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Job Description POSITION: Associate Advisor, Wealth Management TYPE: Full time, Salary LOCATION: Utica, NY SUMMARY: Are you passionate about helping people achieve their financial goals? Do you enjoy working with people who share your commitment to quality, excellence, and professional growth? Our client, Strategic Financial Services is looking for motivated professionals who have an interest in a career in financial services and 2-3 years of demonstrated success in a professional environment. The team is growing and investing in new members who will play a supportive role in client and advisory activities. There is tremendous opportunity for growth in this role, along with competitive compensation, benefits, and PTO. The company was recently named the #1 Place to Work for Financial Advisers by InvestmentNews! FIRM VALUES: • Client Service: Day-to-day primary/backup contact for clients/prospects and primary back-up to lead and senior advisors. Serve as liaison between client service and advisor team / end client. Coordinate key tasks with professional partners outside of Strategic (attorneys, CPAs, insurance providers, etc). No primary relationship management responsibility., • Investment and Financial Plan Execution: Coordinates/Executes/Implements recommendations for client financial plans and investments., • Follow-Up/To- Dos: Timely completion and coordination of action items internally with proper inputs communicated to team members when delegated., • Operational: Working knowledge of the firm's financial planning tech, client facing technology, performance reporting, and CRM systems., • Financial Planning: Basic knowledge of key financial planning areas (Risk Management, Tax, Estate, Retirement, Education and Business)., • Investments/Market: Basic knowledge of securities markets, global economics, portfolio construction and informed on market conditions and news events, and their implications for investors., • Industry: Basic understanding of key trends in financial planning and legislative changes., • Communication: Good written, verbal and presentation skills. Demonstrated ability to listen, ask good questions, identify opportunities, resolve conflicts, educate, and coach clients., • Administrative: Ability to coordinate key tasks with professional partners outside of Strategic (Estate, Tax, Insurance, etc.), • Bachelor’s degree (preferably in business, accounting, finance, economics, education, or related experience), • Experience in financial services industry (preferred but not required…several of our best teammates changed careers!), • Continuously exhibits personal integrity and professional initiative., • Reliable, follows through on commitments, does not shrink from new challenges., • Possesses a passion to help new and existing clients., • Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software; previous experience with Salesforce and/or Orion preferred., • Must be organized, detail-oriented and able to multitask., • Demonstrates a commitment to accuracy by delivering high quality work., • Excellent written and verbal communication., • Collaborative and able to work effectively with others., • Flexible team player who is highly adaptable to change and open to new ideas., • Demonstrated ability to work successfully in an entrepreneurial, small company environment., • Opportunity to make an impact on client’s lifelong financial goals., • Supportive leadership team dedicated to our culture of learning and professional development., • Career mapping and mentorship, • Opportunity to grow personally and professionally, • Competitive salary and health benefits, • 401K, • Paid time off BASE SALARY RANGE: $52,000-$71,500 plus performance-based Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.

Job Description Call Center Representative Full Time - Position is 100% on site New York Mills, NY, US The Fountainhead Group is looking for a Call Center Representative to join our FGI Family and support as a member of the Customer Service Team. Your role as a Call Center Representative will be handling FGI customer orders from start to finish. You will make sure that the orders are accurate and delivered on schedule. You will also address any problems that may arise along the way and find solutions quickly and efficiently. About Us: The Fountainhead Group is a family-owned and operated company, dedicated to the success and longevity of our business, our employees, and our community. For more than 130 years, FGI has been creating, innovating, and manufacturing liquid sprayer products for the world's top brands and retailers. From the first compressed air sprayer in 1888, we have dedicated ourselves to creating products that make our customer’s lives easier, expanding our offering to include the highest quality sprayer technology for both home and professional use. Across four manufacturing and distribution centers in Central New York, we’re committed to the betterment of our FGI Family of employees and our local community, supporting more than 350+ local nonprofits through our robust philanthropy and volunteer programs to ensure the success of our community for generations to come. What You’ll Do: The below describes a typical day as a member of our Customer Service Team. Your role as a call center representative involves: • Routing phone calls to the appropriate people, • Updating and sending various reports to National Sales Managers and Account Rep., • Tracking and reporting on freight deliveries from various carriers, • Managing and logging customer issues and provide customer with relevant documentation to handle their issue., • Writing up customer orders taken over the phone, • Editing all free replacement parts orders, • Fulfilling MSDS sheet requests from customers, • Pulling and adjusting EDI orders daily, • Confirming billing accuracy by comparing shipped and ordered quantities, • Pulling Home Depot routing through Transplace and forwarding to shipping, • Handling Customer Specific EDI transactions sets (ASN’s and 810 invoicing), • Settling credit card transactions, • Attending trade shows when needed and available, • Contacting accounts to resolve issues and/or promote sales, • Helping with planning sales meetings, presentations, and show preparation, • Mailing out invoices, • Interacting with FGI customers via phone and email, • You have a high school diploma or equivalent, and some experience working in customer support or a related field., • You are comfortable using computers and various software applications, such as ERP, email, and Microsoft products., • You have excellent communication skills, both written and verbal, and can convey information clearly and effectively., • You are creative and competent in solving problems and finding solutions that meet customer needs and expectations., • You are punctual, consistent, and responsible in managing your time and tasks, and can work independently or as part of a team., • You are inquisitive and eager to learn new things and expand your knowledge of the company and its products or services., • You are adaptable and flexible in handling different situations and customer personalities, and can cope with stress and pressure., • You are optimistic and positive in your attitude and outlook, and can inspire confidence and trust in customers and colleagues. Medical Dental Paid Vacation Holiday Pay 401k with employer match up to 2% Tuition Reimbursement Health Reimbursement Account (HRA) Flexible Spending Account (FSA) Employer paid Life Insurance Employee paid Voluntary Life and Short Term Disability Coverage Company Website To learn more about our company culture and commitment to the local community, visit the “Community” page of our website and be sure to follow our Facebook account for exciting updates and events!