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DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Description Junior Investment Advisor Associate StaffBuffalo is working with a collaborative and growing wealth management organization to hire a Junior Investment Advisor Associate, offering a long-term opportunity to build a meaningful career in financial planning and advisory services. This role, paying $70,000 - $80,000/year is ideal for someone who enjoys relationship building, staying highly organized, and supporting clients through thoughtful, detail-oriented service while learning the foundations of wealth management. The Junior Investment Advisor Associate will support financial planning initiatives, client service responsibilities, and day-to-day operational coordination while working closely with senior leadership. This position is designed for someone who wants to grow into a future advisory role over time through hands-on mentorship, professional development, and increasing client exposure. The ideal candidate is proactive, relationship-oriented, and motivated to build a long-term future in wealth management. Strong communication skills, emotional intelligence, organization, and a genuine desire to provide exceptional service are essential for success in this role. This is an In-Person role in Buffalo, NY. Responsibilities: • Support financial planning initiatives by gathering client information, preparing meeting materials, and coordinating follow-up items., • Assist with client onboarding, account servicing, paperwork processing, and CRM management., • Coordinate scheduling, client communication, and ongoing relationship management efforts., • Participate in client meetings, take detailed notes, and help convert action items into organized workflows., • Support investment research, retirement planning, and financial planning analysis alongside senior advisors., • Help maintain operational organization across planning systems, compliance processes, and client service activities., • Contribute to a collaborative team environment while developing toward a future client-facing advisory role. Qualifications: • Bachelor's degree required; preferably in Finance, Accounting, Business, or a related field., • Strong organizational skills with exceptional attention to detail and follow-through., • Relationship-oriented personality with a client-service mindset and strong emotional intelligence., • Self-motivated, proactive, and comfortable managing multiple priorities in a fast-paced environment., • Excellent written and verbal communication skills with a professional presence., • Interest in investments, financial planning, wealth management, or advisory services., • Proficiency in Microsoft Office, particularly Excel, is preferred; familiarity with financial planning software is a plus. Benefits: • Competitive Salary: $70,000 - $80,000/year., • Performance-based bonus opportunities with strong earning potential over time., • Long-term career development path with mentorship from experienced financial advisors and leadership and opportunity to grow into a future Investment Advisor role over time., • Collaborative, team-oriented culture focused on professional growth and client service excellence., • Strong investment in employee development and licensing support., • Generous PTO., • 401(k) with employer match and healthcare contribution support., • Paid Parking #INDSBHIGH

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 Treasury Management Solutions Officer 2 is responsible for developing and managing a portfolio of commercial clients, focusing on deposit growth and treasury management services. This role involves providing professional sales and customer service support for treasury management solutions, assisting clients with product information, proposals, research, and problem resolution. Essential Duties: • Client Relationship Management: Develop and maintain relationships with commercial clients to understand their needs and identify opportunities for tailored treasury management solutions., • Sales and Service Strategies: Implement sales and service strategies to sell treasury management products and services to commercial clients., • Consultative Support: Provide consultative counseling to clients and internal teams to achieve goals and enhance client satisfaction., • Proposal and Presentation: Coordinate and schedule proposals, presentations, and demonstrations for treasury management products and services., • Problem Resolution: Assist commercial clients by researching and resolving issues related to treasury management services., • Market Analysis: Stay updated with market trends in deposit and treasury management and provide analysis and advice to the team., • Team Collaboration: Partner with Relationship Managers and Customer Service Managers to present a team approach in attracting and managing customer relationships., • Performance Metrics: Track and report on key performance metrics related to treasury management services and client satisfaction., • Cross-Selling: Identify and pursue opportunities to cross-sell additional financial products and services to existing clients., • 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 Ancillary Duties: As an integral member of the Treasury Management Solutions Department, this position is responsible to assist the Bank and the Department in achieving goals. Qualifications Education, Training and Requirements: • Bachelor’s Degree in Finance, Business or related field, or equivalent job experience specializing in banking and sales training., • All applicants must be 18 years of age or older. Skills: • Expert interpersonal and leadership skills; Superior verbal/written communication and presentation skills; thorough proficiency of the bank’s deposit/ and account analysis system; Superior proficiency with Power Point, Word Excel, and Adobe Products; valid drivers’ license. Ability to adapt to change, excellent multi-tasking, problem solving and decision making skills. Self-starter Experience: • Minimum of 5 years’ sales experience with at least 3 in the Treasury management area.

Job Description Investment Advisor Associate Overview: StaffBuffalo is working with a wealth management company in Buffalo, NY to hire an Investment Advisor Associate, paying $100,000 - $120,000+ depending on experience and background. This is an exciting opportunity for a polished, relationship-oriented professional who wants to build a long-term career within wealth management while delivering an exceptional client experience. The organization manages a substantial and growing book of business and is seeking someone who can become a trusted extension of the leadership team. The Investment Advisor Associate will support financial planning initiatives, client service, operational coordination, and ongoing relationship management efforts. This role is ideal for someone who enjoys balancing analytical work with meaningful client interaction and who takes pride in staying organized, proactive, and detail-oriented in a fast-paced environment. The successful candidate is self-motivated, highly professional, emotionally intelligent, and genuinely passionate about helping clients feel supported and cared for throughout their financial journey. Responsibilities: • Assist advisors with financial planning preparation, portfolio reviews, account servicing, and follow-up activities., • Gather, organize, and maintain client financial information and planning documentation., • Coordinate client onboarding, account opening paperwork, and ongoing administrative requests., • Deliver a high-touch client experience through proactive communication, scheduling, and personalized follow-up., • Maintain accurate CRM records and support ongoing client engagement initiatives including events and outreach campaigns., • Prepare reports, presentations, and meeting materials while supporting day-to-day office and operational workflows., • Participate in client meetings, take detailed notes, and support long-term relationship management initiatives. Qualifications: • Bachelor's degree required., • Strong organizational skills with exceptional attention to detail and follow-through., • Excellent written and verbal communication abilities with a polished, professional presence., • Client-service mindset with empathy, emotional intelligence, and relationship-building strengths., • Ability to manage multiple priorities and adapt quickly in a fast-paced environment., • Proficiency with Microsoft Excel, Outlook, Teams, and general technology platforms; CRM experience preferred., • Interest in investments, financial planning, and long-term growth within wealth management. Benefits: • Competitive salary $100,000 - $120,000 + depending on experience and background., • Great PTO and flexibility with supportive leadership., • Annual bonus potential with strong historical payouts., • Paid parking and a professional, collaborative office environment., • Team-focused culture with company events, happy hours, golf outings, and holiday celebrations., • Mentorship, training, and long-term professional development opportunities. #INDSBHIGH 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. First time working with a Recruiter? No problem! We make the process as smooth and straightforward as possible. 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. Check the StaffBuffalo Job Postings, send in your resume, join Career Chats, sign up for Job Notifications, review our Job Seeker Resources, and follow us on LinkedIn, Facebook, Instagram, TikTok, YouTube, and Twitter!

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. Heres 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 Childrens 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 OConnor, 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 14), 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, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned 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.

Job Description Monroe Tractor is a well-known and respected construction equipment and agricultural equipment dealer with over 70 years of experience servicing the northeastern US. With 18 locations throughout New York, Pennsylvania, Vermont, Connecticut, Rhode Island and Massachusetts, we pride ourselves on providing best-in-class sales and support to over 15,000 hardworking customers. Since our founding in 1951, the industries we serve have been transformed by the technologies, equipment, and capabilities undreamed of decades ago. But the people we serve haven't changed, and neither have we. We're still a family-owned business! We are seeking a knowledgeable and driven Product Support Specialist to serve as the subject matter expert for Wirtgen, Road Construction & Mining Machinery product lines. In this role, you will play a critical part in supporting our sales team and customers by delivering in-depth product knowledge, technical support, and application expertise. You will build and maintain strong customer relationships within your assigned territory to increase market share, drive equipment sales, and contribute to long-term company profitability. This position requires a deep understanding of road construction equipment, asphalt and concrete milling, paving, soil stabilization, and other heavy equipment applications. Territory: BUFFALO/ROCHESTER/SYRACUSE TERRITORIES Responsibilities • Increase market share and profitability for the stated range of products within the geographic area., • Develop relationships and network throughout the industry to monitor and participate in all product activities. Know the market; where future work will be done, where it is currently being done and by whom. Develop an open and "real time" channel of communication throughout the industry. Be recognized as a solutions provider and a wealth of expertise for our customers., • Create opportunities by evaluating customer fleets and techniques, and proactively propose better solutions, • Assist the Sales force with product demonstrations and technical presentations., • Deliver all new machines and provide onsite operation and maintenance training. Regularly follow up with customer's deliveries to insure they remain fully trained, well supported and highly satisfied with our products and services., • Communicate regularly with the store/branch managers and full line sales professionals to share information on activity within their regions., • Be a primary channel of communication for product technical and commercial issues with our manufacturing partners., • Be an active and highly visible participant in industry groups and events and keep abreast of competitive activity and competitive products., • Always seek additional parts and service opportunities for company and reporting those prospects to the appropriate parties., • Provide training for our customers and employees, which includes continual education on developments for our product line, as well as that of our competitors., • Assist customers with parts, service and repair requirements., • Coordinate delivery and pickup of equipment as needed by customer., • Follow all safety rules and regulations while performing work assignments and adhere to all policies and procedures as specified in company manuals and as directed in the employee handbook., • Proactively seek and participate in available company-sponsored training, in an effort to develop and advance knowledge base and skill set., • Participate in all company/location driven communication efforts, including open book meetings, huddles, department meetings and other related efforts., • Maintain a positive and professional working relationship with peers, management, and support resources, with a constant commitment to teamwork and exemplary customer service., • Perform all other duties as assigned by management in a professional and efficient manner. Qualifications: • Must be able to work independently, • Prior Heavy Highway Construction knowledge (Milling, Paving, etc.) required, • Possess basic mechanical skills for setups and minor repairs, • Prior sales experience and/or training required, • Good understanding of local market conditions, • Must have strong communication and interpersonal skills, • Excellent customer service skills, • Excellent computer skills Benefits • Medical, Dental & Vision Insurance, • Health Savings Account (Employer + Employee Contributions), • Accident & Disease Insurance, • 401K Plan + Match, • Competitive Paid time off Policy, • Short/Long Term Disability, • Annual Reviews Monroe Tractor is proud to be an Equal Opportunity Employer and values diversity in the workplace. We encourage candidates from all backgrounds to apply and join a team where your work makes a difference every day. Pay is commensurate with the applicant's experience, as it relates to the position. Pay Transparency$55,000—$65,000 USD

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

Job Description Our Billing Co. is seeking a full time Training and Development Manager to join our team! The Training and Development Manager is responsible for designing, implementing, and managing revenue cycle training programs that enhance employee skills and knowledge across the organization. This role focuses on aligning training initiatives with business objectives and fostering a culture of continuous learning and improvement. The ideal candidate will have a strong background in adult learning principles, instructional design, revenue cycle and training management. Essential Functions: Leadership Team Functions: • Acts as staff resource and role model for ethical, professional conduct., • Monitors training programs and identifies areas in need of improvement., • Leads and mentors training coordinators and specialists, providing guidance and support for their professional development., • Assesses training needs and develops comprehensive training programs that support organizational goals., • Designs engaging training materials, including e-learning modules, workshops, and resources., • Facilitates training sessions, workshops, and seminars to enhance employee skills and competencies., • Evaluates the effectiveness of training programs through assessments, feedback, and performance metrics., • Collaborates with department heads and subject matter experts to ensure training aligns with specific departmental needs., • Implements feedback mechanisms to continuously improve training programs and address employee needs., • Manages the training budget, ensuring effective allocation of resources and cost-effective training solutions., • Identifies external training vendors and negotiate contracts as necessary., • Tracks training metrics and outcomes to measure the impact of training initiatives on employee performance and organizational goals., • Prepares and present reports on training effectiveness and program success to senior leadership., • Participates in the hiring, onboarding, and ongoing training processes of training coordinators., • Delegates duties and projects to appropriate staff, and monitors for accurate and prompt completion., • Stays apprised of all relevant regulations, standards, and directives from regulatory agencies and third- party payers., • Stays apprised of changing healthcare trends and leverages technology and automation to develop and deliver new products and services to customers., • Demonstrates knowledge of safety policies and procedures and actively maintains a safe and positive work environment., • Carries out other assignments or special projects as required Role Specific Functions: • Assesses training needs and develops comprehensive training programs that support organizational goals., • Designs engaging training materials, including e-learning modules, workshops, and resources., • Facilitates training sessions, workshops, and seminars to enhance employee skills and competencies., • Evaluates the effectiveness of training programs through assessments, feedback, and performance metrics., • Collaborates with department heads and subject matter experts to ensure training aligns with specific departmental needs., • Implements feedback mechanisms to continuously improve training programs and address employee needs., • Manages the training budget, ensuring effective allocation of resources and cost-effective training solutions., • Identifies external training vendors and negotiate contracts as necessary., • Tracks training metrics and outcomes to measure the impact of training initiatives on employee performance and organizational goals., • Prepares and present reports on training effectiveness and program success to senior leadership. Minimum/Preferred Qualifications: • Bachelor's degree in Human Resources, Education Business Administration or a related field with 1-3 years' experience in training and development, instructional design, revenue cycle or a related field., • Associates degree in Human Resources, Education Business Administration or a related field with 5- 7 years' experience in training and development, instructional design, revenue cycle or a related field., • HS Diploma with 8-10 years' experience in training and development, instructional design, revenue cycle or a related field., • Proven experience in managing training programs and leading teams., • Certification in training and development (e.g. CPTM, ATD) a plus. Knowledge, Skills and Abilities: • Strong knowledge of adult learning principles and instructional design methodologies., • Excellent presentation, facilitation, and communication skills., • Ability to analyze data and use insights to inform training strategies., • Proficient in learning management systems (LMS) and e-learning development tools (e.g., Articulate, Captivate)., • Exemplary problem-solving and conflict-resolution skills., • Detail-oriented., • Skilled in synthesizing a wealth of information., • Exhibits excellent time management and prioritization abilities., • Communicates effectively both one-on-one and in a group setting., • Capable of following and providing detailed instructions both orally and through written communication., • Extensive experience working with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Access, Project). Our Billing Co. offers a competitive benefits package! Pay Range: $75,000 - $105,000 Individual annual salaries/hourly rates will be set within job's compensation range, and will be determined by considering factors including, but not limited to market data, education, experience, qualifications, and expertise of the individual and internal equity considerations.

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

The certified public accounting and wealth management firm consists of 65 members. Bachelor's/master's degree in accounting with CPA. Minimum of 5 years of tax preparation experience in public accounting.

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. 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 profess

The certified public accounting and wealth management firm consists of 60 members. Bachelor's/Master's degree in accounting. Minimum of 4 years of tax preparation experience in public accounting.

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 dont 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 Alexs 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 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 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 Childrens 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 OConnor, 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 14), 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 PFGFour 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.

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

We are now looking for a Client Executive within the customer segments Entrepreneurs and Executives & Professionals to join Private Wealth Management & Family Office (PWM&FO) in the West region, based in Gothenburg. It is an advantage if you have experience from Private Banking or the Corporate busi

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

Ready to build a career with a company that's leading the foodservice industry?.Here's HOW we help YOU make it!.CDL A Delivery Drivers start at.First year driver annual average: $96,700, increasing to $108,000 at the 12 month mark! (These numbers are inclusive of Overtime).Benefits include medical,

Completes Department of Transportation (DOT) reporting to maintain DOT certification and CDL compliance Detects common signs of shoplifting, theft, and other security risks, and promptly communicates them to management and/or Asset Protection Ensures compliance with housekeeping standards and progra

Greet and interact with customers in a professional and friendly manner.Ensure all transactions are rung through in a timely fashion.Handle complaints, exchanges and returns in a professional manner.Assist customers with general inquiries.Keep a balanced till and clean workspace.Discounts on all the

Cashiers play a critical customer service role by providing customers with fast, friendly, accurate and safe service.They process Checkout and/or Return transactions, as well as monitor and maintain the Self-Checkout area.They proactively seek product/project knowledge to provide customers with info

Panera Retail Team Member Cashier.At Panera, our people come first.If you're looking for a place where you can grow, feel supported, be yourself, enjoy great perks, and have a little fun along the wayyou're in the right spot.We're here to help you succeed every day, in every way.Get ready to rise an

Join Our Team At Dick's Sporting Goods.At DICK'S Sporting Goods, we believe in how positively sports can change lives.On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams.We are committed to creating an inclusi

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Cashier - Tim Hortons Kiosk at Sisters of Charity - Food.We're looking for a "Cashier" because "Being Awesome" isn't a job title we can use.The perfect recipe for a Cashier on our team? A bit of sugar and spice, and a pinch of everything nice! Our best Cashiers love greeting guests, solving problems

If you want an exciting job with one of the largest off-price retail stores in the nation, join the Burlington Stores, Inc.Cashier! Are you a people person with an outgoing and friendly demeanor? Can you think on your feet in a fast-paced and demanding environment? Do you enjoy the satisfaction of p

At Lowe's, we've always been more than a home improvement store.For thousands of Lowe's associates, we're the beginning of all types of careers that help improve the lives of our customers and our associates themselves.From seasonal jobs to seasoned vets, we have roles that can support your needs an

Utilizes Point of Sale on Mobile Warrior device to support line management.

Start earning quickly with a flexible schedule.Shopping with Instacart is more than grocery delivery.Shoppers help make our world go round.They make money, make moves, and make shopping lists come true.They make good time, make life easier, and make people's day.Shoppers make it all happen—sign up

Models and fulfills all customer service principles and escalates concerns to store management as necessary. Assists store management in achieving operational efficiency goals. Assists store management in achieving total loss goals.

Starting Hourly Rate / Salario por Hora Inicial: $17.Working at Target means helping all families discover the joy of everyday life.We bring that vision to life through our values and culture.Advocates of guest experience who welcome, thank, and exceed guest service expectations by focusing on guest

At CEC Entertainment, we build careers around great food, family, and fun! Our purpose and our passion is to create the best place for kids and families to eat and play!.Exempt: Commission potential from $0.Membership you sell, and from $0.Fun Pass you sell! Paid out bi-weekly (unless state law requ

Location: 4960 Transit Road Depew, NY 14043.Availability Requirement for this role: Morning, afternoon, evening (includes weekends).Age Requirement: Must be 18 years or older.Working at Wegmans provides opportunities to grow, flexible scheduling, incredible benefits, and the experience of working fo

You must be 18 years of age and have a valid driver's license with a safe driving record meeting company standards as well as access to an insured vehicle which can be used for delivery.You should possess navigational skills to read a map, locate addresses within designated delivery area and must be

Cashier - Tim Hortons Kiosk at Mercy Hospital of Buffalo - Food.We're looking for a "Cashier" because "Being Awesome" isn't a job title we can use.The perfect recipe for a Cashier on our team? A bit of sugar and spice, and a pinch of everything nice! Our best Cashiers love greeting guests, solving p