Financial planner jobs in Rochester, New YorkCreate job alerts

Job DescriptionExecutive Wealth Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 20% of the most profitable and/or complicated clients in the firm and the remaining 80% developing new client relationships. They are responsible for overseeing the top tier clients who generate a significant amount of revenue for the firm and identifying markets and other potential clients to bring into the firm. A portable book of existing clients is preferred. What you'll do:Conduct all Get to Know meetings Maximize all new business development opportunities Manage top 20% of the team’s client reviews. Dedicate at least 80% of time in business development. Work with management team on improving client/prospect experience. Manage & develop Lead and Associate Advisors. Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm. Serves on investment management committee or helps determine firm investment strategies for clients. Experience you'll need:A bachelor's degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is required. A portable book of existing clients is preferred. 10 years experience in financial planning, investment management, or a related field. Key BenefitsGenerous continuing education support 100% company paid employee only premiums for Health, Dental & Vision Coverage 4% Company 401k match, 100% vested

Job Description Role: Technical Lead (JDA - Transportation Management System) Location: Rochester, NY Duration: 6+ months Rate: $market All Inclusive Job Description: • Experience on JDA Transportation suite of applications – JDA Transportation Manager/Transportation Planner as a techno functional consultant and expertise in Oracle SQL, PL/SQL., • Possessing solid experience in JDA TMS versions 8.1/2016/2017.2/2018 and full understanding of JDA TM/TP workflows (Operational and Financial cycles), • Sound Understanding of JDA TMS/TP technical architecture and its implementation., • Having good knowledge on JDA TMS ABPP modules like Freight Auction / Accrual Chain / Optimization Cockpit., • Good problem solving skills. Have worked on several functional/technical issues in JDA via JDA cases and consultation with JDA vendor support for any product related issues., • Experience in Incident Management/Change Management and providing Production Support for JDA TMS/TP critical issues and production errors., • Experience in JDA patch installations.