Financial advisor jobs in Rochester, New YorkCreate job alerts

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment., • Hours per Week: 40 Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Job Description Are you seeking a Fast Track to Partner opportunity in Rochester, NY? Join us at New York Life to provide financial stability and peace of mind through our range of insurance, annuity, and investment products. We prioritize honesty, compassion, and ethical conduct in all dealings with our policyholders, business associates, and colleagues. Rooted in assurance and modesty, we act as custodians for the future, committed to being there for our policyholders when they need us. We are looking for individuals with leadership qualities who aim to advance their careers towards becoming partners in our main office. Enroll in New York Life Insurance Company's Fast Track Management Program, where you will start as a financial professional working closely with clients to gain experience and progress through program milestones. Upon meeting all requirements, you will transition into a managerial role as an associate partner. Take the next step in your career by applying for the Fast Track Partner program today! Education, Guidance, and Career Growth opportunities abound at New York Life. Benefit from a comprehensive three-year training program, marketing assistance, prospecting, and technical support. Collaborate with highly accomplished agents and managers to build a client base. Expect resources and continuous support from a Fortune 100 enterprise. - About New York Life: Recognized as one of the most robust and esteemed financial firms globally, New York Life boasts the highest financial strength ratings from leading agencies. For 65 consecutive years, we have led the Million Dollar Round Table, standing out as one of the "World's Most Admired Companies" by Fortune Magazine in 2019. Financial Advisors provide investment advisory services through Eagle Strategies LLC, and Registered Representatives offer securities through NYLIFE Securities LLC. We are an Equal Opportunity Employer and proud of our achievements and recognition in the industry. 1 - Full-time agents and their dependents enjoy benefits such as medical, dental, vision, long-term disability, and group-term life insurance. New York Life may adjust or discontinue benefit plans at any time. 2 - Source: Individual Third Party Ratings Reports as of 7/30/18. 3 - MDRT (Million Dollar Round Table) is widely recognized for excellence in life insurance sales achievement. SOURCE: MDRT as of 7/1/2019 4 - Based on revenue, New York Life ranks among the top in the insurance industry according to Fortune magazine's Fortune 500 list. NYL IS UNABLE TO SPONSOR WORK VISAS NOW OR IN THE FUTURE. Please be aware that while this position utilizes a hybrid model, three days a week are IN OFFICE, in NY, and this is not a remote position. Compensation: $130,000 - $160,000 yearly Responsibilities: • Learn the business as an Advisor, • Complete the Fast Track program, • Recruit, interview, and hire qualified financial professionals, • Coach, train, and develop your current team of advisors, • Build a team culture (hire and develop your advisors to maintain your team culture), • Continually grow and improve as a leader, • Recruit and develop your own team of financial professionals as an Associate Partner, • Complete the program requirements and join the management team as an associate partner, • Employ a comprehensive array of financial products and services, including life insurance, fixed and variable annuities, and mutual funds, when presenting clients with solutions, • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Executive or management experience, • Previously owned a business, • MBA or equivalent master's degree, • Experience working in sales is required, • Working knowledge of cultural markets is helpful, • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Required knowledge and experience working in the insurance or financial services field, • Multilingual professionals with Spanish, Portuguese, or other language proficiency are a bonusAbout Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: • Expert training, • Supportive management, • Extensive sales and marketing support, • Backed by over 175 years of experience

Job Description New York Life empowers you to steer your career path, offering the support of a top-tier Fortune 100 company renowned in the financial services sector. As the number one mutual life insurance company in the US with the highest financial strength ratings, New York Life equips you with an array of products to cater to the clients' financial and protection needs, including life insurance, annuities, and investment products through NYLIFE Securities LLC. Enjoy the freedom to operate your practice from over 100 national offices or a detached location, marketing under the New York Life brand or your own career name with a DBA, as well as the ability to partially work remotely. New York Life invests in your growth with dedicated product and developmental support teams, leading industry learning platforms, and opportunities for specialization in areas like Retirement Planning and Business Planning. Drive your income with commission-based compensation, with top agents earning significant incomes. Benefits for full-time agents include medical, dental, vision, retirement plans, Roth 401(k), etc. New York Life has been safeguarding families and helping clients achieve their financial objectives for over 175 years as a mutual company accountable to policyholders. New York Life operates from the concept of Agape or "love put into action," seeking to truly serve clients and their families. Recognized for financial strength and commitment to diversity, New York Life is an Equal Opportunity Employer dedicated to providing value and protection to millions of lives. Please be aware that while this position utilizes a hybrid model, three days a week are IN OFFICE, in NY, and this is not a remote position. Compensation: $117,359 average yearly minumum Responsibilities: • Recruit, interview, and hire qualified financial professionals, • Coach, train, and develop your current team of advisors, • Build your own team, • Create and maintain a team culture (hire and develop your advisors to maintain your team culture), • Continually grow and improve as a leader, • Employ a comprehensive array of financial products and services, including life insurance, fixed and variable annuities, and mutual funds, when presenting clients with solutions, • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Deliver outstanding customer service to current clients, meticulously tracking all communications, strategies, and financial advice provided, • Executive or management experience, • Previously owned a business, • Business-minded background or experience, • MBA or equivalent master's degree, • Previous insurance industry experience, • Spanish, Portuguese, or other language fluency is beneficial, • Working knowledge of cultural markets is helpful, • Experience working in sales is required, • Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional, • Hold a variety of FINRA licensesAbout Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: • Expert training, • Supportive management, • Extensive sales and marketing support, • Backed by over 175 years of experience

Job Description Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending. This career can offer many benefits, advantages and rewards that many jobs simply cannot provide. At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work life blending, a sense of ownership and pride that comes with the opportunity to build a business for yourself, but not by yourself. As we continue in our successful growth, already an established industry leader, we are looking for: · self-motivated, driven and ambitious entrepreneurial individuals who want to seize the opportunity to build a significant, sustainable financial services practice, and · be willing to put in the effort, commitment and work ethic to realize their goals · while achieving this through a greater good, who genuinely want the ability to bring peace of mind and financial security to others. Could this be you? Our local agency offers a unique business model with top leadership combining to have over 175 years of industry experience. · Turnkey marketing programs to help you launch and build your business · Extensive training and ongoing education through a varied curriculum, to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, Hoopis Performance Network and ongoing education opportunities through the American College. · Support: locally for all areas of your practice, together with the backing and resources of a Fortune 500® company, and third largest broker dealer. · Benefits* include: subsidized health insurance, 401k with match, cash balance pension plan, new advisor start up incentive based subsidy, competitive compensation, bonuses, monthly allowances. · Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we offer non-MassMutual solutions through Ash Brokerage and Crump platforms. Your Responsibilities Will Include: · building a client base, executing marketing strategies · conducting financial reviews and assessments, designing and implementing financial plans · collaborating with your fellow advisors and support team · learning industry fundamentals and moving into advanced markets and financial concepts · serving clients with care, compassion, and integrity Preferred Skills And Experience People from all walks have life and all ages have become successful financial advisors. So, we are always interested in talking with the individual who can share in our vision and our passion. However, some skills/experience that could prove beneficial for this career: · Bachelor’s degree or equivalent work experience · Life and Health Insurance license and/or Series 7 & 66. We will sponsor and subsidize licensing costs · A demonstrated track record of success and a commitment to self-improvement · A sense of accountability, results driven and revenue focused · 3 years plus experience as a full-time sales person preferred but not required · Desire for performance based compensation essential. · Outgoing personality with the ability to develop relationships and strong communication skills · Self-disciplined with ability to work autonomously but still be a team player · A strong network and active in the community · Customer service mentality with a strong code of personal ethics · Stable financial background Competitive compensation with full benefits and new advisor incentive based subsidies, plus bonuses. Additionally, you have the ability to earn recognition trips to great locations around the country and world! **FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. FORTUNE and Time, Inc. are not affiliated with, and do not endorse products or services of MassMutual.

Job Description Our client, a high-growth enterprise software company, is seeking a strategic and execution-focused Chief Operating Officer (COO) to join its executive leadership team. This newly created role will be responsible for translating the company’s vision into disciplined, scalable operations—building the infrastructure, processes, and teams that support product innovation, customer success, and sustainable growth. The COO will work closely with the CEO and executive team to lead day-to-day operations, drive cross-functional alignment, and ensure the company operates efficiently, profitably, and with excellence. This is a high-impact role for a seasoned operator with deep experience in enterprise software, SaaS, or platform-based businesses. For confidential consideration, please apply or email your resume to Dana Klier out of the Rochester, NY Robert Half office. Key Responsibilities Strategic & Operational Leadership • Develop and implement operating plans that align with strategic goals and drive measurable outcomes., • Oversee core business functions including Product Delivery, Engineering Operations, Customer Success, and GTM execution., • Build and refine scalable systems, processes, and teams to support rapid growth and operational maturity., • Partner with Finance to manage P& L, budgeting, forecasting, and resource planning., • Use data and analytics to identify opportunities for margin improvement, cost optimization, and ROI enhancement., • Ensure operational compliance with industry regulations, data privacy standards, and contractual obligations., • Foster a culture of accountability, collaboration, and innovation across all teams., • Support leadership development, succession planning, and organizational health in partnership with HR., • Act as a connector across Product, Engineering, Sales, Marketing, HR, and Finance to ensure coordinated execution., • Partner with product and engineering leaders to align operational priorities with roadmap delivery., • Present operational updates, risk assessments, and strategic recommendations to the Board., • Lead through industry shifts, organizational change, and scaling transitions with clarity and confidence. Experience & Qualifications • 10+ years of senior operational leadership experience in enterprise software, SaaS, or platform-based businesses., • Proven success managing P& L and driving profitable growth in high-growth or transformation environments., • Strong financial and analytical acumen; adept at forecasting, KPI development, and data-driven decision-making., • Demonstrated ability to build and scale teams, systems, and processes without compromising agility., • Deep understanding of software development lifecycles, infrastructure operations, and customer delivery models., • Excellent communicator with executive presence and board-level experience., • Bachelor’s degree required; MBA or advanced degree preferred.

Job Description Financial Professional / Financial Advisor As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given the flexibility to build your own practice while receiving support and guidance from our firm's exceptional network of financial specialists, training programs and mentors. Requirements: • Candidate must be an excellent communicator with strong verbal and written skills, • Prior sales and/or business experience preferred, • Entrepreneurial mindset, • Strong desire to help others, • Build their career with significant income potential, • Compensation you control and a competitive benefits package, • Personalized and comprehensive training and support, • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards Company DescriptionFounded in 1851 in Springfield, MA and since 1887 in Western New York, we have offered financial strategies to help in planning for death, disability and retirement. Our trained professionals have expertise in creating financial strategies backed by a wide range of product offerings and services, including life, disability income, long term care and business insurance; annuities; retirement and college saving strategies; mutual funds and a wide array of other investments; estate analysis; employee, executive benefit programs and financial planning. "Live Mutual"Founded in 1851 in Springfield, MA and since 1887 in Western New York, we have offered financial strategies to help in planning for death, disability and retirement. Our trained professionals have expertise in creating financial strategies backed by a wide range of product offerings and services, including life, disability income, long term care and business insurance; annuities; retirement and college saving strategies; mutual funds and a wide array of other investments; estate analysis; employee, executive benefit programs and financial planning.\r\n\r\n"Live Mutual"

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $113,500 at plan earnings Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needsQualifications:, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Excellent networking & people skills to continually build & cultivate new relationships in the communityAbout Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients.

Job Description We are looking for a Financial Planning & Analysis Manager to lead and enhance our financial planning and reporting efforts. In this role, you will work closely with senior leadership and business units to analyze financial results, identify growth opportunities, and ensure alignment with organizational goals. This position is pivotal in driving the annual budgeting process, monthly forecasting, and performance tracking to support long-term success. For confidential consideration, please apply or email your resume to Dana Klier out of the Rochester, NY Robert Half office. Responsibilities: • Serve as a trusted financial advisor to business leaders, providing insights and support for strategic decision-making., • Oversee the preparation and submission of the annual budget, ensuring accuracy and alignment with organizational objectives., • Implement and manage a monthly forecasting process to deliver clear and actionable financial projections., • Analyze financial data to create comprehensive reports and effectively communicate results to stakeholders., • Develop tools to monitor branch and department performance against budget and forecast, identifying areas for improvement., • Collaborate across departments to advise on margin optimization and operational expense efficiencies., • Track and report on productivity, profitability, and key performance indicators to support organizational goals., • Provide regular updates to senior leadership on financial risks and opportunities, promoting informed decision-making., • Lead the financial close process by reviewing work-in-progress jobs and approving revenue postings., • Build strong relationships with branch leaders to facilitate discussions on profitability and forecast optimization., • Bachelor's degree in Finance, Accounting, Economics, or a related field; a Master's degree is preferred., • Minimum of 5 years of experience in Financial Planning and Analysis., • Proficiency in Microsoft Excel, business intelligence tools, and Dynamics AX., • Strong interpersonal skills with the ability to deliver people-focused service., • Demonstrated ability to work independently and collaboratively within a team environment., • Proven experience in providing constructive performance feedback and conducting staff appraisals., • CPA certification is preferred but not required., • Supervisory experience managing financial planning teams is highly desirable.

Job Description 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. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Forms of Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-AS1 Powered by JazzHR GvrUFxszMT

Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Assist seasoned financial advisor(s) in working with clients to help them achieve their fin

Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. A

Within the Office of Financial Solutions, the Financial Solutions Advisor (FSA) actively partners with learners and develops long term funding plans for their education, helping to remove financial obstacles to academic success. The Office of Financial Solutions at the University of Maryland Global

Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.

The Advisor Services & Support Associate will drive engagement with financial advisors by providing front-end onboarding and back-end placement support, while ensuring a high-touch, service-driven experience for all stakeholders. Advisor Services & Support Associate. This role plays a critical part

Keywords: tax preparation, TurboTax, tax advisor, seasonal tax expert, tax software support, IRS tax filing, tax planning, community engagement, tax refund optimization, financial advice. Senior Tax Professional - 2 Yrs Paid Tax Experience Required at Intuit summary: The Senior Tax Professional serv

Job Description Looking for a talented and driven Financial Professional to join our rapidly growing team in Rochester, NY. As a Financial Professional, your role will involve offering financial advice and tailored solutions to support clients in reaching their financial goals. If you thrive on interacting with people, possess a business mindset, and derive satisfaction from assisting others, then this opportunity is right for you. Joining New York Life enables you to leverage these abilities to establish a thriving practice of your own. Moreover, our team is fully committed to your success, providing comprehensive training, knowledge, and assistance to empower you in establishing your practice as a licensed financial professional. About NYL - Rochester Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: • Expert training, • Supportive management, • Extensive sales and marketing support, • Backed by over 175 years of experience Please be aware that while this position utilizes a hybrid model, three days a week are IN OFFICE, in NY, and this is not a remote position. Compensation: $90,000 - $120,000 at plan yearly Responsibilities: • Develop personalized financial plans for clients based on potential life changes and evolving financial requirements, • Continuously seek out and engage with new prospects to establish strong, trusted relationships as their dedicated advisor, • Gather and analyze each client’s financial information to evaluate their financial status, goals, cash flow, and expectations, • Educate clients about how to make the best financial decisions for their family, • Deliver outstanding customer service to current clients, meticulously tracking all communications, strategies, and financial advice provided, • Assist individuals in implementing various financial recommendations, including life insurance, mutual funds, savings plans, and other financial products tailored to their needsQualifications:, • Strong interpersonal skills to develop and maintain relationships through effective communication, • Superior relationship skills, communication skills, and customer service skills are necessary, • Demonstrated business-minded drive with a passion for autonomy in managing your practice, • Openness to coaching and continuous learning for professional and personal development, • Relevant knowledge of the financial industry, financial products, and best practices is preferred, • Sales and finance experience is beneficial but not mandatory, • Ability to pass licensing exams, • Experience in sales & finance is helpful but not required About Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: • Expert training, • Supportive management, • Extensive sales and marketing support, • Backed by over 175 years of experience

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Private Client Financial Advisors (PCFAs). Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Provides financial planning services by advising the cus

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivers a diversified set of brokerage, investment and

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivers a diversified set of brokerage, investment and

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Private Client Financial Advisors (PCFAs). Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Northwell Health - 400 East Main Street [Medical Office Assistant] As a Receptionist at Northwell Health, you'll: Perform a variety of duties relative to admission, discharge and/or transfer of patients; Perform a variety of clerical duties required to maintain accurate charts; Perform a variety of

Accountemps - JobID: 02960-0013327932-usen [ Accountemps' industry expertise will help you find positions well-matched to your unique skill set and requirements.Above all, we want to help you find a job that makes you happy and allows you to thrive while ensuring you top pay, great benefits and free

Customer Support / Remote] - Anywhere in U.Competitive pay - As a Customer Service Rep at Neighborhoods.Address customer inquiries and concerns in a timely and professional manner; Provide accurate and thorough information about our products and services; Listen attentively to customer needs and con

Inside Sales Representative : J.Join a growing family run business! Having fun while working hard is our nature.Position Requirements & Job Description:.Individual with knowledge of power tools, construction hand tools, safety equipment, abrasives, fasteners, fall protection, chemicals, masonry prod

Customer Support / Remote] - Anywhere in U.Competitive pay - As a Customer Service Rep at Neighborhoods.Address customer inquiries and concerns in a timely and professional manner; Provide accurate and thorough information about our products and services; Listen attentively to customer needs and con

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at OneTouch Direct, you will: Respond to customer inquiries and concerns in a timely and professional manner; Provide accurate information and solutions to customer issues; Maint

Customer Support / Remote] - Anywhere in U.Competitive pay - As a Customer Service Rep at Neighborhoods.Address customer inquiries and concerns in a timely and professional manner; Provide accurate and thorough information about our products and services; Listen attentively to customer needs and con

Spectrum - JobID: 87336188000 [Customer Service Representative] As a Customer Service Rep at Spectrum, you'll: Provide over-the-phone internet and phone support and repair services to keep people connected; Use advanced diagnostic tools to help you address technical inquiries and get services runnin

Customer Support / Remote] - Anywhere in U.Competitive pay - As a Customer Service Rep at Neighborhoods.Address customer inquiries and concerns in a timely and professional manner; Provide accurate and thorough information about our products and services; Listen attentively to customer needs and con

Call Center / Remote] - Anywhere in U.Competitive pay / Health, dental & vision / 401k matching / PTO - As a Customer Service Rep at Beyond Finance, you will: Assist customers with inquiries and complaints via phone, email, and chat: Provide excellent customer service by actively listening, showing

Customer Support / Remote] - Anywhere in U.Competitive pay / Health, dental & vision / 401k match / PTO - As a Customer Service Rep at Diana Health, you will: Answer and triage incoming phone calls and app messages from our current patients; Provide excellent customer service by addressing inquiries

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at OneTouch Direct, you will: Respond to customer inquiries and concerns in a timely and professional manner; Provide accurate information and solutions to customer issues; Maint

Customer Support / Remote] - Anywhere in U.Competitive pay / Health, dental & vision / 401k match / PTO - As a Customer Service Rep at Diana Health, you will: Answer and triage incoming phone calls and app messages from our current patients; Provide excellent customer service by addressing inquiries

Customer Support / Remote] - Anywhere in U.Competitive pay - As a Customer Service Rep at Neighborhoods.Address customer inquiries and concerns in a timely and professional manner; Provide accurate and thorough information about our products and services; Listen attentively to customer needs and con

The Project Manager has full authority and responsibility as the leader of project teams for the management, administration, and safety of assigned projects.The Project Manager will be assigned projects by the project executive or regional SBU Leader of the appropriate SBU and reports to the appropr