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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan t...

Job Description These are the fundamental components of the job: - Support the entire Lawley Retirement Advisors team with processing of documents, internal requests, and data entry - Preparing plan review documents and plan review presentations for client meetings - Provide administrative ...

The Company Our client, a locally based wealth advisory firm, is looking to add an Investment/Insurance Operations Manager to their growing team in Buffalo, NY. This position is a great career opportunity for an individual who has experience with investments, annuity, life insurance and advisory...

Who We Are NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisor...

Overview Sandhill Investment Management is a well-established wealth management firm with approximately $2 Billion in AUM/AUA. We have been GIPS compliant since our inception of 2004 and are proud to have over 95% client retention rate. Our current client base is HNW relationships as well as 401...

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 millio...

Job DescriptionJob ProfileJob Title: Senior Manager of CredentialingLocation: Buffalo, NYHire Type: Direct Hire Pay Range: $90k - $100kWork Model: Onsite Recruiter Contact: Karissa Lubberts I klubberts@imaginestaffing.net I 716-256-1254 Nature & Scope:Positional OverviewAre you a detail-oriented ...

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 Yor...

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 Reg...

Job DescriptionJob ProfileJob Title: Revenue Cycle Management (RCM) Operations ManagerLocation: Buffalo, NYHire Type: Direct HirePay Range: $80,000-$110,000Work Model: HybridRecruiter Contact: Amy Dugenske, 716-256-1289, adugenske@imaginestaffing.netNature & Scope:Positional OverviewAre you an ex...

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...

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 Yor...

Job Description Make The Difference: Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater! Our OE Specialists can make a real difference in people's lives...

Job DescriptionJob ProfileJob Title: Patient Financial Clearance Representative Location: Buffalo, NYHire Type: Contingent to hirePay Range: $19-23/hourWork Model: RemoteRecruiter Contact:Amy adugenske@imaginestaffing.net 716-256-1289Karissa klubberts@imaginestaffing.net 716-256-1254Nature & Scop...

Our client, a locally based wealth advisory firm, is looking to add an.Investment/Insurance Operations Manager.This position is a great career opportunity for an individual who has experience with investments, annuity, life insurance and advisory products.The position offers a highly competitive ...

Experienced Financial Professional At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States...

Our client, a locally based wealth advisory firm, is looking to add an.Investment/Insurance Operations Manager.This position is a great career opportunity for an individual who has experience with investments, annuity, life insurance and advisory products.The position offers a highly competitive ...

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportun...

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance.We are an organization of consultative advisors and problem solvers.We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challen...

Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking. Leadership Development School for those with management ambition. Equitable Advisors supports you with biweekly stable pay for up to your first 24 mont...

Job Description Ready to Make a Difference? Our Entry Level Account Reps can make a real difference in people's lives. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable business services, consumer savings prog...

LocumJobsOnline is working with CompHealth to find a qualified Hematology and Oncology MD in Albany, New York, 12208! Pay Information $500,000 to $600,000 per year About The Position Come practice in Albany, the capital of New York, where you will be able to enjoy excellent year-round outdoor r...

Job DescriptionConfidential Opportunity for Experienced Registered Investment Advisors – National Presence | Full Independence with Full Support Location: Offices in Every Major U.S. City | No Relocation Required Type: Ongoing Search | Confidential Conversations Encouraged Compensation: Commissio...

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 Yor...

Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positi...

If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financi...

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, ...

The Loan Pledging Review Specialist is responsible for reviewing Wealth Lending Loans for eligibility to the FRB Borrower in Custody or Federal Home Loan Banks pledge programs. Pledging loans to these programs gives Wealth Lending an internal liquidity benefit.

The Loan Pledging Review Specialist is responsible for reviewing Wealth Lending Loans for eligibility to the FRB Borrower in Custody or Federal Home Loan Banks pledge programs. Pledging loans to these programs gives Wealth Lending an internal liquidity benefit.

If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financi...

If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financi...

If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financi...