- Edward Jones (Lancaster, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Edward Jones (Cheektowaga, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Sedgwick (Rochester, NY)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental | Professional Liability ... | REMOTE **Job Description Summary** To analyze complex or technically difficult environmental claims; to provide resolution of highly complex nature and/or severe injury claims; to coordinate case management within company standards, industry best practices… more
- Bank of America (Rochester, NY)
- …to learn, grow, and make an impact. Join us! **Job Description** : As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your ... the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, … more
- Paychex (West Henrietta, NY)
- …clients through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organization. Provides ... support high value clients and the financial advisor community through advanced industry knowledge in order to create the best possible image for Paychex within… more
- KeyBank (Rochester, NY)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ... Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar… more
- Raymond James Financial, Inc. (Clarence, NY)
- …business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client ... and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills +… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment +… more
- JPMorgan Chase (Rochester, NY)
- …JPMAM's full-service small market Everyday 401(k) and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. ... their plan participants. As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting ...Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success… more
- University of Rochester (Rochester, NY)
- …welcoming and supportive of staff of all backgrounds and experiences. The Academic Advisor manages an assigned caseload of advisees over a four-year period from ... students through the major declaration process, answers general questions regarding financial aid, and monitors progress toward the degree. Proactively assists… more
- H&R Block (Rochester, NY)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- H&R Block (Rochester, NY)
- …offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being ... programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! + Other… more
- H&R Block (Rochester, NY)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing ... program, BetterYou, to help you build healthy habits. + Neurodiversity and caregiver support available to you and your family. + Various discounts on everyday items and services. + Benefits with additional eligibility requirements : Medical Coverage, 401k… more
- World Insurance Associates, LLC. (Rochester, NY)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- Deloitte (Rochester, NY)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... of a team that assists clients in preparing the financial and reporting aspects of an IPO/ SPAC, such...workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist… more
- Anywhere Real Estate (Rochester, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... enablement and growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales process independently with… more
- Anywhere Real Estate (Rochester, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... enablement and growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales process independently with… more
- University of Rochester (Rochester, NY)
- …program for academic and central administrative functions. The CCE is a trusted advisor to senior leadership as well as the president, and the University's Board ... + Provide direct access to senior leadership and act as the primary advisor on compliance-related matters. Risk Identification and Management: + In partnership with… more