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Job Description Senior Tax Advisor - Dental Practice Specialty Location: Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time About the Opportunity A growing boutique CPA firm focused on helping dental practice owners make smarter financial decisions, reduce tax exposure, and build long-term wealth. Our clients include dentists, orthodontists, oral surgeons, and other high-net-worth business owners who need more than annual compliance work - they need a proactive advisor who understands their business. This is a true advisory role for someone who enjoys both the technical side of tax and the client-facing side of helping business owners understand and act on strategy. The Role As a Senior Tax Advisor, you will serve as the primary tax advisor for a portfolio of dental practice and high-net-worth clients. You will lead proactive planning conversations, develop and present strategies, build projections, and coordinate internally to ensure recommendations are implemented effectively. This role is not centered around simply managing tax return production. The preparation team handles much of the compliance work so you can focus on strategy, relationships, planning opportunities, and delivering a high-level client experience. What You’ll Do Serve as the trusted tax advisor for a portfolio of dental practice and business-owner clients. Lead quarterly check-ins, mid-year planning discussions, and year-end tax strategy meetings. Build and present multi-year tax projections, scenario models, and tax-saving strategies. Review individual and business tax returns, projections, and related planning opportunities. Research and implement advanced tax strategies involving entity structure, owner compensation, retirement planning, equipment purchases, real estate, multi-state matters, and business transitions. Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial advisors, and bankers when needed. Stay current on tax law changes and proactively communicate relevant planning opportunities. Mentor tax staff and review analytical work completed by team members. Maintain strong client relationships through responsiveness, clear communication, and reliable follow-through. What We’re Looking For CPA required; EA with a Master of Taxation may also be considered. 5+ years of public accounting tax experience. Strong background in individual, business, and high-net-worth tax planning. Experience working with dental, medical, professional service, or closely held business clients is highly preferred. Comfortable leading client conversations and explaining complex tax concepts in a practical way. Strong technical tax research skills and the ability to identify planning opportunities. Organized, deadline-driven, and able to manage multiple client priorities. Strong written and verbal communication skills. Interest in growing as a tax advisor, mentor, and future leader within the firm. Why This Opportunity Stands Out Real advisory work rather than being buried in compliance production. Direct ownership of client relationships and planning conversations. Flexible remote or hybrid work environment. Busy season hours designed to stay around 50 hours per week. Base salary of $110,000-$130,000+ plus bonus potential. Health, dental, life insurance, 401(k), and paid time off. CPE, licensing fees, advanced tax strategy training, and continuing education support. Clear opportunity to grow into a Director, Practice Leader, or long-term ownership role. This is an excellent opportunity for a tax professional who wants to build deeper client relationships, become a more strategic advisor, and grow beyond the traditional public accounting track. Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. joey@solidrockrecruiting.com (605) 601-4597

Senior Family Office Advisor \n Are you an experienced CPA or senior tax professional who wants to move beyond compliance work and spend more of your career helping clients make smarter, more strategic financial decisions? StaffBuffalo is conducting a confidential search for a growing financial advisory organization seeking a Senior Family Office Advisor, offering a $150,000–$180,000 base salary, profit sharing, and a long-term opportunity to progress toward partnership. This is an exciting opportunity for someone who has built deep technical expertise in tax but is ready to apply that knowledge in a more consultative, relationship-driven environment. \n \n As the Senior Family Office Advisor, you'll work with high-net-worth families, business owners, outside CPAs, attorneys, investment professionals, and other advisors to coordinate complex tax and financial strategies. The emphasis is on value-added advisory work rather than tax compliance, understanding how businesses, trusts, investments, and personal financial decisions interact and helping clients identify opportunities for tax savings, stronger structures, and better long-term financial outcomes. The Senior Family Office Advisor will manage strategic projects, bring the right internal and external professionals into client engagements, and serve as a trusted point of coordination across sophisticated financial relationships. \n \n This is also a growth-oriented position. The Senior Family Office Advisor will help develop strategic partnerships and referral relationships, contribute to M&A and acquisition opportunities, and support the continued expansion of a growing family office platform. There are no formal people-management responsibilities initially, but you'll take ownership of projects and help coordinate team members and professional partners as engagements require. \n This is a hybrid position with flexibility based on location and business needs. Preference will be given to candidates throughout the Northeast and Midwest, including New York, Pennsylvania, Massachusetts, Connecticut, New Hampshire, Ohio, Virginia, North Carolina, South Carolina, and surrounding states. Candidates should also be comfortable with minimal travel, generally occurring monthly or quarterly depending on client and business needs. \n \n Key Responsibilities \n\n • Advise high-net-worth families and business owners on complex tax, financial, entity, trust, and business planning matters, with an emphasis on strategic value rather than compliance.\n, • Coordinate with outside CPAs, attorneys, investment professionals, and other advisors to develop and execute integrated client strategies.\n, • Review complex tax and financial matters to identify planning opportunities, potential tax savings, structural improvements, and value-added recommendations.\n, • Build trusted client relationships while managing strategic projects and coordinating the appropriate internal and external resources for each engagement.\n, • Develop professional referral relationships and strategic partnerships that support continued client and organizational growth.\n, • Contribute to mergers, acquisitions, and other growth initiatives by evaluating opportunities and helping integrate new relationships into the broader advisory platform.\n, • Support complex family office needs involving business ownership, trusts, investments, estate considerations, and multi-generational wealth planning.\n\n \n Qualifications \n\n • Bachelor's degree in Accounting, Finance, or a related discipline; advanced education is a plus.\n, • CPA strongly preferred, with significant tax and advisory expertise highly valued.\n, • Approximately 7+ years of progressive experience within public accounting, tax advisory, family office, private wealth, or a related professional services environment.\n, • Strong technical background in taxation, particularly involving high-net-worth individuals, business owners, trusts, pass-through entities, and complex planning matters.\n, • Experience providing strategic planning and advisory services beyond traditional tax preparation and compliance.\n, • Strong client-facing skills with the ability to explain complex financial and tax concepts clearly and confidently.\n, • Experience coordinating projects and collaborating across accountants, attorneys, financial advisors, and other professional partners.\n, • Growth-oriented mindset with an interest in developing referral relationships, identifying opportunities, and contributing to the expansion of the business.\n, • Existing professional relationships or demonstrated business development experience would be highly valued but are not required.\n\n Benefits \n\n • $150,000–$180,000 base salary, depending on experience\n, • Long-term Partner Track opportunity\n, • 5%–10% profit sharing\n, • 401(k) with Safe Harbor employer match\n, • Employer-paid individual health insurance\n, • Employer contribution toward family health insurance\n, • 60% Long-Term Disability coverage\n, • Minimal travel, generally monthly or quarterly as business needs require\n, • Opportunity to join a growing organization with continued team expansion and acquisition activity\n\n \n The advertised pay range represents what we believe, at the time of this posting, our client is willing to pay for this position. Compensation within the range will depend on experience, technical expertise, professional relationships, and the overall value a candidate can bring to the organization. \n StaffBuffalo is an Equal Opportunity Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, gender, gender identity or expression, marital status, physical or mental disability, military status, or unfavorable discharge from military service. \n #INDCPA

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 As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner., • Perform other related duties as assigned or directed. Ancillary Duties: • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associates degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • Valid driver license., • All applicants must be 18 years of age or older. Skills: • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associates degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • Must be able to consistently demonstrate the Company’s core values: Integrity, Excellence, Teamwork, and Humility Other: • This position requires National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Candidates who do not currently hold NMLS registration must be able to successfully obtain and maintain registration upon hire. Experience: • 3+ years of experience in a professional sales environment in financial services normally required. Training Program: As part of onboarding for the Mortgage Loan Consultant role, Community Bank provides exclusive access to MBA Education’s School of Loan Origination (SOLO). This instructor-led program offers a strong foundation in mortgage lending, including how to take accurate loan applications, evaluate credit, understand loan products and pricing, and structure transactions. The course also includes real-world case studies to build confidence and strategies to grow your business while serving your community. We want every new team member to feel properly trained, equipped, and confident to succeed in this important role.

Job Description Senior Family Office Advisor Are you an experienced CPA or senior tax professional who wants to move beyond compliance work and spend more of your career helping clients make smarter, more strategic financial decisions? StaffBuffalo is conducting a confidential search for a growing financial advisory organization seeking a Senior Family Office Advisor, offering a $150,000–$180,000 base salary, profit sharing, and a long-term opportunity to progress toward partnership. This is an exciting opportunity for someone who has built deep technical expertise in tax but is ready to apply that knowledge in a more consultative, relationship-driven environment. As the Senior Family Office Advisor, you'll work with high-net-worth families, business owners, outside CPAs, attorneys, investment professionals, and other advisors to coordinate complex tax and financial strategies. The emphasis is on value-added advisory work rather than tax compliance, understanding how businesses, trusts, investments, and personal financial decisions interact and helping clients identify opportunities for tax savings, stronger structures, and better long-term financial outcomes. The Senior Family Office Advisor will manage strategic projects, bring the right internal and external professionals into client engagements, and serve as a trusted point of coordination across sophisticated financial relationships. This is also a growth-oriented position. The Senior Family Office Advisor will help develop strategic partnerships and referral relationships, contribute to M&A and acquisition opportunities, and support the continued expansion of a growing family office platform. There are no formal people-management responsibilities initially, but you'll take ownership of projects and help coordinate team members and professional partners as engagements require. This is a hybrid position with flexibility based on location and business needs. Preference will be given to candidates throughout the Northeast and Midwest, including New York, Pennsylvania, Massachusetts, Connecticut, New Hampshire, Ohio, Virginia, North Carolina, South Carolina, and surrounding states. Candidates should also be comfortable with minimal travel, generally occurring monthly or quarterly depending on client and business needs. Key Responsibilities • Advise high-net-worth families and business owners on complex tax, financial, entity, trust, and business planning matters, with an emphasis on strategic value rather than compliance., • Coordinate with outside CPAs, attorneys, investment professionals, and other advisors to develop and execute integrated client strategies., • Review complex tax and financial matters to identify planning opportunities, potential tax savings, structural improvements, and value-added recommendations., • Build trusted client relationships while managing strategic projects and coordinating the appropriate internal and external resources for each engagement., • Develop professional referral relationships and strategic partnerships that support continued client and organizational growth., • Contribute to mergers, acquisitions, and other growth initiatives by evaluating opportunities and helping integrate new relationships into the broader advisory platform., • Support complex family office needs involving business ownership, trusts, investments, estate considerations, and multi-generational wealth planning. Qualifications • Bachelor's degree in Accounting, Finance, or a related discipline; advanced education is a plus., • CPA strongly preferred, with significant tax and advisory expertise highly valued., • Approximately 7+ years of progressive experience within public accounting, tax advisory, family office, private wealth, or a related professional services environment., • Strong technical background in taxation, particularly involving high-net-worth individuals, business owners, trusts, pass-through entities, and complex planning matters., • Experience providing strategic planning and advisory services beyond traditional tax preparation and compliance., • Strong client-facing skills with the ability to explain complex financial and tax concepts clearly and confidently., • Experience coordinating projects and collaborating across accountants, attorneys, financial advisors, and other professional partners., • Growth-oriented mindset with an interest in developing referral relationships, identifying opportunities, and contributing to the expansion of the business., • Existing professional relationships or demonstrated business development experience would be highly valued but are not required. Benefits • $150,000–$180,000 base salary, depending on experience, • Long-term Partner Track opportunity, • 5%–10% profit sharing, • 401(k) with Safe Harbor employer match, • Employer-paid individual health insurance, • Employer contribution toward family health insurance, • 60% Long-Term Disability coverage, • Minimal travel, generally monthly or quarterly as business needs require, • Opportunity to join a growing organization with continued team expansion and acquisition activity The advertised pay range represents what we believe at the time of this job posting that our client would be willing to pay for this position. Only in special circumstances, where a candidate has education, training, or experience that far exceeds the requirements for the position, would we consider paying higher than the stated range. StaffBuffalo is an Equal Opportunity Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, gender, gender identity or expression, marital status, physical or mental disability, military status, or unfavorable discharge from military service. #INDCPA

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. \n Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. \n This role is eligible for a $5,000 sign on bonus for candidates who are already fully licensed! Sign-on bonus eligibility applies to candidates who apply on or before September 30. \n \n This position is fully remote and offers competitive incentive compensation on top of the base pay. \n \n The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. \n \n In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. \n \n What You Will Do: \n\n • Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available.\n, • Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets.\n, • Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning.\n, • Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps.\n, • Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower. \n, • Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed. \n, • Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed. \n, • Deliver on bi-monthly sales and conversation targets to earn incentive compensation.\n, • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives.\n\n \n What You Will Bring: \n\n • FINRA Series 7, 63, and 65 (or 66) registrations required.\n, • 3+ years of financial industry experience with demonstrated sales success required.\n, • Exceptional listening, verbal, and presentation skills.\n, • In-depth understanding of retail investment vehicles and qualified retirement plans.\n, • FINRA fingerprinting required.\n\n \n What Will Set You Apart: \n\n • A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals.\n, • Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment.\n, • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations.\n, • Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values.\n, • Exceptional organizational and interpersonal skills with a working knowledge of retirement plans.\n\n \n \n *Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.* \n \n \n \n What we offer you \n \n We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. \n\n • Medical, dental, vision and life insurance\n, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup\n, • Tuition reimbursement up to $5,250/year\n, • Business-casual environment that includes the option to wear jeans\n, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year\n, • Paid volunteer time — 16 hours per calendar year\n, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)\n, • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.\n\n \n \n \n Base Salary Range $70,000.00 - $92,500.00\n \n The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. \n \n Equal opportunity employer • Drug-free workplace \n \n We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. \n \n \n *For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.* \n \n Job Posting End Date at 12:01 am on: 09-19-2026\n \n Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter. Workplace Flexibility: Remote - Nationwide\n

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Handling tax in such a large, sophisticated organization takes more than just a technical understanding of current tax practices. As a Real Estate Tax Senior Manager, we will look to you to apply your knowledge to a wide range of tax areas and processes, devising strategic outcomes to some very complex issues. In return, you can expect the support of some of engaging colleagues, as well as plenty of opportunities to progress your career. The opportunity Our tax function is constantly evolving, and it's here you'll find everything you need to grow as we do. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. Your key responsibilities There isn't an average day for a Real Estate Tax Senior Manager - so you're likely to spend your time on a variety of tax planning projects, responsibilities and tasks for a diverse client base. Whatever you're working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, you'll be leading teams and working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. Skills and attributes for success + Analyzing an evolving portfolio of increasingly complex tax operations to provide meaningful business insights. + Identifying potential opportunities and risks and communicating these to our clients. + Learning and researching current market trends, to maintain your credibility as a trusted advisor + Building client relationships and demonstrating your deep knowledge of the real estate, hospitality and construction industry. + Developing clear, intelligent plans and approaches to improve our clients' tax activities. + Researching our clients' business operations and building long-lasting relationships to tailor your advice to their specific needs. + Supervising a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential. To qualify for the role you must have + A bachelor's degree in Accounting, Finance, Business or a related discipline. + A CPA certification or be a member of a state bar. + CPA required for advancement + Seven to ten years' of real estate tax experience, within a professional services environment. + Extensive knowledge in a broad range of real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring. + Experience managing budgets, people and projects. + Business development within the market. + A proven record of excellence in a professional services or tax organization. + Technical writing and research experience in a tax context + The ability to prioritize when working on multiple complex projects. + Strong influencing skills, and the confidence to question existing processes. + Willingness to travel as needed, and working in a balanced hybrid environment What we look for We're interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You'll need strong software skills and the ability to handle complex data from multiple sources. If you're ready to further build on your reputation as a professional advisor, this role is for you. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $147,400 to $336,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $177,000 to $382,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training Get registered and licensed and learn how to be a financial advisor with the industry's top training program., • Salary for the first five years as you begin to build your practice., • A firm-provided branch office in the community., • Branch office support to help lighten the load so you can focus on your clients., • A support network that extends from your branch office to your region to the home office You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in., • A compensation package that includes opportunities for commissions, profit sharing and incentive travel., • The flexibility that you need to balance your personal and professional lives the best of both worlds., • A culture of continuous improvement and professional development. Key responsibilities include: • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results., • Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discovery of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Passion for new opportunities Can you see yourself • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice?, • Working in and positively impacting your local community? Skills/requirements candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • Professional and/or military career progression Licensing: • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000

Location:726 Exchange Street, Buffalo New YorkJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.Essential FunctionsActs as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.Develops a comprehensive understanding of the client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client’s goals in a financial plan.Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community.Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without noticeComplies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.EducationBachelor's Degree in business related field or equivalent work experience (preferred)Master's Degree in business related field (preferred)OR equivalent experience (required)Work Experience7 years of demonstrated sales and business development experience with proven results (required)Licenses and CertificationsFINRA License S7 () andFINRA License S66 (preferred) orFINRA License S63 () andFINRA License S65 (preferred)Certified Financial Planner (CFP) (preferred)Certified Investment Management Analyst (CIMA) (preferred)Certified Public Accountant (CPA) (preferred)Chartered Financial Analyst (CFA) (preferred)Licensed Attorney/JD (varies by state) (preferred)Certified Wealth Strategist (CWS) (preferred)SkillsAbility to build trust by taking a proactive client centric approachDemonstrated expert functional knowledge of Investments, Trust and Credit; ability to adviseDemonstrated expert knowledge of financial products and banking regulationsDemonstrated strong client advisory skillsDemonstrated experience with and broad understanding of personal and commercial financial statementsProven experience with and comprehensive understanding of consumer or commercial lendingExcellent verbal and written communication skillsProficient in personal computer applications to drive resultsCore CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.Physical DemandsGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.TravelOccasional travel to include overnight stay.Driving RequirementsAbility to routinely and frequently operate a motor vehicle with a valid driver's license.Work Location CategoryHybrid (Sales)COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.Please click here for a list of benefits for which this position is eligible.Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.#LI-HybridSummaryLocation: Buffalo, NYType: Full time

This is a Buffalo, NY based position requiring onsite work four days a week, with the flexibility to work from home one day a week. Senior Risk Manager – Enterprise OperationsThe Senior Risk Manager is a key member of the Technology & Enterprise Operations First Line Risk team, serving as the primary risk advisor to Institutional Services & Wealth Management (ISWM) Shared Services and Commercial Lending Operations. In this role, you will build trusted partnerships with business leaders, Front Office Risk Officers, and cross-functional stakeholders to proactively identify, assess, and manage operational, regulatory, and emerging risks. The successful candidate will champion a culture of continuous risk advisement, embedding risk-informed decision making into business processes, strategic initiatives, and day-to-day operations rather than relying on reactive risk management practices.The successful candidate will lead and execute multiple risk initiatives, drive effective governance and reporting practices, enhance risk frameworks and controls, and ensure alignment with the Bank's risk appetite and regulatory expectations. This position is responsible for influencing risk-informed decision making, promoting operational resilience, and strengthening sustainable risk management practices across the organization.Primary ResponsibilitiesServe as the primary risk advisor to assigned Enterprise Operations business lines, providing strategic guidance on operational, compliance, regulatory, and emerging risks.Build trusted partnerships with Operations leadership, frontline Risk Officers, and cross-functional stakeholders to strengthen risk awareness and decision-making.Promote a culture of proactive risk advisement, embedding risk considerations into business processes, initiatives, and strategic planning activities.Lead risk assessments and evaluate controls to identify opportunities to mitigate risk, enhance governance, and improve operational effectiveness.Drive multiple risk initiatives and remediation efforts, ensuring timely execution and sustainable outcomes.Develop and maintain meaningful risk reporting, metrics, and Key Risk Indicators (KRIs) that provide actionable insights to senior management.Partner with business and risk teams to ensure compliance with applicable regulatory requirements, policies, and enterprise risk management standards.Prepare and present risk-related reporting and recommendations to senior leadership and governance committees.Identify opportunities to streamline processes, strengthen controls, and improve efficiency across risk management activities.Support audit, regulatory, and issue management activities, ensuring timely resolution of findings and adherence to internal control standards.Provide leadership, coaching, and guidance to risk professionals and project teams as applicable.Promote an environment that supports belonging and reflects the M&T Bank brand.Scope of ResponsibilitiesThis position provides risk leadership and oversight across designated Enterprise Operations business domains, including Institutional Services & Wealth Management (ISWM) Shared Services and Commercial Lending Operations. The role partners extensively with senior business leaders, frontline Risk Officers, Compliance, Audit, and other Risk Management functions to ensure effective risk governance, operational resilience, and strategic alignment with enterprise risk objectives.Supervisory/Managerial ResponsibilitiesLead and develop a team of four or more risk professionals.Responsible for establishing the strategic direction of the function and building organizational capabilities to support a growing risk advisory model, with potential expansion of the team as business needs evolve.Education and Experience RequiredBachelor's degree and a minimum of nine years of experience in Risk Management, Operations, Audit, Compliance, or a related discipline.Demonstrated experience providing risk advisory support to business leaders and cross-functional teams in a highly regulated environment.Experience leading complex initiatives and influencing stakeholders across multiple business functions.Strong understanding of risk management frameworks, governance practices, regulatory expectations, and internal controls.Exceptional verbal and written communication skills with the ability to effectively engage audiences at all organizational levels.Proven ability to build trusted relationships, drive consensus, and achieve results in a complex environment.#LI-JB3M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,900.00 - $214,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of AmericaSummaryLocation: Buffalo, NYType: Full time

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 The Business Banking Relationship Manager is responsible for acquiring, growing, and managing a portfolio of business clients with credit needs typically ranging from $250,000 to $3,000,000 and annual company revenues generally below $25 million. This role focuses on delivering tailored lending, deposit, and treasury solutions that help business owners achieve their financial and operational objectives. The Relationship Manager serves as a trusted advisor, developing strong relationships through proactive engagement, financial insight, and exceptional service. Essential Duties: Portfolio Management & Business Development: • Develop and manage a portfolio of business banking clients, ensuring strong relationship retention and growth., • Identify and pursue new business opportunities through prospecting, networking, COI development, and targeted calling efforts., • Analyze industry trends, local market conditions, and client needs to recommend appropriate banking solutions., • Meet or exceed annual production goals for loans, deposits, and fee-based products. Credit & Financial Analysis: • Conduct thorough financial analysis of business clients, including review of financial statements, tax returns, projections, and collateral., • Structure credit facilities aligned with customer needs while ensuring compliance with bank credit policy and risk appetite., • Prepare and present credit packages in partnership with credit underwriting teams., • Monitor portfolio credit quality, manage renewals, and proactively identify early warning indicators. Client Advisory & Relationship Building: • Serve as the primary point of contact for business clients, delivering consultative guidance on banking, lending, cash flow strategies, and capital needs., • Partner with internal specialists (treasury, merchant services, wealth management, etc.) to deepen client relationships and deliver comprehensive solutions., • Conduct onsite client visits to maintain awareness of operational changes and provide strategic financial insights., • Provide timely and responsive service to ensure exceptional client satisfaction. Risk Management & Compliance: • Maintain compliance with all regulatory, legal, and internal policy requirements., • Ensure proper documentation, portfolio management, and adherence to KYC/AML standards., • Manage risk through proactive monitoring of covenant compliance, collateral conditions, and borrower performance., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. Qualifications Education, Training, Experience, and Skill Requirements: Required: • 3–7+ years of commercial or business banking experience, including credit underwriting or portfolio management exposure., • Strong knowledge of commercial lending, cash flow analysis, and loan structuring for businesses under $25 million in revenue., • Proven track record of business development success and portfolio growth., • Excellent communication, relationship-building, and negotiation skills., • Ability to interpret and analyze complex financial statements., • All applicants must be 18 years of age or older. Preferred: • Bachelor’s degree in Business, Finance, Economics, or related field., • Experience with SBA lending programs (7(a), 504) and alternative financing solutions., • Established network of COIs in the local business community. Core Competencies: • Financial & Credit Acumen

The Lead Financial Planner will be responsible for developing comprehensive financial plans, ensuring regulatory compliance, and delivering holistic wealth management strategies that help clients achieve their long-term goals. Minimum 3+ years of experience as a financial planner or wealth advisor,

KeyBank is seeking a Private Client Banker in East Amherst, NY.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Seeking Licensed Representatives to Expand Our Office: Are you a seasoned insurance professional with a strong sense of mission and a drive to excel in your career? Do you thrive in challenging environments and strive for excellence both in your professional journey and in life? The Buffalo District of Northwestern Mutual is looking to expand our team with licensed and experienced insurance agents who are eager to take their careers to the next level. We are a cohesive group of determined, ambitious professionals dedicated to making a meaningful impact in our clients' lives as we continue to grow across our network of thriving offices. Join Us: Bringing Your Experience to the Next Level We are actively seeking licensed and experienced insurance agents from all areas of the industry, including: • Life Insurance Specialists, • Health Insurance Agents, • Property and Casualty Insurance Experts, • Financial Services (Wealth Manager, CFP, Advisor), • Annuities Advisors, • Disability Insurance Agents, • Long-Term Care Insurance Specialists, • Commercial Insurance Professionals, • Group Benefits ConsultantsIf you have experience in any of these areas, you’ll find an unparalleled opportunity to enhance your career by joining our team. Many of our representatives join us to provide their clients with a broader depth of service, integrating wealth management and financial services into their practice. Your expertise will be valued and utilized in ways that help you grow both professionally and personally. A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners, not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security. Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221 Our Unique Angle: Meticulous Training and Development We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Meet Our Local Leaders: Nii Sowah, Managing Director: • Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055., • Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office., • Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.Ben Ross, Wealth Management Advisor/Growth Development Director:, • Time with NM: 13 years, beginning his career as an Advisor in 2012., • Prior Experience: Retail and management background with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community., • Passionate About: Dedicated to giving back through initiatives such as The Ride for Roswell, which raises funds for cancer research, and an annual Women in STEM scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.John M. Bongiovanni, CFP®, CLU®, ChFC®, RICP®, Private Wealth Advisor:, • Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA®, CFP®, and Adam Jack, ChFC®, growing Generational Wealth Management into an ensemble firm., • Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP®, CLU®, ChFC®, and RICP®, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional., • Passionate About: Giving back to the community through leadership roles with WQLN, expERIEnce Children’s Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.Ryan O’Connor, Wealth Management Advisor:, • Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 1–4), and later founded his team-based firm, which now oversees $350 million in client assets., • Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute., • Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.Ryan Preziosi, Wealth Management Advisor:, • Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year., • Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships., • Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.What Our Representatives Value Most:, • Potential for abundant, consistent, and predictable results., • A collaborative, high-support team environment, fostering growth and camaraderie., • Proven operational systems and cutting-edge technology for enhanced agent efficiency., • Achieving high performance while maintaining a great quality of life., • A company experiencing rapid growth, offering leadership opportunities for top performers.Benefits:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insuranceLicensing and Education Requirements:, • An associate degree or higher is preferred., • State Insurance License or Ability to Reinstate a Lapsed LicenseJoin us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance At the Buffalo District of Northwestern Mutual, we don’t just grow careers; we grow people. Together, we are building an environment where excellence is the standard, collaboration is encouraged, and purpose is woven into everything we do. Our culture is bold, modern, and energized, creating a space where ideas spark, careers accelerate, and futures are built. We believe in giving back and showing up for our community, from hands-on service projects to championing causes close to our hearts such as Alex’s Lemonade Stand and Camp Good Days. Just as we help families achieve financial security and peace of mind, we also invest in the growth and success of our team members. Here, we lead with purpose, driven by the belief that the work we do changes lives both in the communities we serve and for the clients who trust us with their dreams. Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221 Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Nii Sowah, Managing Director: • Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055., • Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office., • Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.Ben Ross, Wealth Management Advisor/Growth Development Director:, • Time with NM: 13 years, beginning his career as an Advisor in 2012., • Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community., • Passionate About: Dedicated to giving back through initiatives such as The Ride for Roswell, which raises funds for cancer research, and an annual Women in STEM scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.John M. Bongiovanni, CFP®, CLU®, ChFC®, RICP®, Private Wealth Advisor:, • Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA®, CFP®, and Adam Jack, ChFC®, growing Generational Wealth Management into an ensemble firm., • Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP®, CLU®, ChFC®, and RICP®, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional., • Passionate About: Giving back to the community through leadership roles with WQLN, expERIEnce Children’s Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.Ryan O’Connor, Wealth Management Advisor:, • Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 1–4), and later founded his team-based firm, which now oversees $350 million in client assets., • Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute., • Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.Ryan Preziosi, Wealth Management Advisor:, • Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year., • Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships., • Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

KeyBank is seeking a Private Client Banker in Buffalo, NY to manage entire client relationships with a plan-based approach to financial advice.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Join the Winning Team at Northwestern Mutual - Buffalo District! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Buffalo District! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221 Meet some of our local team: Nii Sowah, Managing Director: • Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055., • Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office., • Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.Ben Ross, Wealth Management Advisor/Growth Development Director:, • Time with NM: 13 years, beginning his career as an Advisor in 2012., • Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community., • Passionate About: Dedicated to giving back through initiatives such as The Ride for Roswell, which raises funds for cancer research, and an annual Women in STEM scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.John M. Bongiovanni, CFP®, CLU®, ChFC®, RICP®, Private Wealth Advisor:, • Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA®, CFP®, and Adam Jack, ChFC®, growing Generational Wealth Management into an ensemble firm., • Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP®, CLU®, ChFC®, and RICP®, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional., • Passionate About: Giving back to the community through leadership roles with WQLN, expERIEnce Children’s Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.Ryan O’Connor, Wealth Management Advisor:, • Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 1–4), and later founded his team-based firm, which now oversees $350 million in client assets., • Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute., • Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.Ryan Preziosi, Wealth Management Advisor:, • Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year., • Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships., • Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, you’ll receive a company-funded pension and contributions to PFGF—our unique profit-sharing retirement plan—designed to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

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