- Edward Jones (Fairport, NY)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- 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)
- **9365BR** **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
- CCSI INC (Rochester, NY)
- Senior Advisor , Fiscal Practice and Quality Improvement (Outsourced CFO) WFH Flexible * Rochester, NY (http://maps.google.com/maps?q=Rochester+NY+USA) * Consulting ... Job Type Part-time Description Senior Advisor , Fiscal Practice and Quality Improvement - Outsourced CFO...of high-impact programs and services in the areas of financial management, fiscal model development, revenue cycle management, performance… 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
- University of Rochester (Rochester, NY)
- …factors including, but not limited to, market data, education, experience , qualifications, expertise of the individual, and internal equity considerations._ ... 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… 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
- University of Rochester (Rochester, NY)
- …as assigned. REQUIREMENTS: - Bachelor's degree required - 1-2 years' experience in college or university financial aid administration; or an equivalent ... combination of education and experience required . - Solid computer ...experience and an understanding of federal and state financial aid regulations, federal need analysis, and institutional methodology… more
- The Highlands Living Center (Pittsford, NY)
- …compliance with all financial covenants. This person will serve as a policy advisor to the Chief Financial Officer on all matters related to financial ... + Prepare annual Medical Deduction Letter and DOH Annual Financial Report for Assisted Living. Required qualifications:...in accounting or related field, with minimum 5 years' experience of financial health experience … 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
- 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
- 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
- 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
- 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
- Rochester Institute of Technology (Rochester, NY)
- …on requests for reasonable accommodation will be made on a case-by-case basis. ** Required Minimum Education Level:** Associates or Equivalent Experience **How To ... of Education Systems **Preferred Qualifications:** At least four years of demonstrated financial aid experience or relevant higher education experience .… more
- Deloitte (Rochester, NY)
- …and technology preferred agreements, cloud agreements and software licensing agreements + Experience with the Financial Services Industry (FSI) and understanding ... Deal Strategy, Contracting, and Risk Senior Manager with extensive experience in supporting deal and contract structuring, drafting customized...legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize… 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