- Citizens (Rochester, NY)
- …new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all ... of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within...achieve sales growth goals by delivering an exceptional virtual experience + Build book of business: Proactively seek ways… more
- Rochester Institute of Technology (Rochester, NY)
- **9462BR** **Position Title:** Student Financial Aid Advisor **Organization:** Office of Financial Aid and Scholarships **Job Responsibilities:** + Software ... reasonable accommodation will be made on a case-by-case basis. ** Required Minimum Education Level:** Associates or Equivalent Experience...the direction of the Sr. Assistant Director the Student Financial Aid Advisor serves as the first… more
- Bank of America (Pittsford, NY)
- …practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & ... Description:** If you have at least 5+ years of experience as a Financial Advisor ...65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established… more
- Citizens (Rochester, NY)
- …starting the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- KeyBank (Greece, NY)
- …by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year ... **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- JPMorgan Chase (Rochester, NY)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals… more
- University of Rochester (Rochester, NY)
- …solutions that support both students and the broader advising community. QUALIFICATIONS: Required : Bachelor's degree One year of advising experience and program ... factors including, but not limited to, market data, education, experience , qualifications, expertise of the individual, and internal equity considerations._… more
- KeyBank (Greece, NY)
- …- Greece, New York 14612 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank… more
- University of Rochester (Rochester, NY)
- …mental health, social work, or counseling is preferred. - 2 years relevant work experience with college students required . - 3-5 years relevant work ... factors including, but not limited to, market data, education, experience , qualifications, expertise of the individual, and internal equity considerations._… more
- Avanade Inc. (Rochester, NY)
- …trusted advisor * Proficient in account planning and pipeline management * Experience in solution selling within the Financial Services industry * Proven ... based in the Northeast region* Business Development Executive - Financial Services Avanade seeks a Business Development Manager who...specific office location, role, skill set and level of experience . As required by local law, Avanade… more
- Morgan Stanley (Rochester, NY)
- …servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional ... and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and...comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor… more
- University of Rochester (Rochester, NY)
- …of independent judgment, the Financial Analyst II will utilize financial concepts, communication skills, and experience /knowledge of the clinical research ... factors including, but not limited to, market data, education, experience , qualifications, expertise of the individual, and internal equity considerations._… more
- SUNY Brockport (Brockport, NY)
- …role of the Financial Aid Loan Coordinator is to work with the Senior Financial Aid Advisor to assist and ensure compliance in all areas involving student ... or university. + A minimum of one year of experience working in financial aid or a...complete an application including your cover letter that addresses required and preferred qualifications, resume/CV, and contact information for… more
- Deloitte (Rochester, NY)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Big 4 experience + Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with… more
- M&T Bank (Rochester, NY)
- …and executives and externally with clients and their representatives. **Education and Experience Required :** Bachelor's degree and a minimum of 1 years' ... and expand client relationships. + Serve as a support associate to assigned Investment Advisor (s) as required . + Maintain a current understanding of changes in… more
- KeyBank (Rochester, NY)
- …Key. **Education Qualifications** + High School Diploma , GED or equivalent business experience ( required ) or + Bachelor's Degree (preferred) ** Experience ... York 14608 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial… more
- KeyBank (Rochester, NY)
- …business deposit/credit experience and familiarity with small business operations ( required ) + General understanding of financial statements and concepts( ... York 14626 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...**Education Qualifications** + High School Diploma GED, or equivalent experience ( required ) or + Bachelor's Degree (preferred)… more
- KeyBank (Rochester, NY)
- …**Education Qualifications** + High School Diploma , GED, or equivalent business experience ( required ) ** Experience Qualifications** + 3+ years Demonstrated ... York 14606 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to… more
- Paychex (Rochester, NY)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... regional or national meetings. Qualifications + HS Diploma - Required + Less than 1 year of experience... Required + Less than 1 year of experience in Relevant Paychex experience and successful… more
- Rochester Institute of Technology (Rochester, NY)
- …on requests for reasonable accommodation will be made on a case-by-case basis. ** Required Minimum Education Level:** Bachelors or Equivalent Experience **How To ... system, , ScholarNet **Preferred Qualifications:** At least five years of demonstrated financial aid and/or supervisory experience or relevant higher education … more