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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 Join us where your expertise as a Financial Consultant will make a lasting impact. You'll work closely with clients to design and implement strategies that meet their financial goals, backed by our commitment to doing good and providing stability. With over 175 years of experience, we offer a solid foundation for your career, complete with comprehensive support, extensive training, and the resources you need to thrive. You'll be part of a team that values innovation and personal growth, empowering you to build meaningful relationships and offer tailored financial solutions. If you're eager to develop your career in financial services and make a difference in clients' lives, we invite you to apply and embark on this rewarding journey with us. Compensation: $75,000+ at plan with benefits Responsibilities: • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives, • Customize financial plans for each client based on potential life changes and changing financial needs, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Qualifications: • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Strong interest in financial planning and investment management, • Excellent interpersonal and communication skills, • Sales experience or customer service background, • Willing to study and obtain a Life Insurance license, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job DescriptionBenefits: • 401(k) matching, • Vision insurance, • 401(k), • Health insurance, • Paid time off Company Description The Legend Group, acquired by Lincoln Investment in 2017, is a full-service broker-dealer and registered investment adviser. Lincoln Investment is dedicated to helping individuals and families achieve long-term financial security through expert guidance from independent financial professionals and a wide array of tailored investment choices. Our mission is to support the financial well-being of our clients as they navigate life's important milestones. With a foundation rooted in integrity and excellence, we strive to provide comprehensive solutions for our clients financial goals. Job Description Administrative Assistant/Financial Sales Assistant The Legend Group, an established and growing financial services firm located in Buffalo, NY, is seeking an assistant with excellent administrative skills who desires to support our clients and team of financial advisors. We are looking for a passionate individual that will deliver an exceptional experience for our clients while supporting our team of advisors. Responsibilities: Client Service • Ability to provide excellent customer service contact/client facing experience, • Perform general administrative duties including, but not limited to, answering phones, filing, processing mail, scheduling meetings and other responsibilities that support the company, • Maintain information in the company CRM database, including, but not limited to, entering new contacts and/or companies, creating groups and/or running reports and creating workflow efficienciesAdvisor Support, • Prepare advisors for client and prospect meetings on an ongoing basis. Gather and prepare for use all necessary presentation and sales materials, compile meeting agendas, performance reports and account applications, • Onboard new clients including the set-up of accounts, recurring money movements, online access, and the scheduling of the ongoing account review cycle, • Proactively work to ensure all advisor client follow-up and associated tasks are completed; create workflow in CRM system to track all outstanding follow-up tasks to be reviewed regularly with each advisorQualifications:, • Minimum two years of experience in sales/administrative support (preferably in Financial Planning), • Knowledge of Company products and services, • Computer experience: Microsoft Office Suite, including Excel, • Proven ability to meet deadlines as well as effectively identify and solve problems, • Strong time management, organizational skills; able to effectively prioritize/multi-task, • Ability to work independently as well as cohesively with advisors and team members, • Must maintain a high level of confidentiality and have a client-focused, helpful attitude, • Superior Communication skills Communicates courteously, professional, and effectively in a variety of ways with diverse audience, including use of good grammar, • Energetic and results-oriented, • FINRA Series 6 or 7 license preferred but not required, • Job Type: Full-time, • Salary: Negotiable depending on experienceSend resume to mhanavan@lincolninvestment.com '

Job DescriptionInfomatics is partnered with large Space & Defense Manufacturer that is looking to hire an IT Relationship Manager near Buffalo, NY. As the IT Relationship Manager, you’ll have the overall responsibility to serve as the strategic interface with assigned business units and/or functional areas for the purpose of business technology strategy development, solution discovery, service management, risk management and relationship management. You will be the business relationship link between business units or functional areas and IT and helps shape and guide Key IT Initiatives. This includes… • Communicating critical decisions, priorities and project information to facilitate the relationships between the functional areas and IT., • Proactively advise on technology risks and opportunities to build systems of the future, support competitive advantage and improve efficiency and effectiveness., • Partner with functional leadership and other stakeholders to define and prioritize opportunities., • Having a working understanding of how to articulate appropriate criteria for investment in a project (e.g. ROI, productivity, security, compliance)., • A successful IT Business Partner will strive to be a “trusted advisor,” and serves as the primary IT point of contact for managers and stakeholders of the assigned functions or business units. You will support in delivering technology products that meet the needs of the business and support strategic initiatives and planning activities. Here is what you can expect in this role:The IT Relationship Manager position is responsible for understanding Space & Defense and Enterprise IT functional strategies and how they support business strategy in order to identify and effectively communicate ways to use technology to help achieve strategic goals. The role will be a key partner for the Power & Data Sector to connect with IT services originating locally, at group level, or corporate level.Background & Experience Required:, • Must have at least a Bachelor’s degree and 7 years of related experience managing relationships in a technical environment., • IT/Technical background – Experience in ERP, PLM, MES and/or engineering applications., • Ability to build a consensus of opinion and influence strongly help opinions, • The ability to explain concepts clearly to a variety of stakeholders in a variety of topics, • Knowledge of engineering & manufacturing processes, • This position requires access to US export-controlled information.What’s in it for you? Great work environment.Flexible Planned Vacation – no minimum or maximum number of days offOutstanding Health BenefitsGenerous 401K company contribution and match

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities Summary The Client Service Manager (CSM) serves as the primary operational and relationship support contact for clients and advisors. This role ensures an exceptional client experience by coordinating account servicing, onboarding, compliance documentation, and ongoing administrative support while partnering closely with Financial Advisors and Portfolio Managers. The ideal candidate is detail-oriented, proactive, and highly client-focused, with experience in wealth management or financial services. Key Responsibilities Client Relationship Support • Serve as day-to-day contact for client service requests, • Facilitate account openings, transfers (ACATs), and asset movements, • Coordinate meeting preparation and follow-up, • Maintain accurate client records in CRM, • Assist in client onboarding and periodic reviews Account Administration • Prepare and process new account paperwork, • Monitor account documentation for compliance completeness, • Coordinate with custodians (e.g., Schwab, Fidelity, Pershing), • Track money movements and ensure timely execution, • Support tax document delivery and reporting inquiries Advisor Support • Prepare performance reports and portfolio summaries, • Assist with proposal generation and financial planning coordination, • Support trading operations as needed, • Help implement planning-driven portfolio changes Compliance & Risk Management • Ensure adherence to SEC/State RIA regulations, • Maintain documentation standards, • Support audit and compliance reviews, • Monitor suitability and client profile updates Operations & Process Improvement • Identify workflow efficiencies, • Maintain standardized service procedures, • Participate in system upgrades and CRM optimization Qualifications Required • 3–7 years experience in RIA, wealth management, or brokerage firm, • Strong knowledge of custodial platforms and account paperwork, • Familiarity with CRM systems (Redtail, Salesforce, Wealthbox), • Excellent organizational and communication skills, • High attention to detail Preferred • Series 65 or willingness to obtain, • Bachelor’s degree in Finance, Business, or related field, • Experience supporting high-net-worth or retirement-income clients, • Working knowledge of financial planning software (eMoney, MoneyGuidePro) Core Competencies • Client-first mindset, • Operational precision, • Confidentiality & discretion, • Strong follow-through, • Team collaboration

Under this model Financial Advisors are not employees of LPL Financial. This employment opportunity at M&T Bank in Buffalo, NY would allow you to join the Investment Program at M&T Bank as an Associate Financial Advisor associated with LPL Financial. As an advisor associated with LPL Financial, you

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Bank Of America Financial Advisor. Work

Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client's best interest in mind. Serves as an advisor

CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Works with Investment Advisors, Fiduciary Advisors, Communit

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

Investment Strategy & Advisory. Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies. Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts.

PetSmart does Anything for Pets – JOIN OUR TEAM!.Retail Sales Associate Full Time.At PetSmart, Anything for Pets begins with our people.Every associate plays a vital role in creating meaningful experiences for pets and their families, and we empower our teams with the tools, resources, and opportu

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

This role requires the ability to work lawfully in the U.CUSTOMER SERVICE REPRESENTATIVE $20/HOUR.IN-OFFICE POSITION-Cheektowaga, NY.EVENING AND WEEKEND AVAILABILITY REQUIRED.Next Start Date: Monday, June 22nd, 2026.Training Schedule: Sunday-Thursday 11:00AM - 7:30PM.Are you a tech-savvy problem sol

This role requires the ability to work lawfully in the U.CUSTOMER SERVICE REPRESENTATIVE $20/HOUR.IN-OFFICE POSITION-Cheektowaga, NY.EVENING AND WEEKEND AVAILABILITY REQUIRED.Next Start Date: Monday, June 22nd, 2026.Training Schedule: Sunday-Thursday 11:00AM - 7:30PM.Are you a tech-savvy problem sol

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

OnTrac - 2450 Walden Avenue - Responsibilities: Train and guide Package Handlers, providing hands-on demonstrations and ongoing performance feedback; Oversee package handling, sorting, and inspection processes to ensure accuracy, prevent damage, and avoid misroutes; Monitor equipment functionality,

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

This role requires the ability to work lawfully in the U.Imagine making a real difference for customers by guiding them through Spectrum's Community Solutions products and services.If you thrive on solving problems and enjoy helping others, this customer service role offers an opportunity to build l

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

FedEx - - Responsibilities: Load, unload, and sort packages; Operate in a fast-paced warehouse environment; Work one shift a day for part-time staff or two shifts for full-time staff; Overtime paid after 40 hours a week; Maintain safety and efficiency in order processing.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists