- 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 ... us to get more details about our Experienced Advisor Program, competitive compensation package, and...written and verbal + Highly entrepreneurial **Shift:** 1st shift ( United States of America) **Hours Per Week:**… more
- Edward Jones (Cheektowaga, NY)
- …your way - with 100% support from us . **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported ... may calculate a preliminary total compensation with this calculator (https://careers.edwardjones.com/career-areas/ experienced - financial - advisor /compensation-and-benefits/) Hiring Minimum $50,000 Hiring… more
- Citizens (Rochester, 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 ... Description Citizens employs a group of experienced advisors that help individuals and families attain...policy of every local and state jurisdiction in the United States . For an overview of our… more
- CDM Smith (Buffalo, NY)
- …and compliance with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our ... can act as the subject matter expert for the financial operations and main advisor to the...one of our CDM Smith offices located in the United States .** As a member of this… more
- KeyBank (Depew, NY)
- …Boulevard - Depew, New York 14043 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. FWA's ... to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time).… more
- Anywhere Real Estate (Rochester, NY)
- …Family of Companies operate more than 40 distinct company and brand names throughout the United States such as Title One (ID), Sunbelt Title (FL), Equity Title ... new company. We are looking for a passionate and experienced strategist who will help to own both external...scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every… more
- University of Rochester (Rochester, NY)
- …can thrive. **Job Location (Full Address):** 435 Alumni Rd, Rochester, New York, United States of America, 14627 **Opening:** Worker Subtype: Regular Time Type: ... 210212 Deans Office Col-Advising Work Shift: UR - Day ( United States of America) Range: UR URG...to ensure students are proactively addressing the difficulties they experienced while they were enrolled - Manages the returning… 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
- KeyBank (Depew, NY)
- …French Road - Depew, New York 14043 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As a ... resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper… more
- KeyBank (Rochester, NY)
- …Road West - Rochester, New York 14626 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As ... Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to...Demonstrated superior client relationship skills (required) + 3+ years Experienced in cash handling (required) + Working knowledge of… 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,...information. They also train, mentor and supervise new and experienced -level staff and attend required Deloitte Tax LLP and… more
- Deloitte (Williamsville, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... energy clients and projects. You will work with an experienced and passionate team in a growing area focused...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... energy clients and projects. You will work with an experienced and passionate team in a growing area focused...job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days… more
- Deloitte (Williamsville, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... tax returns. + Training, mentoring, and supervising new and experienced -level tax staff, and attending required Deloitte Tax LLP...job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 -… more