- 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
- 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
- Bank of America (Rochester, NY)
- Financial Solutions Advisor - Consumer Investments...products and services. * Has at least one year experience working in the financial service industry ... Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to...in a demanding environment. * At least three years' experience working in the financial service industry… more
- Monroe Community College (Rochester, NY)
- …initiatives. Preferred Qualifications: + Master's degree in a relevant field. + Experience with TRIO programs, financial aid advising, or transfer support. ... transfer of SSS participants. Accordingly, the role of the Student Support Advisor is to deliver comprehensive advising services and coordinate student development… more
- KeyBank (Rochester, NY)
- …and Key. **Education Qualifications** + Bachelor's Degree or equivalent in working experience ( required ) ** Experience Qualifications** + 3+ years cash ... management experience in a banking environment ( required ) + 3+ years success in a client focused...client focused environment with aggressive growth and service goals ( required ) **Tactical Skills** + Strong financial acumen… more
- University of Rochester (Rochester, NY)
- …as assigned.** **QUALIFICATIONS** + Bachelor's degree required . + 1-2 years' experience in college or university financial aid administration; or an ... for all River Campus; serves as a counselor and advisor in student financial aid. All members...experience with Microsoft Office or similar software products required . + PowerFAIDS experience and an understanding… more
- Deloitte (Rochester, NY)
- …government contracts + Familiarity with a matrix organizational structure + Professional services financial experience + Experience working with offshore and ... financial performance of the business + Serve as advisor to leaders on national office financial ...or similar quantitative subject + 6+ years of relevant financial analysis experience , preferably in a professional… 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
- JPMorgan Chase (Pittsford, NY)
- …** Required qualifications, capabilities, and skills** + At least 5 years of Advisor management experience required , coupled with a proven track record ... to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in...by building deep relationships and delivering an exceptional customer experience . In this role, you will play a key… more
- KeyBank (Rochester, NY)
- …14604 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking ... standards and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as… more
- Citizens (Rochester, NY)
- …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- JPMorgan Chase (Rochester, NY)
- …a corporate fiduciary or a law firm + Solid Client Relationship Management experience JPMorganChase, one of the oldest financial institutions, offers innovative ... we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families,...there. JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2… more
- KeyBank (Rochester, NY)
- …and Key. **Education Qualifications** + High School Diploma , GED, or equivalent experience ( required ) or + Bachelor's Degree (preferred) ** Experience ... York 14624 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...to build rapport in matter of minutes is vital. ( required ) + Demonstrated experience with influencing business… more
- KeyBank (Rochester, NY)
- …and Key. **Education Qualifications** + High School Diploma , GED, or equivalent experience ( required ) ** Experience Qualifications** + Experienced in a ... York 14618 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...issues. Tellers, through conversations with clients, listen 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
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... mean the most to them. + Diversify your industry experience by working on a plethora of various industries...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Deloitte (Rochester, NY)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... funds, broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required : + 3+ years' experience providing tax planning services… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... passion for renewable energy and sustainability and have relevant experience , Deloitte Tax LLP ("Deloitte Tax") may be the...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, leading and mentoring teams, and advising on… more