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Job Description Location: Pittsford, NY (Greater Rochester Area) Job Type: Full-Time, In-Office About Evergreen Wealth Partners Evergreen Wealth Partners is a premier, independent wealth management firm led by two veteran Financial Advisors. We pride ourselves on providing highly personalized, long-term financial strategies for our clients. Operating as a tight-knit, two-person office, we foster an environment of mentorship, precision, and excellence. We aren't just looking for an employee; we are looking for a long-term partner to grow with our firm and eventually transition into a leadership or advisor role. The Role We are seeking a highly organized, tech-savvy, and articulate Client Service Associate to serve as the backbone of our daily operations. You will be the first point of contact for our valued clients and the primary coordinator for our advisory team. This is a high-visibility role where your work directly impacts the client experience and the firm’s efficiency. Key Responsibilities * Client Relationship Management: Act as a professional liaison between clients and advisors; handle incoming inquiries with a high degree of warmth and professionalism. * Account Administration: Oversee the preparation and processing of new account paperwork, asset transfers, and maintenance requests. * Meeting Coordination: Manage advisor calendars, schedule client reviews, and ensure all necessary reports and materials are prepared ahead of time. * Operational Excellence: Utilize financial CRM systems and wealth management software to maintain impeccable client records and firm data. * Growth Support: Assist advisors with administrative tasks that allow them to focus on high-level financial planning and business development. Required Qualifications * Industry Experience: 1–3+ years of experience in financial services or a professional office environment is preferred. * Communication Skills: Exceptional verbal and written communication; you must feel comfortable and confident speaking with high-net-worth clients on the phone. * Technical Proficiency: Strong computer skills, including the Microsoft Office Suite and a quick ability to learn proprietary financial software/CRMs. * Organization: A "master of details" who can manage multiple priorities in a quiet, focused office setting without things falling through the cracks. Preferred Credentials (Not Required) * FINRA Licenses: Preference will be given to candidates holding a Series 7 and Series 66 (or 63/65). * Career Ambition: We are specifically interested in candidates who aspire to become a Financial Advisor in the future. We are prepared to mentor the right individual toward a long-term succession path within the firm. Why Evergreen? * Direct Mentorship: Work directly with the firm owners and learn the wealth management industry from the ground up. * Long-Term Stability: This is a career-track role with a clear path to growth for a dedicated professional. * Collaborative Culture: A quiet, professional, and respectful office environment where your contributions are noticed and valued daily.

Job Description We are an established, women-owned and women-led wealth management firm based in Rochester, New York with approximately $140 Million in assets under management. Specializing in retirement income planning and comprehensive wealth management, we work hand in hand with our clients to create sustainable income strategies designed to support a confident and comfortable retirement. With a consultative approach, we provide highly personalized guidance tailored to each client’s goals and resources. We evaluate each client’s full financial picture, including Social Security, pensions, investments, tax considerations, and estate planning to build thoughtful, long-term strategies. As a firm, we place strong emphasis on both client relationships and team well-being, creating an environment that is supportive, cohesive, and collaborative. We are a small and dedicated team, and every team member goes above and beyond to deliver an exceptional client experience. The Client Service Associate will serve as a key point of contact for clients and provide support to the lead advisor, helping to ensure that every aspect of the client experience runs smoothly and efficiently. This includes facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching and resolving client service issues, preparing required documents, and performing administrative and operational tasks such as opening new accounts, processing distributions and money movements, updating beneficiaries, and maintaining accurate client records. You are a critical thinker who anticipates subsequent events and approaches your work with care and accuracy. You have an unwavering ability to figure things out, have a high emotional IQ, love learning, and are always finding ways to improve and expand your impact. The ideal candidate has some working knowledge of industry software, systems, and processes. For those who do not have prior experience in wealth management, we are prepared to train to get you up to speed, and we just need you to bring your excitement and willingness to learn. General Responsibilities: • Greet and welcome clients in a friendly and professional manner in person and over the phone, • Answer, screen, and route phone calls, assisting clients directly or taking messages as appropriate, • Prepare and ensure new account paperwork is successfully submitted, which includes preparing forms, obtaining appropriate signatures, preparing documentation to upload, and coordinating rollovers, • Handle routine matters for client accounts, including processing name and address changes, beneficiary changes, bank authorizations, and answering client questions, • Track outstanding client service items; proactively address outstanding issues and provide updates, • Correspond with clients to resolve client service challenges as they arise, • Create and maintain accurate client records in the CRM system (Redtail), ensuring all confidential and required information is securely stored, • Assist in preparation for client meetings and calls; send out agendas and prepare materials, including client illustrations, graphs, charts, reports, etc., • Support the lead advisor with processes related to prospective clients, • Schedule meetings and manage calendars for the lead advisor, • Provide occasional overflow support to the client coordinator, • Bachelor’s degree highly preferred, or equivalent work experience, • 1-3 years of progressive experience in wealth management highly preferred; candidates with experience in similar financial services environments, such as accounting, banking, investment operations, insurance, or mortgage industry roles with a focus on processing are also encouraged to apply, • Knowledge of industry-specific software preferred; familiarity with Redtail, eMoney, Osaic Broker Dealer Systems, Pershing, and AssetMark is a plus, • Strong technology skills and proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) required, • Excellent follow-through and communication regarding status of open items, • Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions, • Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issues This is a full-time, W-2 position. Base compensation ranges from $47,000 to $52,000, depending on experience, with potential for higher compensation for candidates with direct industry experience. Additional benefits include bonus potential, health insurance, Simple IRA, paid time off, paid holidays, and more.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, inc

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. At least 2 years in a Financial Advisor role or equivalent f

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Securities LLC (JPMS), a registered broker-dealer and

Job DescriptionExecutive Wealth Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 20% of the most profitable and/or complicated clients in the firm and the remaining 80% developing new client relationships. They are responsible for overseeing the top tier clients who generate a significant amount of revenue for the firm and identifying markets and other potential clients to bring into the firm. A portable book of existing clients is preferred. What you'll do:Conduct all Get to Know meetings Maximize all new business development opportunities Manage top 20% of the team’s client reviews. Dedicate at least 80% of time in business development. Work with management team on improving client/prospect experience. Manage & develop Lead and Associate Advisors. Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm. Serves on investment management committee or helps determine firm investment strategies for clients. Experience you'll need:A bachelor's degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is required. A portable book of existing clients is preferred. 10 years of experience in financial planning, investment management, or a related field.Significant experience as a Wealth Advisor with at least $50 million AUM portable. Key BenefitsGenerous continuing education support 100% company paid employee only premiums for Health, Dental & Vision Coverage 4% Company 401k match, 100% vested

Job Description Wealth Management (Financial Planning) Intern Schedule: M-F 8:30a.m. – 5 p.m., with flexibly depending on needs. (Hybrid flexibility – 4 days onsite/1 work from home) Location: 1150 Basin Park, 1150 Pittsford-Victor Rd., Pittsford, NY 14534 What does a summer intern at Canandaigua National Bank do? Our interns experience firsthand what it is like working in the world of financial services. As a summer intern you will work side by side with our team to provide individuals, businesses, municipalities, and not-for-profit organizations with access to all the financial services they will ever need. Interns will act as a member of the team for the summer, assisting the department and helping achieve the bank’s goal – of ensuring our community thrives and grows. Throughout the summer, interns will have an opportunity to connect with each other, shadow within a branch, network with different departments, and enjoy social events. The summer culminates in a presentation to their managers and the Executive Team. This position is a paid internship/co-op for Summer 2026. Program begins Tuesday, May 26th, 2026. Wealth Management (Financial Planning) Intern The Wealth Management intern will support financial planning execution and system transition while building a support model for clients. In this role, you will: • Assist in building, updating, and migrating financial plans using MoneyGuidePro and eMoney, • Gather, organize, and input client financial data into planning systems, • Draft planning summaries and supporting materials for advisor review, • Support plan updates related to annual reviews and client changes, • Assist with administrative and analytical work during the eMoney transition, • Shadow client meetings and internal planning discussions, • Currently pursuing a degree in Finance, Financial Planning, or a related field., • Completion of relevant coursework in finance, investments, or personal financial planning preferred., • Exposure to financial planning coursework or tools., • Basic understanding of investment concepts (asset allocation, risk, return, etc.)., • Excel proficiency., • Possess strong communication skills and organizational skills. There’s no limit to where you CAN go! Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: providing exceptional service for our customers. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture. Canandaigua National Bank remains an independent community bank. If you want to be a part of something special, join us today! Compensation - $18-$20 per hour The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Job Description Pay: $21.00 - $30.00 per hour Job description: Job Overview We are seeking a motivated and detail-oriented Financial Planning Assistant to join our dynamic financial services team. In this role, you will support financial advisors and planners by preparing comprehensive financial plans, conducting research, and managing client data to ensure seamless service delivery. Your energetic approach will help us deliver exceptional wealth management solutions, assist in estate planning, and enhance client relationships. This position offers an exciting opportunity to develop your expertise in financial analysis, investment management, and tax strategies while contributing to clients’ financial success. Responsibilities • Assist in developing personalized financial plans by gathering client information and analyzing financial data using advanced financial software tools., • Collaborate with team members on tax planning initiatives, including tax-efficient investment strategies and compliance requirements., • Maintain accurate records of client interactions, financial transactions, and plan updates within customer relationship management (CRM) systems., • Provide exceptional customer service by addressing client inquiries related to banking services, financial concepts, and account management., • Track outstanding paperwork and follow up as needed with back offices and clients., • Handle phone calls from clients, when appropriate; transfer calls to advisor, • Perform mail merge for mailings, as directed by advisor, • Proven experience in financial services or a related field with a strong understanding of financial concepts such as estate planning, tax strategies, and investment management., • Familiarity with financial analysis techniques and the use of financial software for portfolio management and research purposes., • Knowledge of wills, trusts & estate law as well as technical accounting principles applicable to wealth management., • Experience in sales or customer relationship management within a banking or asset management environment is highly desirable., • Strong mathematical skills with the ability to interpret complex data and provide clear recommendations., • Exposure to public accounting or technical accounting practices will be considered an asset. Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Disability insurance, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • Professional development assistance, • Retirement plan, • Vision insurance Work Location: In person

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development 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? Northwestern Mutual of Rochester 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, youll 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 range of services, 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. Our thriving office is located at: Suite 200, 1162 Pittsford Victor Road, Pittsford, NY 14534 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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Mike DArchangelo, Director of Selection: • Time with NM: 5.5 years, • Prior to NM: Athletic Director, Coach, Teacher, and Mentor at a college, • Passionate About: Golfing, boating, dogs, family, lake life, and good foodGreg Constantino, Managing Director:, • Time with NM: 25 years, • Prior to NM: Professional baseball, • Passionate About: Family, faith, fitness, fun, Canandaigua Lake, sports, concerts, and coachingAlex Spoto, College Unit Director:, • Time with NM: 4.5 years, • Prior to NM: Intern at the University of Dayton, • Passionate About: Hockey, softball, family, the Bills, fun, friends, and huntingCharlie Diehl, Growth and Development Director:, • Time with NM: 6 years, • Prior to NM: Intern at SUNY Brockport, • Passionate About: My son and husband, my family, my horses, farm life, and traveling with friendsPosition Responsibilities:, • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed. Position Perks: • Business Start-up allowance, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries and affiliates in Milwaukee, WI. Mike DArchangelo is not a licensed insurance agent, registered representative of a broker-dealer or representative of a federal savings bank. Flexible work from home options available.

Job Description Regional Vice President of Sales Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales. As a Regional Vice President of Sales, you will be in a lucrative 100% sales-focused role without having to focus on service requirements—you will be provided qualified lead flow to eliminate cold calling, to put our client’s high-net-worth clientele first. ABOUT THE ROLE • Manage your business remotely from home to cover a local territory within driving distance, to present our client’s wealth management solutions to high-net-worth prospects—you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed, • Call and close qualified leads of high-net-worth prospects that have expressed interest in investing with our client, who have assets of $500k or more to invest, • Meet with prospects to evaluate their personal situation and provide solutions, as well as educate prospective clients on the firm’s services, • Assist qualified consumers to become the firm’s clients—you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios, • Report to the Director of Private Client Group Sales, who will provide the required resources you need to be successful within the sales process Requirements • 5 to 7 years or more of selling to stock market investors within the financial industry, • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents, • Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets, • Record of six-figure earnings in each of the past 3 years (pay for production compensation model) Benefits • Commission/variable pay-based position--$100,000 base salary to start with a gradual step-down decline to $0, plus uncapped commission that will increase substantially with commissions on any new sale for years to come; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed, with an average total compensation of $300,000 to $350,000, and top producers earning $1 million or more, • 100% paid medical, dental, and vision premiums for you and qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Develop a high-quality wealth management practice that provides a personaliz

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Our Wealth Advisors conduct thorough discoveries to understand a client's sho

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Develop a high-quality wealth management practice that provides a personaliz

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a clie

This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a clie

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