Financial Services Professional

3 weeks ago


Ellenville, New York, United States Equitable Services Full time
Role Overview:

Equitable Services is seeking a skilled Financial Advisor to provide comprehensive financial planning, investment advice, and portfolio management services to clients. As a Financial Advisor, you will have the opportunity to develop and grow your own client base while working alongside a supportive team of experienced professionals.

Key Responsibilities:

  • Assess clients' financial goals and develop personalized financial plans
  • Offer recommendations on various investment products and services based on clients' needs and risk tolerance
  • Monitor and manage clients' investment portfolios, making adjustments as necessary to ensure they remain aligned with their goals
  • Provide ongoing financial advice and guidance to clients, keeping them informed of market trends and changes that may impact their investments
  • Build and maintain strong client relationships through regular communication and meetings
  • Stay up-to-date on industry regulations and compliance requirements, ensuring adherence to all applicable laws and regulations
  • Collaborate with other team members to identify opportunities for cross-selling and referral business

Requirements:

  • Must be willing to obtain: NY L&H, SIE, Series 7 and 66 licenses
  • Strong interpersonal skills and ability to build rapport with clients
  • Excellent communication and presentation skills
  • Detail-oriented
  • Ability to work independently and as part of a team

Benefits:

  • Competitive compensation package ranging from $60,000 to $300,000 per year, depending on performance
  • Comprehensive health, dental, and vision insurance plans
  • Retirement savings plans with employer matching, employer contributions, and profit sharing
  • Ongoing professional development and advancement opportunities
  • Collaborative and supportive work environment

About the Company:
Equitable Services is a leading financial services company dedicated to helping individuals and businesses achieve their financial goals. With a history dating back over 160 years, Equitable has a strong reputation for providing innovative and personalized solutions to our clients. We are committed to fostering a diverse and inclusive work environment where employees can thrive and grow their careers. Equitable is an equal opportunity employer.

  • Ellenville, New York, United States Equitable Services Full time

    About Equitable AdvisorsWe are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We are passionate about making a positive impact on the futures of individuals and businesses by offering...


  • Ellenville, New York, United States Sage Rutty and Co., Inc. Full time

    About Sage Rutty & Company, Inc.We are a comprehensive financial services firm with a rich history of success. Since 1915, we have been dedicated to recruiting and retaining top professionals in our industry who share our traditional values and unwavering ethical standards.Job SummaryWe are seeking a full-time associate to support our growth and success. The...


  • Ellenville, New York, United States Sage Rutty and Co., Inc. Full time

    About Sage Rutty & Company, Inc.We are a comprehensive financial services firm with a rich history of success. Since 1915, we have been dedicated to recruiting and retaining top professionals in our industry who share our firm's traditional values and unwavering ethical standards.Job SummaryWe are seeking a full-time associate to support our growth and...


  • Ellenville, New York, United States KPMG Full time

    Job Title: Audit Intern Financial ServicesWe are seeking a highly motivated and detail-oriented Audit Intern to join our Financial Services team. As an Audit Intern, you will play a key role in conducting financial statement audits and ensuring the accuracy and reliability of client financial information.Responsibilities:Conduct audits of financial...


  • Ellenville, New York, United States EFPR Group LLP Full time

    Senior Accountant Job DescriptionEFPR Group LLP is seeking a highly skilled Senior Accountant to join its Tax and Business Services team in Rochester, NY. As a Senior Accountant, you will be responsible for delivering high-quality tax and business services to clients, including tax compliance, tax planning, and business advisory services.Key...


  • Ellenville, New York, United States EFPR Group LLP Full time

    Senior Accountant Job DescriptionEFPR Group LLP is seeking a highly skilled Senior Accountant to join its Tax and Business Services team in Rochester, New York. As a Senior Accountant, you will be responsible for delivering high-quality tax and business services to clients, including tax compliance, tax planning, and business advisory services.Key...


  • Ellenville, New York, United States EFPR Group LLP Full time

    Job Title: Senior AccountantEFPR Group LLP is seeking a highly skilled Senior Accountant to join its Tax and Business Services team in Rochester, New York. The ideal candidate will have 3-5 years of experience in public accounting and a strong background in tax compliance, tax planning, and business advisory services.Key Responsibilities:Prepare and/or...


  • Ellenville, New York, United States Lifespan Full time

    {"title": "Financial Management Specialist", "description": "Job SummaryLifespan is seeking a skilled Financial Management Specialist to join our team. As a key member of our Financial Services department, you will play a critical role in helping older adults manage their financial affairs and maintain their independence.Key ResponsibilitiesAssess client...

  • Clinical Professional

    2 weeks ago


    Ellenville, New York, United States Astor Services Full time

    Job OpportunityAt Astor Services For Children & Families, we are seeking dedicated and enthusiastic individuals to work in a fast-paced, educational, and challenging environment. This is an excellent opportunity to continue learning and practicing with a diverse population that experiences a variety of mental health diagnoses. You will receive ongoing...


  • Ellenville, New York, United States EFPR Group LLP Full time

    Senior Accountant Job DescriptionEFPR Group LLP is seeking a highly skilled Senior Accountant to join its Tax and Business Services team in Rochester, NY. As a Senior Accountant, you will be responsible for delivering high-quality tax and business services to clients, including tax compliance, tax planning, and business advisory services.Key...


  • Ellenville, New York, United States Rochester Regional Health Full time

    Job SummaryWe are seeking a highly skilled Financial Case Manager to join our team at Rochester Regional Health. As a Financial Case Manager, you will play a critical role in reviewing uninsured and under-insured patient accounts, ensuring that our patients receive the necessary financial assistance and support.Key ResponsibilitiesAssess the healthcare...


  • Ellenville, New York, United States L3Harris Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Accounting Professional to join our team at L3Harris. As an Accounting Professional, you will be responsible for providing financial support to our business operations.Key ResponsibilitiesProvide financial support to business operations, including financial planning, budgeting, and...

  • Banking Professional

    2 weeks ago


    Ellenville, New York, United States Catskill Hudson Bank Full time

    Job OverviewCatskill Hudson Bank is seeking a skilled Banking Professional to join our team at the Ellenville Branch. As a key member of our banking operations, you will be responsible for providing exceptional customer service, processing transactions, and ensuring accuracy in cash handling.Key ResponsibilitiesProcess customer transactions, including...

  • Banking Professional

    2 weeks ago


    Ellenville, New York, United States Catskill Hudson Bank Full time

    Job OverviewCatskill Hudson Bank is seeking a skilled Banking Professional to join our team at the Ellenville Branch. As a Banking Professional, you will be responsible for performing various day-to-day banking tasks, including processing customer transactions, providing excellent customer service, and ensuring accuracy in cash handling.Key...


  • Ellenville, New York, United States Astor Services for Children & Families Full time

    Astor Services for Children & Families is seeking a dedicated and enthusiastic individual to work in a fast-paced, educational environment. As a mental health professional, you will have the opportunity to continue learning and practicing with a diverse population. You will receive ongoing training in evidence-based practice, clinical supervision, and...


  • Ellenville, New York, United States EFPR Group LLP Full time

    Job Title: Tax and Business Services SupervisorEFPR Group LLP is seeking a highly skilled Tax and Business Services Supervisor to join our team in Rochester, NY. As a key member of our Tax and Business Services team, you will be responsible for overseeing and leading a team of professionals responsible for providing tax and business advisory services to our...

  • Night Auditor

    4 weeks ago


    Ellenville, New York, United States Highgate Hotels Full time

    Job SummaryThe Night Auditor is a critical role within our hotel operations, responsible for ensuring the accuracy and integrity of our financial transactions. As a Night Auditor, you will be responsible for reconciling all hotel cashier transactions, reviewing and compiling management reports, and ensuring the accuracy of guest billings and city ledger...


  • Ellenville, New York, United States PrimeFlight Aviation Services Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Agent at PrimeFlight Aviation Services. As a key member of our airport support team, you will play a vital role in providing exceptional service to passengers and visitors at the airport.Key ResponsibilitiesWelcoming passengers and assisting...

  • Delivery Professional

    4 weeks ago


    Ellenville, New York, United States Autozone Full time

    Autozone Delivery Driver Job DescriptionCome be a part of an energizing culture rooted in people and a commitment to delivering exceptional customer service. If you are looking for a way to put your safe driving skills to work coupled with company stability and great career opportunities, look no further. AutoZone is the place for you.Job...


  • Ellenville, New York, United States EFPR Group LLP Full time

    Job Title: Tax and Business Services SupervisorEFPR Group LLP is seeking a highly skilled Tax and Business Services Supervisor to join our team in Rochester, NY. As a key member of our Tax and Business Services team, you will be responsible for overseeing and leading a team of professionals responsible for providing tax and business advisory services to our...