- Edward Jones (Rochester, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Bank of America (Pittsford, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Citizens (Irondequoit, NY)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Sedgwick (Rochester, NY)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental | Professional Liability ... | REMOTE **Job Description Summary** To analyze complex or technically difficult environmental claims; to provide resolution of highly complex nature and/or severe injury claims; to coordinate case management within company standards, industry best practices… more
- Robert Half Finance & Accounting (Rochester, NY)
- …the Rochester, NY Robert Half office. Responsibilities: * Serve as a trusted financial advisor to business leaders, providing insights and support for strategic ... Description We are looking for a Financial Planning & Analysis Manager to lead and enhance our financial planning and reporting efforts. In this role, you will… more
- Edward Jones (Penn Yan, NY)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- JPMorgan Chase (Rochester, NY)
- …Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in ... client's other advisors (attorney, accountant); highly respected by external professional advisor community. + Develop, retain and deepen client relationships. +… more
- KeyBank (Rochester, NY)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ... Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar… more
- Deloitte (Rochester, NY)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills +… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment +… more
- Lakelands Concrete Products, Inc (Lima, NY)
- …about your future: * 401k Plan * Profit Sharing Plan * Access to a Professional Financial Advisor We care about your life outside of work: * Generous Paid Time ... Off * Bereavement Pay * Paid Family Leave * Retirement Planning Assistance For information on Lakelands Concrete including more information on the team and our company culture, visit our website athttps://www.lakelandsconcrete.com/. All applicants will receive… more
- Aerotek (Rochester, NY)
- …with a 50% match, an additional annual contribution, and access to a company financial advisor . **Work Environment** Work in a collaborative environment on the ... 2nd shift, from 1 pm to 9:30 pm, Monday through Friday. Initially, candidates will train on the 1st shift with the Lead Technician for at least two weeks before transitioning to the 2nd shift. The team consists of four technicians in total, with two on each… more
- University of Rochester (Rochester, NY)
- …welcoming and supportive of staff of all backgrounds and experiences. The Academic Advisor manages an assigned caseload of advisees over a four-year period from ... students through the major declaration process, answers general questions regarding financial aid, and monitors progress toward the degree. Proactively assists… more
- Travelex (Leicester, NY)
- **Tesco Travel Money Advisor - Leicester Beaumont Leys - Part Time** **Job Type:** Permanent, Part Time **Hours per week:** 16 **Salary:** pounds 13.00 per hour + ... all aspects of wellbeing such as physical, mental and financial . + A wide range of employee discounts provided...yourself as a travel money ambassador and their trusted advisor , providing support and advice on great Travelex products… more
- JPMorgan Chase (Rochester, NY)
- …creating more opportunities for our employees and their careers. As a Servicing Travel Advisor in FROSCH (CTJ), you will manage all aspects of clients' travel from ... specifically voice over IP telephones Chase is a leading financial services firm, helping nearly half of America's households...half of America's households and small businesses achieve their financial goals through a broad range of financial… more
- H&R Block (Penfield, NY)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- H&R Block (Penfield, NY)
- …offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being ... programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! + Other… more