Financial Services Consultant
3 days ago
We are seeking an experienced Financial Services Consultant to join our team at Wilmington Trust. As a key member of our wealth management team, you will be responsible for providing comprehensive investment management services to our clients.
Key Responsibilities:- Maintain current knowledge of financial markets, Wilmington Trust investment process, and wealth management offerings.
- Develop Individual Policy Statements (IPS) with and for clients, including annual reviews and updates.
- Implement investment strategy recommendations and prepare portfolio recommendation letters as needed.
- Maintain a thorough knowledge of various Bank resources to facilitate client service delivery and expand client relationships.
- Serve as a support associate to assigned Investment Advisors as required.
- Maintain a current understanding of changes in the industry, including Federal and state-specific regulations.
- Participate in sales efforts and identify additional opportunities with existing clients.
- Understand and adhere to Company risk and regulatory standards, policies, and controls.
Requirements: Bachelor's degree and a minimum of 1 year's investment-related experience or equivalent combination of higher education and work experience. Comprehensive industry and investment knowledge, strong verbal and written communication skills, and proficiency in pertinent office software.
Location: Rochester, New York, USA. Estimated salary: $42.75 - $69.38 per hour, based on industry standards and location.
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Rochester, New York, United States Coordinated Care Services, Inc. (CCSI) Full timeAbout the PositionWe are seeking a skilled Outsourced CFO and Financial Management Consultant to join our team at Coordinated Care Services, Inc. (CCSI). As a key member of our organization, you will play a critical role in providing expert consultation and technical assistance to our customers in the areas of financial management and quality...
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Financial Services Representative
3 weeks ago
Rochester, New York, United States OneMain Financial Full timeAbout OneMain Financial:">OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. With over 1,300 community branches across the U.S., our team members help millions of customers solve critical financial needs, including debt consolidation,...
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Financial Consultant
5 days ago
Rochester, New York, United States MassMutual New York State Full timeAbout the RoleAs a Financial Professional with MassMutual New York State, you will guide individuals, families, and businesses into a secure financial future. You will leverage our comprehensive insurance and investment product lines to create tailored solutions that meet their unique needs.This is an exceptional opportunity to build a successful career with...
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Consultant for Fiscal Operations
4 days ago
Rochester, New York, United States Coordinated Care Services, Inc. (CCSI) Full timeCoordinated Care Services, Inc. (CCSI) is a leading provider of program management services, consulting, and operational support. We are seeking a skilled Consultant for Fiscal Operations to join our team in Rochester, NY.This is a full-time position offering a competitive salary of $75,000 per year. The successful candidate will have a bachelor's degree in...
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Strategic Financial Advisor
4 weeks ago
Rochester, New York, United States Coordinated Care Services, Inc. (CCSI) Full time**About Coordinated Care Services, Inc. (CCSI)**We are a leading provider of program management services, consulting, and operational support to local departments of mental health and social services, state agencies, community-based organizations, and school districts across New York State and beyond.Our mission is to help people and communities thrive by...
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Financial Operations Manager
4 weeks ago
Rochester, New York, United States Securian Financial Group Full timeAbout Securian Financial GroupWe are a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. Our team is passionate about delivering exceptional service and support to our clients.Job SummaryThe Finance Business Partner will play a critical role in supporting the overall expense management of...
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Senior Finance Consultant
4 weeks ago
Rochester, New York, United States Securian Financial Group Full timeCompany OverviewAt Securian Financial Group, we believe in fostering a culture that values diversity, equity, and inclusion. Our company is committed to making a positive impact on our community and the lives of our associates.Job DescriptionWe are seeking an experienced Finance Business Partner to join our team. The ideal candidate will have a strong...
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Healthcare Financial Operations Specialist
4 days ago
Rochester, New York, United States Freed Maxick CPAs P C Full timeFreed Maxick CPAs P C, a leading accounting firm in Western New York, is seeking an experienced professional to join their Healthcare Consulting Practice as a Manager, Healthcare Accounting Advisory Services. With a strong background in accounting and finance, this individual will be responsible for providing expert guidance to clients in the healthcare...
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Financial Service Representative
4 weeks ago
Rochester, New York, United States Advantage Federal Credit Union Full timeAbout the Position:">The Financial Service Representative role at Advantage Federal Credit Union involves serving as a liaison between members and the organization, providing exceptional customer service while promoting financial products and services. This position requires a strong understanding of credit union policies, procedures, and products, as well...
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Financial Services Specialist
1 week ago
Rochester, New York, United States Advantage Federal Credit Union Full timeJob OverviewAre you passionate about delivering exceptional customer experiences? We are seeking a skilled Financial Services Specialist to join our team at Advantage Federal Credit Union.The successful candidate will have a strong understanding of financial services and excellent communication skills. This role requires flexibility, with shifts on...
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Financial Services Representative
4 weeks ago
Rochester, New York, United States Advantage Federal Credit Union Full timeCompany OverviewAdvantage Federal Credit Union is a Not-for-Profit financial organization, wholly and locally owned and operated by and for its members. Our mission is to be every member's first choice for financial services.
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Financial Services Representative
4 weeks ago
Rochester, New York, United States Advantage Federal Credit Union Full timeCompany Overview:About Advantage Federal Credit Union, a Not-for-Profit financial organization wholly and locally owned and operated by and for its members. Our mission is to be every member's first choice for financial services.
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Financial Services Specialist
1 week ago
Rochester, New York, United States MassMutual New York State Full timeJob OverviewWe are seeking a highly motivated Financial Professional to join our team at MassMutual New York State.This role offers the opportunity to build a career with significant income potential, providing individuals, families, and businesses with expert financial guidance and support.About the RoleAs a Financial Professional, you will be responsible...
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Financial Services Coordinator
2 weeks ago
Rochester, New York, United States RDG & Partners Full timeWe are currently seeking a highly skilled Bookkeeper to join our team at RDG+Partners. As a key member of our accounting department, you will be responsible for performing a range of accounting tasks, including preparing financial reports, reconciliations, and analyzing financial data.About the Role:The successful candidate will have strong technical skills,...
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Financial Services Specialist
3 days ago
Rochester, New York, United States Advantage Federal Credit Union Full timeThe estimated salary for this position is $17.00 per hour. The Teller maintains a friendly, approachable and professional attitude in servicing members according to credit union expectations; businesslike appearance, Receives and processes member financial and service transactions, including deposits, withdrawals, transfers, loan payments, corporate checks,...
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Senior Tax Consultant
4 weeks ago
Rochester, New York, United States Intuit Full timeAbout the Role: We are seeking a highly skilled Senior Tax Consultant to join our team at Intuit. As a Senior Tax Consultant, you will play a critical role in helping our customers complete their taxes using our TurboTax products.Your Key Responsibilities:- Provide tax advice and full-service return preparation to our customers- Conduct tax calculations and...
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Financial Operations Director
4 weeks ago
Rochester, New York, United States Rochester Mazda Full timeRochester Mazda, a prominent dealership in the Rochester Motor Cars family, is seeking a highly skilled Financial Operations Director to lead our north Rochester location. With an estimated annual salary of $70,000 - $90,000 based on industry standards and regional factors, this role offers an attractive compensation package.Job OverviewThis position plays a...
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Business Services Manager
3 days ago
Rochester, New York, United States Coordinated Care Services, Inc. (CCSI) Full time**Job Summary**We are seeking a talented Program Director to contribute their expertise in providing essential business services to our provider organizations and customers. The Program Director is responsible for the logistical operations and financial management of the organization.The successful candidate will be a hands-on and collaborative manager with...
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Financial Services Representative Position
2 weeks ago
Rochester, New York, United States Van Travis - State Farm Agent Full timeJob SummaryWe are looking for a skilled and ambitious professional to fill the Insurance and Financial Services Position at Van Travis - State Farm Agent. As a successful candidate, you will have a solid foundation in insurance and financial services, excellent communication skills, and a passion for driving customer success. Our Agency Aspirant program...
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Financial Services Operations Specialist
5 days ago
Rochester, New York, United States Delibert Employment Solutions Full timeDelibert Employment Solutions is seeking a dedicated and detail-oriented Financial Services Operations Specialist to join our dynamic team. This role offers the opportunity to develop a comprehensive understanding of the financial services industry.Estimated Salary: $60,000 - $80,000 per year.Job OverviewA prestigious financial services firm seeks a skilled...