Financial planner jobs in Rochester, NYCreate job alerts

Job Description Insero Talent Solutions is recruiting a Tax Manager/Wealth Manager for a comprehensive financial planning and wealth management firm specializing in retirement income planning, with a particular focus in advanced tax planning. Services include: • Financial Planning, • Portfolio Management, • Tax Preparation, • Risk Management We will provide training in financial planning and portfolio management and sponsor you for the necessary licenses. We expect that you will begin the program of study and pursue certification as a Certified Financial Planner®. Compensation will include salary and incentive bonus with the opportunity for equity partnership after achieving the CFP. Requirements Certified Public Accountant Two years' tax experience

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.

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.

Financial Planner Job Duties: Provide financial planning and investment advisory services. Prepare financial policy and procedure documentation. Identify financial process improvement.

Financial Planner Job Duties: Provide financial planning and investment advisory services. Prepare financial policy and procedure documentation. Identify financial process improvement.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Financial Planner Job Duties: Provide financial planning and investment advisory services. Prepare financial policy and procedure documentation. Identify financial process improvement.

No CDL needed / No commercial drivers license.DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Responsible for performing financial and business performance analysis.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

May be responsible for performing financial and business performance analysis.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Analyzes complex business problems and issues using data from internal and external sources to provide insight to decision-makers.Identifies and interprets trends and patterns in datasets to locate influences.Constructs forecasts, recommendations and strategic/tactical plans based on business data a

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

This position is responsible for providing to Commercial Equipment Finance origination request, customer services, reporting, post-closing to sales representative across the footprint and its internal partners.Coordinate with the Equipment Finance Representatives (EFRs) and supported Bank regions wi

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Analyzes complex business problems and issues using data (SQL and advanced Excel functions) from internal and external sources to provide insight to decision-makers.Identifies and interprets trends and patterns in datasets to locate influences.Constructs forecasts, recommendations and strategic/tact

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

At MVP Health Care, we're on a mission to create a healthier future for everyone - which requires innovative thinking and continuous improvement.To achieve this, we're looking for a Technical Business Analyst Encounter Data Integrity & Delivery to join #TeamMVP.If you have a passion for Data reconci

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Analyzes complex business problems and issues using data from internal and external sources to provide insight to decision-makers.Identifies and interprets trends and patterns in datasets to locate influences.Constructs forecasts, recommendations and strategic/tactical plans based on business data a

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Interfaces with the customer in developing requirements for major projects of considerable complexity; prepares system design specifications; conducts research to resolve customer initiated issues related to core systems processing; and coordinates and manages project teams in the development of lar

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

A dedicated financial professional focused on delivering exceptional client service. Conduct client meetings and develop personalized financial strategies. Minimum 5 years of experience in wealth management or financial planning.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. On your path to becoming a financial advisor, you start as a financial

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Analyzes complex business problems and issues using data from internal and external sources to provide insight to decision-makers.Identifies and interprets trends and patterns in datasets to locate influences.Constructs forecasts, recommendations and strategic/tactical plans based on business data a

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

Regeneron is currently looking for a Principal Business Analyst to join our Process Data Management team in Process Sciences.Process Data Management supports the Manufacturing and Process Sciences departments through monitoring of manufacturing process performance, performing data analyses, and usin

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

At Aleut Federal, we believe the company and its mission is just as important as the job you are applying for.Aleut Federal is an Alaskan Native-owned enterprise whose purpose is to support our "Shareholders," the Unangax, the indigenous people of the Aleutian Islands of Alaska.People are at the cor

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

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.

We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Health Insurance, y Renters Insurance.

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).

Enhance the ALDI customer shopping experience in a collaborative team environment as an ALDI Cashier or Stocker.As a member of our team, you’ll be operating the registers or other machinery, stocking our shelves, keeping our stores looking their best, and serving our customers.Start a job that off

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.

Take your CDL-A career further!.Our drivers work hard to move, supply, and provide for America's favorite brands.Being reliable and dedicated to safety has defined our success as an industry leader for 130+ years.Join McLane and discover the driving difference-we provide you with industry-leading pa

Enhance the ALDI customer shopping experience in a collaborative team environment as an ALDI Cashier or Stocker.As a member of our team, you’ll be operating the registers or other machinery, stocking our shelves, keeping our stores looking their best, and serving our customers.Start a job that off

Customer Service Representative:.In this position you will be the face representing our company culture.It is imperative that you are a friendly and positive person by nature.The Customer Service Representative position requires high-level customer service, communication, and organization.Must be ab

Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Responsible for servicing and/or processing financial and administrative transactions during the policy

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, and Renters Insuran

Minimal weekday hours required (join for weekends only!).Competitive hourly pay rates & team bonus.Additional terms and conditions apply.At David's Bridal, we empower our customers and our employees to stay true to their dreams and find the one, whether that means the wedding dress that matches a pe

Take your CDL-A career further!.Our drivers work hard to move, supply, and provide for America's favorite brands.Being reliable and dedicated to safety has defined our success as an industry leader for 130+ years.Join McLane and discover the driving difference-we provide you with industry-leading pa

No experience requited, hiring immediately, appy now.Hiring now with no experience required.Great benefits and promotions within.Full and part time positions available immediately.As a cashier at Walmart, you are more than just an 'item scanner.You play a major role in how our customers feel when th