Financial Services Advisor

3 days ago


Rochester, New York, United States Sean Davern - State Farm Agent Full time
Responsibilities
  • Establish relationships with potential clients and develop customized plans to meet their needs.
  • Utilize a customer-focused approach to offer products that best fit each client's situation.
  • Contact existing customers to review their current policies and provide recommendations for additional protection.


  • Rochester, New York, United States Stonebriar Auto Services LLC Full time

    Job OverviewWe are seeking a talented Service Advisor to join our team at Stonebriar Auto Services, a leading provider of vehicle preventive maintenance services with over 100 locations across the United States.The ideal candidate will have strong sales experience and be able to communicate effectively with customers to determine their diagnostic and...


  • 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...


  • Rochester, New York, United States Wilmington Trust Full time

    Job SummaryWe 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,...


  • Rochester, New York, United States OneMain Financial Full time

    About 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,...


  • Rochester, New York, United States MassMutual New York State Full time

    Join Our TeamWe are seeking a skilled Financial Professional to join our team at MassMutual New York State.In this role, you will work closely with clients to understand their financial goals and develop customized plans to help them achieve success.You will be part of a dynamic and supportive team that values diversity, teamwork, and work-life balance.About...


  • Rochester, New York, United States MassMutual New York State Full time

    Job DescriptionAs a Financial Professional with MassMutual New York State, you will guide individuals, families and businesses into the financial future they desire.You will be given the flexibility to build your own practice while receiving support and guidance from our firm's exceptional network of financial specialists, training programs and...


  • Rochester, New York, United States Securian Financial Group Full time

    About 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...


  • Rochester, New York, United States Coordinated Care Services, Inc. (CCSI) Full time

    About the RoleThe Senior Advisor, Fiscal Practice and Quality Improvement - Outsourced CFO will be responsible for partnering with senior/executive leaders of customer organizations to provide specialized consultation and technical assistance to strengthen their fiscal practices, business intelligence, and internal data management. You will advise customers...


  • Rochester, New York, United States Freed Maxick CPAs P C Full time

    Freed Maxick CPAs PC is a respected leader in the accounting industry, recognized for its expertise in financial consulting and advisory services. We are seeking an experienced Accounting and Finance Expert Advisor to join our team and help us deliver exceptional results to our clients.">The successful candidate will play a key role in providing expert...

  • Service Advisor

    5 days ago


    Rochester, New York, United States Jax Kar Wash Full time

    Job ResponsibilitiesAs a Sales Advisor, your primary duties will include:Selling the value of our membership program to customers while earning commission and potential residual for each sale.Assisting customers at the pay terminal.Maintaining a professional appearance and being customer-ready at all times.We're committed to providing excellent benefits,...


  • Rochester, New York, United States MassMutual New York State Full time

    Job OverviewWe are seeking an experienced Financial Professional to join our team at MassMutual New York State. As a key member of our sales force, you will work closely with clients to understand their financial needs and develop customized solutions to meet those needs.This is an excellent opportunity to build a successful career with a reputable company....


  • Rochester, New York, United States Wilmington Trust Full time

    OverviewWe are seeking a skilled Wealth Investment Associate to join our Wealth Advisory Services team at Wilmington Trust. In this role, you will provide comprehensive investment management services to our clients, operating within a professional team environment.You will maintain current knowledge of financial markets, articulate current and relevant...


  • Rochester, New York, United States Advantage Federal Credit Union Full time

    About 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...


  • Rochester, New York, United States Advantage Federal Credit Union Full time

    Job 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...


  • Rochester, New York, United States Advantage Federal Credit Union Full time

    Company 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.


  • Rochester, New York, United States Advantage Federal Credit Union Full time

    Company 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.


  • Rochester, New York, United States MassMutual New York State Full time

    Job 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...


  • Rochester, New York, United States RDG & Partners Full time

    We 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,...


  • Rochester, New York, United States Advantage Federal Credit Union Full time

    The 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,...


  • Rochester, New York, United States Tom Kadlec Honda Full time

    Join Our TeamWe are looking for an enthusiastic Automotive Technician to join our team at Tom Kadlec Honda. As an Automotive Technician, you will be responsible for ensuring the highest level of customer satisfaction by providing exceptional service and maintaining vehicles to the highest standards.The estimated annual salary for this position is...