64 Results for

Financial Services Jobs in Rochester, NY

Jobs

New!

Rochester, NYToday

As Cash Management Services Packout Teller, you work with your team to ensure the safe and secure preparation and processing of cash and coin orders and assist with Inventory Management duties for our Loomis customers . Essential Functions & Working Conditions: Full-time schedule consists of 40 hours per week performed in 8 hour or split shifts.

New!

Rochester, NY6 days ago

$80,000–$110,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our firm is a long‑standing creditors’ rights law firm based in Rochester, New York, representing institutional lenders and financial services clients in foreclosure and related matters.

Rochester, New York11 days ago

$17–$19.98 Per Hour
Full-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Rochester, NY18 days ago

knowledge and training that would benefit you if you chose to pursue a career outside this office with corporate State Farm or your own Independent State Farm Agency. This is done by contacting prospective clients, building rapport, uncovering customer needs, and providing the best solutions possible based off those needs.

Rochester, NY17 days ago

As Insurance and Financial Services Position - State Farm Team Member for Ryan Sanz - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.

Irondequoit, NY28 days ago

We offer engaging, team-focused sales incentives, including monthly competitions across multiple offices that encourage friendly competition, performance recognition, and opportunities for bonuses and promotions. ROLE DESCRIPTION: As a Financial Service Representative with the Dominic Agostini Agency, you will successfully market the financial products that manage everyday risks.

Pittsford, New York25 days ago

$61,000–$250,000 Per Year

Northwestern 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.

Batavia, New York21 days ago

$23.05

Possession of a high school diploma or an equivalency diploma recognized by the New York State Department of Education AND completion of a minimum of 62 semester credit hours from a regionally accredited or NYS registered college or university, including a minimum of 15 semester credit hours in accounting, business administration, math, or related field, AND one (1) year of full-time, paid experience in responsible financial record keeping duties. OPEN COMPETITIVE: A, B, C, or D, including or supplemented by a course or experience in typing, AND EITHER:Possession of an Associate Degree or higher in accounting, business administration, math or related field; AND one (1) year of full-time, paid experience in responsible financial records keeping duties; OR:

New!

Canandaigua, NY6 days ago

Remote

$40,000–$60,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.

Rochester, New York30+ days ago

If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively, and in accordance with Paychex policies and procedures.

Batavia, New York30+ days ago

$24.14

Possession of an Associate’s Degree in Criminal Justice, Human Services, or a related field AND two (2) years of full-time, paid experience in a criminal justice agency or other agency whose duties shall have involved counseling, case management or client supervision; PART-TIME, PAID EXPERIENCE WILL BE PRO-RATED AS APPROPRIATE. COMMUNITY/VICTIM SERVICES COUNSELOR (HELP Program)DISTINGUISHING FEATURES OF THE CLASS: Provides comprehensive victim services to crime victims.

Pittsford, New York25 days ago

$500–$1,000 Per Year
Intern

Our 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.

New!

Rochester, NY6 days ago

The primary focus of this role is to serve as a strategic liaison between the company and its client base through direct customer engagement, traditional marketing methods, relationship-building initiatives, company programs, open houses, information sessions, surveys, customer feedback efforts, and other outreach activities designed to improve communication, increase satisfaction, support retention, and strengthen the company’s reputation. Assist in developing customer-facing materials, presentations, program information, talking points, surveys, and follow-up communications; this will include contributing to company social media platforms and media outreach to clients such as supporting website and social media content contributions and newsletter contributions to clients.

Brockport, NY17 days ago

$58,458.40–$73,800 Per Year

The salary range for this position is $58,458.40 to 73,800 Pay is based on several factors including but not limited to education, work experience, certifications, etc. The Dining Services Director plans, organizes, develops, and directs the overall operations of the Dining Services Department.

New!

Rochester, NY5 days ago

$21.36–$29.90 Per Hour

Manage Gift & Donor Services' communications, answering and responding to inquiries from donors as well as internal staff via phone, email, and verbal requests in a timely manner, responding within 24 hours to indicate request has been received and is in progress. This position requires good judgment, self-direction, discretion, a positive attitude, strong oral and written communication skills, strong customer service and problem-solving skills and the ability to accommodate shifting priorities while meeting deadlines.

Brockport, NY16 days ago

$16–$18 Per Hour

Prepares food items and serves food to Residents within scheduled time frame. No matter where or when you begin a career with Pegasus Senior Living, you’ll find a far-reaching choice of benefits and incentives.

Rochester, New York30+ days ago

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.

Rochester, NY18 days ago

$55,000–$75,000 Per Year

Help 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.

Rochester, NY30+ days ago

Remote

Full-time

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at applicantaccom@maximus.com.

Clifton Springs, NY30+ days ago

This position is charged with sustainably achieving or exceeding targeted financial and performance metrics by successfully leading a dedicated team to ensure our customers (travelers) receive fast and friendly service. As the Plaza Director, you will be responsible for managing the overall day-to-day operations and long-term profitability of a multi-million-dollar travel plaza located along a major highway.

Rochester, NY30+ days ago

Our established Insurance & Financial Services Agency in Rochester, NY is looking for an Experienced Customer Service / Sales Support Representative to join our team. If you have experience in Insurance, Financial services, Sales or Customer Servic and are looking for a positive, team-oriented work environment, we would love to hear from you.

Rochester, NY30+ days ago

All independently owned and operated franchised businesses operate under the service brands’ marks, trademarks, trade names, logos, emblems, slogans, or other indicia of origin in connection with the Mr. Rooter Plumbing® franchise system within a specified geographical area. Desired Experience: High school diploma or general education degree (GED) and a minimum of one year work experience and/or training: or equivalent combination of education and experience.

Rochester, NY12 days ago

$20–$25 Per Hour
Full-time

Our Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions — all while having plenty of fun along the way. Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet’s life and health.

Webster, NY30+ days ago

$16–$21.08 Per Hour

We purchase these items directly from our nonprofit partners, redirecting billions of pounds of used items away from landfills and on to our store racks and shelves for reuse, and providing our partners with valuable funding for their community-based programs and services. Our training department / Savers University develops and delivers robust training to every team member across our organization — from new hires to senior executives.

New!

Canandaigua, NY5 days ago

The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. Your video interview is reviewed by a member of our Recruitment team and our top candidates are invited to meet with our team in a store, specialty wholesale branch, floorcovering facility or delivery service terminal.

Webster, NY13 days ago

$16–$18 Per Hour
Full-time

Rochester, NY30+ days ago

$25–$35

Fuel management systems & fueling equipment include; fuel dispensers, fuel hoses, fuel nozzles, fuel pumps, fuel tank gauges & alarms, fuel valves & fittings, fuel monitoring system, tank monitoring system, meter calibration, etc.). Our benefit offerings cover the must-haves (healthcare and retirement), the just-in-cases (insurances and employee assistance programs), and the cherry-on-tops (fitness reimbursements, year-end incentive pay, and tuition assistance).

West Henrietta, New York14 days ago

$65,000–$81,912 Per Year

Develops and maintains knowledge of Paychex and industry plan structures, services and specific conversion processes in order to serve as a department expert on assigned accounts and to provide an exceptionally high level of client service during the conversion process. Executes outbound communication of setup status to clients, internal Paychex personnel and Financial Advisors following client calls and at points necessary to ensure deadlines are met and that expectations are clear.

Pittsford, New York30+ days ago

$100,000–$135,000 Per Year

Strategic Leadership & Execution: Leads departmental strategic planning in alignment with organizational goals by setting clear objectives, anticipating challenges, and developing actionable plans. In addition to delivering comprehensive wealth planning, Wealth Advisor III is accountable for achieving new business revenue goals through proactive client acquisition and strategic relationship development.

Rochester, NY30+ days ago

Full-time

Using 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.

Rochester, NY10 days ago

The 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.

Rochester, New York26 days ago

Remote

$200,000–$402,500 Per Year

This 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!

Rochester, NY30+ days ago

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

Rochester, NY30+ days ago

Full-time

Deliver 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.

Canandaigua, NY30+ days ago

$20–$24.66 Per Hour

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.

Webster, NY8 days ago

The Service Delivery Associate plays a critical role in executing on-site customer solutions, including mailroom services, print and document operations, and administrative support tasks, ensuring service excellence and customer satisfaction. Today, Xerox is continuing its legacy of innovation to deliver client-centric and digitally-driven technology solutions and meet the needs of today's global, distributed workforce.

Pittsford, NY30+ days ago

Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.

Rochester, NY30+ days ago

Part-time

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.

West Henrietta, New York30+ days ago

Review client data using Paychex sales tools to prepare for discovery meetings, uncover client needs, and propose Paychex solutions, referring to partners as needed. Participate in weekly team meetings to review strategies, team results, collaborate on best practices, and discuss opportunities to achieve personal and district sales quotas.

Rochester, NY30+ days ago

Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. The Senior Audit Associate will have the opportunity to work as a member of an engagement team serving a diverse client base of industries such as manufacturing, construction, dealerships, governmental and non-profit, wholesale and distribution, retail, restaurant and more.

ROCHESTER, New York30+ days ago

$16.06–$24.09 Per Hour

Receive communication (written, telephone and electronic) from offices who have a concern or a need around supplies, facilities, or support;document nature of problem, research solutions, and resolves issues or escalate to DOC, Company Support Manager (CSM), or District General Manager(DGM) as needed . Maintain a technical working knowledge of systems used to support district(s) i.e. Microsoft Teams and Microsoft Suite applications including virtual tools;may include internal systems .

New!

Rochester, New YorkToday

Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Operating within a mortgage/data services environment (like CoreLogic), you will analyze large datasets to detect operational defects, perform root cause analysis, and build automated reporting.

Rochester, NY8 days ago

Company Overview: About Westlake Floorplan CompanyWestlake Floorplan Company was established in 2013 as a division of Westlake Financial Services - the leading lender for independent and franchise dealerships. Responsibilities include but not limited to signing dealerships, driving sales, ensuring excellent servicing of accounts, and effectively managing associated risks.

Rochester, NY30+ days ago

$75,000–$85,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

New!

Canandaigua, NY6 days ago

$23.76–$25.30 Per Hour

You will undertake various supervisory, participant-related, and administrative tasks associated with providing habilitation services for the Day Habilitation Programs and Creative Expressions Programs. Ensures that plans and services are individualized, and designed to promote independence, integration and productivity, working closely with individuals, staff and other service providers.

Rochester, NY30+ days ago

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

Rochester, NY30+ days ago

Full-time

Provide incomparable customer service to all Retail, Commercial, and Mortgage clients alike, including but not limited to; account transfers, password resets, wire transfers, with the ability to assist with more complex service needs in conjunction with established internal escalation points. This role will serve as the initial sales and service contact for the branch, and work with the Branch Manager to effectively manage existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, and lending products.

Rochester, NY28 days ago

As Insurance Account Representative - State Farm Agent Team Member for Van Travis - State Farm Agent, you will be vital to our daily business operations and customers’ success. You improve the lives of our customers by proactively marketing relevant products and services to meet their needs.

Rochester, NY30+ days ago

Our established Insurance and financial Services Agency seeks a sales-driven, goal-focused, licensed Insurance Sales Professional to join our high-performing team. Whether helping a family protect what matters most or guiding them toward a secure retirement, our mission is to provide the knowledge, products, and support our clients need to move forward with confidence.

Rochester, NY8 days ago

Both full-time and part-time positions offer the following benefits to associates:* Retirement Plan* Associate Shopping Program* Health and Wellness Programs* Discount Marketplace* Identity Theft Protection* Pet Insurance* Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home ProgramIn addition, full-time positions also offer the following benefits to associates:* Medical* Dental* Vision* Life Insurance/AD* Disability Insurance* Commuter Benefits* Employee Assistance Program* Flexible Spending Accounts (FSAs)Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. Founded in 1969, CulinArt manages more than 250 dining facilities for corporations, law and financial services firms, independent schools, colleges and universities, graduate schools, long-term care facilities and a variety of events & entertainment destinations across the country.

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Financial Services Jobs in Rochester, NY

Cash Management Services Pack Out Teller Loomis US

Junior Attorney - Creditor’s Rights / Foreclosure Jobot

Retail Customer Service Associate FedEx

Insurance and Financial Services Position - State Farm Agent Team Member Sean Davern - State Farm Agent

Insurance and Financial Services Position - State Farm Team Member Ryan Sanz - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Dominic Agostini - State Farm Agent

Financial Advisor Northwestern Mutual

Senior Financial Clerk - Typist Genesee County

Billing Specialist - Shared Services Insurance Office of America

Service Associate - Insurance Services, P&C Paychex

Community/Victim Services Counselor (HELP Program) Genesee County

College Financial Representative, Internship Program Northwestern Mutual

Client Services Director Insero Talent Solutions

Dining Services Director Evergreen Place Enhanced Assisted Living and Memory Care

Gift and Donor Services Program Assistant University of Rochester

Server/Dining Services Partner Evergreen Place Enhanced Assisted Living and Memory Care

Financial Consultant Community Financial System, Inc.

Client Service Associate Thorley Wealth Management Inc

Financial Systems Analyst (Remote) Maximus

Plaza Director - Quick Service Restaurant - Multi Unit Exp Req Applegreen USA Welcome Centers Central Services

Customer Service Representative - State Farm Agent Team Member Van Travis - State Farm Agent

Service Professional Mr. Rooter of Rochester

Veterinary Client Service Representative Supervisor Animal Hospital of Pittsford

Customer Service Associate Savers / Value Village

Customer Service Specialist Sherwin-Williams

Veterinary Client Service Representative Supervisor Bayview Animal Hospital

Field Service Technician - Fueling Systems LaBella Associates

401(k) Conversions Account Manager Paychex

Wealth Advisor III Tompkins Financial Advisors

J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NY JPMorgan Chase Bank, N.A.

Retirement Plan Advisor Insero Talent Solutions

Sales Leader- Western Upstate New York State Farm

Insurance Agent with Support Northwestern Mutual of Rochester

J.P. Morgan Wealth Management - Select Growth Advisor - Rochester, NY JPMorgan Chase Bank, N.A.

Part Time (30 Hours) Associate Banker, Canandaigua Branch, Canandaigua, NY JPMorgan Chase

Print Production Associate - Webster, NY Xerox

Sales Executive - Commercial Lines World Insurance Associates, LLC.

Part Time Associate Banker Rochester (30 Hours) JPMorgan Chase Bank, N.A.

Sales Executive - HR Solutions Paychex

Senior Audit Associate Doeren Mayhew CPAs and Advisors

Seasonal, Operations Administrative Assistant H&R Block

Associate Professional, Quality Management Cotality

Automotive Floorplan Territory Manager Westlake Services

Wealth Management Associate Davis Family Financial LLC

Day Habilitation Manager The Arc Ontario

Sales Representative Entry Level Northwestern Mutual of Rochester

Retail Relationship Banker Genesee Regional Bank

Insurance Account Representative - State Farm Agent Team Member Van Travis - State Farm Agent

Account Manager - State Farm Agent Team Member Van Travis - State Farm Agent

COOK (FULL TIME) Compass Group USA

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