or external.</li><li>Comply with established operating policies and procedures in order to maintain adequate controls and to support the Bank’s adherence to outside regulatory requirements.</li><li>Communicate with management and Bank/Trust personnel to help integrate goals and activities.</li></ul>

Qualifications:
Education/ Training: <ul><li>B.S. or B.A. degree with a major in Business, Economics, Finance or Accounting preferred.</li><li>Advanced level of technical knowledge, as evidenced by the completion of Chartered Financial Analyst, Certified Financial Planner, Certified Financial Advisor, or related accreditation in order to obtain and analyze financial information in order to forecast business, industry and economic trends as a basis for making investment decisions. </li><li>Specialized personal trust and employee benefit education and training.</li></ul> Skills: <ul><li>Strong reading, writing, grammar, computer, and mathematics skills; strong interpersonal relations and communicative skills; a thorough knowledge of investments, trust services, and employee benefit services; valid drivers license.</li></ul> Experience:<ul><li>Minimum of seven (7) years’ experience as a Trust Investment Officer or related field normally required, with at least five (5) years’ experience in investment field.</li></ul>

Min:
USD $72,000.00/Yr.

Max:
USD $124,686.00/Yr.

Other Job Information:
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Senior Portfolio Manager - Nottingham Trust (On-Site)

Accounting

Bank Management

Business Development

Customer/Client Research

Documentation

Driver's License

Economic Development

Employee Benefits

Equity Securities

Federal Laws and Regulations

Forecasting

Industry/Trade Analysis

Intrusion Prevention Systems

Legal

Mathematics

Operations Processes

People Management

Policy Development

Procedure Development

Quality Monitoring

Record Keeping

Regulatory Requirements

Request for Information (RFI)

Sales Management

State Laws and Regulations

Support Documentation

Training/Teaching

Writing Skills

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Financial Consultant Community Financial System, Inc.

Senior Financial Analyst Fluency

Support Advisor - Pathway Financial Advisors Gallagher, Flynn & Company

Senior Portfolio Manager - Nottingham Trust (On-Site) Community Financial System, Inc.

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