Insurance and Investment Advisor

Job OverviewAs a CFP Advisor at FL Putnam Investment Management, you will play a critical role in developing and maintaining client relationships.You will be responsible for originating, managing, and maintaining relationships with clients, ensuring seamless execution of financial planning recommendations, and contributing to firm growth through new business...

Key ResponsibilitiesHandle incoming and outgoing client calls to address queries and concernsProcess and prepare client documents, ensuring accuracy and timely completionTroubleshoot and resolve client issues, escalating when necessaryMaintain accurate and up-to-date client recordsSchedule appointments for two advisors, optimizing their schedulesCalculate...

Key ResponsibilitiesAs a Commercial Vehicle Service Advisor, you will be responsible for performing general repairs and maintenance on commercial trucks, including engine, transmission, and electrical systems.You will also conduct warranty repairs in accordance with manufacturer guidelines and perform emissions testing and repairs as required.We offer a...

Job DescriptionWe are seeking a Financial Planning Lead to join our Upstate New York team based out of Amherst, NY. This role will be responsible for managing new client relationships and providing direct advice to clients.The successful candidate will have a demonstrated passion for financial planning and a proven track record of managing complex client...

About the RoleAs a Financial Analyst, you will be responsible for creating detailed financial models, forecasts, and reports to aid in decision making.You will also be required to monitor market trends, identify potential investment opportunities, and prepare presentations and reports to communicate findings and recommendations to clients.

We are looking for a highly motivated and results-driven Automotive Service Advisor/ Writer to join our team at Basil Family Dealerships. As a seasoned professional, you will be responsible for developing and implementing effective sales strategies to drive revenue growth and deliver exceptional customer experiences. We are committed to investing in our...

Job Title: Wealth Management Financial Lead">About the Job:">The ideal candidate will have a strong accounting background, proven leadership skills, and the ability to manage complex financial structures.">Key Responsibilities:"> Collaborate with tax advisors to ensure timely and accurate tax filings and assist in strategic tax planning. Manage accounting...

About UsMEMBERS ADVISORY GROUP LLC is a registered investment advisory firm committed to delivering personalized service to our clients.Job Description:Key Responsibilities:Assist clients with various needs and inquiries.Process and prepare documentation as needed.Resolve client concerns and issues efficiently.Manage client records and update information...

Job OverviewWe are a rapidly growing Registered Investment Advisory (RIA) firm located in Williamsville, NY. Our team is dedicated to providing exceptional service to our clients.Responsibilities:Handle client inquiries and provide support via phone and email.Prepare and process various documents and paperwork.Troubleshoot and resolve client issues in a...

Hospice Buffalo is committed to providing high-quality patient care and excellent user experiences through the effective use of clinical technology. We are seeking a highly skilled Clinical Informatics Specialist to join our team and help us achieve this goal.Key ResponsibilitiesThe Clinical Informatics Specialist will be responsible for:Designing and...

About the RoleWe are seeking a highly skilled Automotive Service Technician to join our team at Ryan Auto Mall. As a key member of our team, you will be responsible for diagnosing and repairing complex vehicular issues, collaborating with the shop foreman to plan work procedures, and communicating with the service advisor to provide accurate labor time...

We're seeking an experienced Automotive Technician to join our team at Lia Honda Williamsville. With a competitive salary of $58,000 - $78,000 per year and a comprehensive benefits package, we offer a rewarding work environment that rewards hard-working and reliable individuals.The ideal candidate will have 3+ years of Service Technician experience,...

Job DescriptionWe are seeking a talented Financial Professional to join our team at MassMutual New York State. As a key member of our team, you will have the opportunity to build your own practice and work closely with our exceptional network of financial specialists, training programs, and mentors.This role is perfect for someone with excellent...

About the RoleWe are seeking an experienced Corporate Counsel to join our team at Uniland Development Company. As a key member of our Legal Department, you will play a pivotal role in delivering diverse legal services and providing strategic guidance to our Senior Executive team and other stakeholders.Key ResponsibilitiesProvide counsel and guidance on all...

About UsBuffalo Brick & Mortar is a reputable real estate investment firm that excels in resolving homeowners' concerns and purchasing properties in the Western New York region.We specialize in working with homeowners who wish to sell their properties directly to investors, bypassing the conventional real estate sales process. Our mission is to establish...

Job ResponsibilitiesBecome the trusted advisor to our established water and wastewater clients and support our sales team in developing new project work.Diagnose, analyze, and implement treatment process improvements to optimize plant operations.Schedule project teams, coordinate team commitments, and manage group utilization to ensure successful project...

Role OverviewWe are seeking an accomplished Real Estate Sales Follow-up Specialist to spearhead our client outreach efforts and drive business growth.In this pivotal role, you will engage with prospective clients, identify their needs, and schedule meetings with our acquisitions team to facilitate smooth transactions.You will also cultivate existing leads,...

As a Financial Professional with MassMutual New York State, you will have the autonomy to build a lucrative practice centered on creating wealth for your clients. Our company offers a wide range of insurance and financial products, allowing you to tailor solutions to meet the unique needs of each client.About the OpportunityThis is an exceptional chance for...

Join Our Team as a Quick Lane TechnicianBasil Family Dealerships is expanding its team of skilled Quick Lane Technicians! As a valued member of our team, you will provide exceptional customer service while performing routine vehicle maintenance and repairs.Responsibilities Include:Multi-point inspections to identify potential issuesCommunication with service...

Discover a Rewarding Career in Quick Lane ServiceWe are currently hiring Quick Lane Technicians at Basil Family Dealerships. As a key member of our team, you will play a crucial role in ensuring our customers' vehicles receive top-notch maintenance and repairs.Job Responsibilities:Perform multi-point inspections to identify potential issuesCommunicate...