Finance advisor jobs in Amherst, NY - 104 jobs

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth management strategy. + Enhance and preserve relationships with key partners to boost client introductions and engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing relationships through partnership referrals. + Tailor wealth management planning to meet client needs. + Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials + Series 7, 63, 65 (or 66) active and valid. + A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated track record in new business development and client book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. + Comfortable operating in a dynamic, entrepreneurial environment. + Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ************************************** . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Work Schedule + Hours per Week: 40 + Work Schedule: Varies Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. 12/31/2025

Job Description Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation: $75,000+ at plan with benefits Responsibilities: Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Design customized financial plans suitable for each client based on potential life changes and changing financial needs Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations Qualifications: A Bachelor's degree in business administration, finance, or a related field is required Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Strong interest in financial planning and investment management Excellent interpersonal and communication skills Sales experience or customer service background Willing to study and obtain a Life Insurance license Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 professionals in Europe, the U.S., Latin America, Asia, and the Middle East. In Financial Advisory, Alantra has completed over 1,000 transactions in the last five years. Alantra combines a strong local presence in key financial centers with global sector- and product-specialized teams. In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital). As of 31 December 2024, assets under management from consolidated and strategic businesses stood at more than €16.5bn. Job Description: Overview ALANTRA is seeking to hire an Investment Banking Associate to help support it's Industrials M&A and capital raising advisory business. The position will be located onsite in New York, NY. The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra's U.S. Managing Directors and Partners. Associates are given substantial responsibility and are highly productive in helping grow the business. The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm's success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting. Responsibilities Develop and author pitch materials Prepare client presentations and deal documents, including but not limited to teasers, confidential information memoranda, and management presentations Conduct extensive financial and valuation analyses Build advanced financial models that help establish suitable capital structures, financial covenants, and sensitivity to key variables Produce comprehensive industry and company-specific research Develop marketing strategies, conduct buyer outreach and target approach Manage due diligence and provide transaction support Support transaction negotiations Participate in the recruitment, development, training, and mentoring of Analysts and junior resources Why Alantra Alantra offers a unique experience for Associates to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Associates will be presented with significant career growth opportunities across numerous sectors and offices. Team-oriented and collaborative culture Unique career development opportunities with focus on long-term growth and success Global training programs 100% Healthcare coverage options, HRA and FSA options, dental, vision insurance Fitness reimbursement 401k with match Employee assistance program Competitive salary and bonus plans Competitive vacation and holiday plans Pre-tax commuter benefits Company events and international offsites Team-wide community service initiatives Access to global network Requirements: Qualifications / Requirements 3 to 5 years of relevant experience in investment banking required Bachelor's degree required; MBA preferred. Focus in business, finance, accounting or similar preferred. Strong knowledge of M&A and capital raising with the ability to apply skills creatively to a diverse set of clients' needs Solid finance/accounting knowledge; ability to analyze and value businesses Experience in reviewing analysts' work models, valuations, and training; mentoring and pitch presentations Sound judgment, particularly in valuation matters; strong analytic skills, specifically DCF's and LBO's, and the ability to talk through previous deals comprehensively Exceptional interpersonal and presentation skills Outstanding written and oral communication skills Excellent analytical, creative, and strategic thinking skills Team player mentality combined with the ability to work independently Strong organization skills with ability to multi-task and prioritize deliverables Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment Location: New York, NY Start Date: Immediate Base compensation band: $130,000 (Min) - $180,000 (Max). This role is also eligible for an annual bonus in addition to the base salary. Actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints. Alantra is an equal opportunity employer.

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Work Schedule Hours per Week: 40 Work Schedule: Varies

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice 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 by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank organization, you will be based in Erie, PA. This position may also be located in one of PNC Bank's Northeast PA offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor III, you will manage a full book of business of 80-90 investment client relationships, which can range from 1 client with 1 account to multiple clients with multiple account in the same relationship. These will include varying levels of complexity. The ideal candidate will meet the following qualifications: - Client engagement skills - Investment skills and experience - CFP, CFA, or CIMA credentials - In-depth investment knowledge needed - Able and willing to work in a team environment PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. + Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. + Demonstrates knowledge of complex investment and asset management strategies. + Responsible for maintaining and growing assets under management. Additionally supports the sales efforts of the business through the introduction and expansion of financial services to the client. + Executes risk management practices through the adherence to PNC's policies and procedures. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management **Competencies** Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling **Work Experience** Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** No Required License(s) **Pay Transparency** Base Salary: $65,000.00 - $209,300.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. **Application Window** Generally, this opening is expected to be posted for two business days from 10/01/2025, although it may be longer with business discretion. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Company:MarshDescription: Marsh is seeking candidates for our open Client Advisor position based in our Boston or NYC office in our FINPRO practice, support Private Equity clients. This is a hybrid role that will be in the office 3x per week. What can you expect: Becoming a member of Marsh's best in class FINPRO team who delivers expert broking & strategy solutions to help manage risk with confidence. In this Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients. Helps identify the need for new products and develops innovative solutions for clients. Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary. Delivers technical expertise in the delivery and presentation of RFP's What's in it for you? Gain exposure to key stakeholders and have the ability to make strong business connections. An opportunity for long term growth within a dynamic and growing business unit. Ability to make an immediate impact to support our book of business and growth of the organization. Exceptional benefits, great time off and additional perks that come with working at Marsh. We will count on you to: Independently oversees and manages large or complex accounts and brings the entire team together to formulate the procedure and go to market strategy. Works to maintain a near complete understanding of the clients' business strategic priorities, risk strategies and risk management needs to provide advice accordingly to successfully serve clients. Utilizes expert risk expertise and knowledge of industry and insurance market place to review clients' exposures and loss experience and develop solutions for complex clients' needs, including recommending additional products and services as solutions. True Develops, presents, and oversees the execution of renewal/placement strategies in conjunction with Placement, Advisory Leaders and Client Executives across all zones where product, industry or account criteria dictate. Presents to prospective clients, identifies the need for new products, develops/suggests innovative solutions to client and client team members to gain new clients and projects. Builds and maintains relationships with clients, and ensures that their complex risk management needs are appropriately met. Oversees the production of client deliverables and delivering the final placement to the client to ensure the quality of materials delivered to clients. Engages in independent senior-level client interaction and demonstrates expertise in problem solving, areas of coverage and client relationships. Serves as a thought leader within the Company and maintains an in depth knowledge of changing risk and insurance market conditions. What you need to have: 5+ years industry experience, broker exp. preferred Management Liability experience a must, PEMA experience a plus P&C license a must, or ability to obtain Bachelors' degree preferred What makes you stand out? Ability to build strong relationships and build rapport with internal colleagues, clients and carriers. Self-starter, resourcefulness with the ability to bring solutions and ideas to the firm. Being able to be part of a collaborative team and feel that you can make an immediate impact. Having an interest in how you fit in with achieving the practice's goals and an interest in how to meet those goals. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $116,400 to $248,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Ready to launch a thriving career with unlimited earning potential? The Brighton Securities Financial Advisor Development Program offers one of the most dynamic and rewarding opportunities in the industry! If you're eager to learn, grow, and succeed, this is your chance to be part of a program that's setting the bar for success. As a participant, you'll be learning directly from industry leaders and mentors, gaining hands-on experience in sales, investment strategies, and business management. You'll work with clients to craft tailored strategies that help them protect their wealth and reach their financial goals. You'll build long-lasting relationships, positioning yourself as a trusted advisor and driving your career forward! At Brighton Securities, we're passionate about your success! Our strategic, tiered approach ensures that regardless of your experience level, you're equipped with the tools, training, and mentorship to succeed at every stage. Here's why this program is a game-changer: 🔥 Training with the Best: Learn from the industry's most successful experts who will guide you on everything from prospecting to wealth management. 🔥 Build Your Client Pipeline: Develop long-term client relationships and help them achieve their financial goals with personalized strategies. 🔥 Real Results: Graduates of our program are on track to earn six-figure incomes within just 3 years! Your Path to Success Includes: Full registration with FINRA, and preparation for Series 7, 66, and SIE exams (if applicable) Comprehensive, hands-on training plan Mentorship with seasoned financial professionals Build your own client base while receiving full-time financial advisor support What's in it for you? 💼 Competitive Base Salary + Commissions + Bonuses 🛡️ Comprehensive Benefits Package including medical, dental, and vision coverage, 401(k) match, and Employee Assistance Programs💡 Proven Business Plan Model for success📈 Personal Marketing Budget & Guidance to grow your brand📚 Expert Guidance in wealth management, sales strategies, and investment topics🤝 Dedicated Back Office Team to support you every step of the way Qualifications? We want driven individuals with: 🎓 A Bachelor's degree in a related field💼 At least 1 year of sales or business development experience🔥 A passion for networking and building relationships💡 An entrepreneurial mindset with a client-first attitude🎤 A confident and engaging presence Why Choose Brighton Securities? Our program isn't just a steppingstone. Upon successful completion of the program, you'll be ready to enjoy a rewarding and lifelong career in the financial services industry. Are you ready to take control of your success and build your future with us? Apply now! Committed to Equal Opportunity Brighton Securities believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for those positions they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Brighton Securities will make reasonable accommodation for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation imposes an undue hardship on the operation of our business.

Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of smaller, less complex accounts. Solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client's best interest in mind. **Primary Responsibilities:** + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios, to meet their needs and with their best interests in mind; offer an array of products and services best suited to meet those needs; sell and close these independently. Profile customers and deliver recommendations to ensure these needs are met. + Accounts are within a centralized function comprised of generally smaller and less complex accounts. Use sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions in a moderately complex level of suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer. + Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with amindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment of a smaller, less complex nature, utilizing experts in , Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. + Utilize COIs (Centers of Influence) to offer a diversified set of solutions and full scope of investment products and services to meet the best interest of clients and within regulatory requirement. + Increase assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs. + Coach and mentor less experienced Financial Advisors, Licensed Bankers and Business Banking staff to ensure quality investment and insurance referrals. + Meet or exceed established sales goals for assigned portfolio, while meeting individual client needs and complying with pertinent policies and regulations. + Maintain customer appointment activity log on a weekly basis, to substantiate advisory and referral activity; follow-up on activity levels of all products to meet or exceed expectations. + Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential are met or exceeded. + Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of customer needs + Deliver a high quality customer service experience during each customer interaction through a complete understanding of sales process, policies and licensing requirements to contribute to the attraction, retention and expansion of client relationships + Ensure accuracy in completing required paperwork to comply with standard procedures, regulatory requirements and firm policies. + Serve as a primary PIC (Supervisor/Person-in-Charge) to lead and manage customer relationships to bring the full spectrum of investment and insurance solutions to each client based on their individualized needs. + Regularly review customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering) and KYC (Know Your Customer) requirements to protect Bank interests. Address issues of non-compliance by requesting additional information from the client and updating the remediation tool in the appropriate system. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** **Education and Experience** **Required:** Associates' degree and a minimum of 2 years' investment or insurance sales experience, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience, including a minimum of 2 years' investment or insurance sales experience FINRA Series 7, 63 and 65 or 66 licenses Pertinent state Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank organization, you will be based in Erie, PA. This position may also be located in one of PNC Bank's Northeast PA offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor III, you will manage a full book of business of 80-90 investment client relationships, which can range from 1 client with 1 account to multiple clients with multiple account in the same relationship. These will include varying levels of complexity. The ideal candidate will meet the following qualifications: * Client engagement skills * Investment skills and experience * CFP, CFA, or CIMA credentials * In-depth investment knowledge needed * Able and willing to work in a team environment PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Manages accounts in accordance with investment objectives that have been developed with the client. * Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. * Demonstrates knowledge of complex investment and asset management strategies. * Responsible for maintaining and growing assets under management. Additionally supports the sales efforts of the business through the introduction and expansion of financial services to the client. * Executes risk management practices through the adherence to PNC's policies and procedures. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management Competencies Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling Work Experience Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $65,000.00 - $209,300.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 10/01/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Job Description Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending. This career can offer many benefits, advantages and rewards that many jobs simply cannot provide. At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work life blending, a sense of ownership and pride that comes with the opportunity to build a business for yourself, but not by yourself. As we continue in our successful growth, already an established industry leader, we are looking for: · self-motivated, driven and ambitious entrepreneurial individuals who want to seize the opportunity to build a significant, sustainable financial services practice, and · be willing to put in the effort, commitment and work ethic to realize their goals · while achieving this through a greater good, who genuinely want the ability to bring peace of mind and financial security to others. Could this be you? Our local agency offers a unique business model with top leadership combining to have over 175 years of industry experience. · Turnkey marketing programs to help you launch and build your business · Extensive training and ongoing education through a varied curriculum, to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, Hoopis Performance Network and ongoing education opportunities through the American College. · Support: locally for all areas of your practice, together with the backing and resources of a Fortune 500 company, and third largest broker dealer. · Benefits* include: subsidized health insurance, 401k with match, cash balance pension plan, new advisor start up incentive based subsidy, competitive compensation, bonuses, monthly allowances. · Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we offer non-MassMutual solutions through Ash Brokerage and Crump platforms. Your Responsibilities Will Include: · building a client base, executing marketing strategies · conducting financial reviews and assessments, designing and implementing financial plans · collaborating with your fellow advisors and support team · learning industry fundamentals and moving into advanced markets and financial concepts · serving clients with care, compassion, and integrity Preferred Skills And Experience People from all walks have life and all ages have become successful financial advisors. So, we are always interested in talking with the individual who can share in our vision and our passion. However, some skills/experience that could prove beneficial for this career: · Bachelor's degree or equivalent work experience · Life and Health Insurance license and/or Series 7 & 66. We will sponsor and subsidize licensing costs · A demonstrated track record of success and a commitment to self-improvement · A sense of accountability, results driven and revenue focused · 3 years plus experience as a full-time sales person preferred but not required · Desire for performance based compensation essential. · Outgoing personality with the ability to develop relationships and strong communication skills · Self-disciplined with ability to work autonomously but still be a team player · A strong network and active in the community · Customer service mentality with a strong code of personal ethics · Stable financial background Competitive compensation with full benefits and new advisor incentive based subsidies, plus bonuses. Additionally, you have the ability to earn recognition trips to great locations around the country and world! **FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. FORTUNE and Time, Inc. are not affiliated with, and do not endorse products or services of MassMutual.

**Company Information** At Thermo Fisher Scientific, our Finance teams are essential to our business and functional teams to make educated, sound decisions that drive our Mission and make us a stable and trusted industry leader. From Financial Planning & Analysis, Tax, Treasury, Financial Reporting, Audit, Investor Relations, Strategy & Corporate Development to Accounting, our Finance functions have a diverse and global presence, providing significant opportunities to develop unique career experiences and perspectives. Ranked #95 on the 2021 Fortune 500 list and with revenues of more than $35 billion, you'll discover endless opportunities to grow a rewarding career as part of the world leader serving science. **How you will make an impact** Biologic and Chemicals Division (BCD) is a $1.3B business within BPG Group, which offers Cell Culture and Cell Therapy products serving the Pharmaceutical and research market. We are seeking an Analyst who will be an integral part of Grand Island finance team to support the delivery of our near and long-term financial objectives. **Job Description** **Job Title: Financial Analyst III** Reports To: Margaret Dowd; Sr Finance Manager Group/Division: BCD Finance/BPG Career Band: 6 Job Track: Professional Position Location: Grand Island, NY Number of Direct Reports: 0 Day/Shift (if applicable): N/A FLSA Status (Exempt/Non-Exempt): Exempt Relocation (if applicable): no **Key Responsibilities** + Work closely with key Operations business partners to identify and mitigate issues impeding the achievement of business goals + Responsible for assisting with period-end manufacturing financial reporting, manufacturing variance forecasts including the liaison with business partner to assist them in meeting the spending forecast, business needs and critical issues. + Support Sr Manager with data analysis on Plant Performance including monthly report outs to leadership - focus on scrap and excess and obsolescence + Assist in the preparation of monthly/quarterly financial forecast update and annual Operating (AOP) plans + Prepare Cost quotes on new products + Partner cross-functionally to provide financial guidance on Productivity improvement **Minimum Requirements/Qualifications:** + BS degree in Finance or Accounting or Business-related field + 3+ years of relevant experience **Knowledge, Skills, Abilities** + Effective verbal and written communication skills, able to summarize and present information in a concise and effective manner + Attention to detail and consistently delivering high quality work. Ability to learn quickly, meet deadlines and multi-task in deadline driven environment + Good understanding of business processes and operations & financial controls, able to identify control weaknesses in existing process and recommend mitigation actions + Ability to manage multiple and competing priorities + Analysis and interpretation of data, including proficiency in Excel **Preferred Qualifications:** + Cost accounting experience + Experience with Hyperion Essbase, Hyperion planning, Cognos and E1 **This position has not been approved for Relocation Assistance.** At Thermo Fisher Scientific, each one of our 90,000 extraordinary minds have a unique story to tell. Join us and contribute to our singular mission-enabling our customers to make the world healthier, cleaner and safer. Apply today! **************************** Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. **Compensation and Benefits** The salary range estimated for this position based in New York is $75,800.00-$100,000.00. This position may also be eligible to receive a variable annual bonus based on company, team, and/or individual performance results in accordance with company policy. We offer a comprehensive Total Rewards package that our U.S. colleagues and their families can count on, which includes: + A choice of national medical and dental plans, and a national vision plan, including health incentive programs + Employee assistance and family support programs, including commuter benefits and tuition reimbursement + At least 120 hours paid time off (PTO), 10 paid holidays annually, paid parental leave (3 weeks for bonding and 8 weeks for caregiver leave), accident and life insurance, and short- and long-term disability in accordance with company policy + Retirement and savings programs, such as our competitive 401(k) U.S. retirement savings plan + Employees' Stock Purchase Plan (ESPP) offers eligible colleagues the opportunity to purchase company stock at a discount For more information on our benefits, please visit: ***************************************************** Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.

In this role, you will be an integral member of the Office of the Chair in the Department of Medicine , collaborating to conduct data analysis, reporting, reconciliation, financial transaction processing, and budgeting. The opportunity uniquely exposes you to the academic medical center environment and learning across finance, revenue cycle, research grants, and clinical quality and operations. The ideal candidate will practice strategic thinking, creativity, and attention to detail, enjoy working in a highly collaborative setting, adapt easily to changing tasks, and operate comfortably with a degree of autonomy in their work. Responsibilities include: Analyze appropriate funding sources and availability of funds for purchase and expenses. Manage funds and process documentation to allocate distributions for payroll. Collaborate to assist with the annual budgeting process. Review and approve expenditures against the approved budget. Create financial reports. Reconcile monthly financial statements and identify trends in financial and research data. Prepare multifaceted data analysis for finance, revenue cycle, and productivity metrics at the provider and center level. Adapt analysis to end users. Present analysis to center leadership. Respond to routine and complex financial inquiries Provide financial information for research projects; maintain dashboards, reports and other data sets. Learn more: Our benefits , where we prioritize your well-being and success to enhance every aspect of your life. Being a part of the University at Buffalo community. University at Buffalo is an affirmative action/equal opportunity employer and, in keeping with our commitment, welcomes all to apply including veterans and individuals with disabilities. Minimum Qualifications Bachelor's and 2 years of experience Preferred Qualifications 5 or more years of related experience Financial or data analysis experience in a healthcare or research setting. Familiarity with utilizing Microsoft Excel to build reports, analyze, and visualize data from a variety of data sources. Power BI.

Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. This position provides an opportunity to transition from other private, public, government or military experience to a 3M career. The Impact You'll Make in this Role As a Plant Financial Analyst for the United States and Canada (USAC), you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: * Serving as the financial business partner for CBG plants * Supporting plant and business teams through annual operating plan, monthly forecasting, and review processes * Influencing strategies, priorities, and resource allocation decisions for the business * Collaborating with cross-functional business team members to assess the impact, prioritize, and implement initiatives to help the organization meet its financial and operational goals * Ensuring compliance with 3M's Global Financial Standards Your Skills and Expertise To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: * Bachelor's degree or higher in Finance or Accounting (completed and verified prior to start). Additional qualifications that could help you succeed even further in this role include: * Three (3) years of finance and accounting experience in a private, public, government, or military environment * Excellent influencing, written, and verbal communication skills * Experience leading others and contributing on cross-functional teams * Excellent organizational skills Work location: Onsite: Maplewood, MN, Tonawanda, NY; Cynthiana, KY; and Perth, Canada (job duties require travel to 3M Headquarters at least 4 days per week ) Travel: May include up to 10% domestic Relocation Assistance: Not Authorized Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status). Supporting Your Well-being 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. Chat with Max For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.

Daemen University is a dynamic, independent, liberal arts institution committed to excellence in student centered learning. The University places special emphasis on preparing students for excellence in professional life, civic engagement, and on instilling and understanding that learning is an exciting lifelong journey. Students are encouraged to be creative, innovative, ethically minded leaders for an ever-changing, diverse, and interconnected world. The Mission of Daemen University is to prepare students for life and leadership in an increasingly diverse and complex world through the integration of education and professional preparation. Daemen University is going beyond instrumental needs to foster the development of individuals who are dedicated to the health and well-being of local and global communities. Purpose of Role The Financial Aid Specialist assists with the day-to-day operations of the Financial Aid office and ensuring the effective delivery of financial aid services to students. About This Opportunity Joining our Financial Aid team, the Financial Aid Specialist will be responsible for the following: * Prepare financial aid files for all students. * Review packaging summary reports to identify first-year and transfer students in need of packaging. * Assist with all aspects of federal work study: monitor federal work study earnings; post final federal work study earnings in Colleague at year-end; provide financial aid work study eligibility status information to HR Student Employment Coordinator as needed. * Front-facing position: greet office visitors, answer phones, respond to emails. * Open, sort and file mail. • File financial aid folders in appropriate file cabinet. * Check all outgoing aid packages/letters for accuracy. * Track and order office supplies and print materials as necessary. * Create file folders for new incoming students. * Assists with supervision of student work study in Financial Aid office. * Perform other duties as assigned. Required Qualifications * High school diploma or equivalent * Previous customer service experience preferred. * Previous banking or financial aid experience preferred Total Compensation Daemen University offers a robust total compensation package that includes: * Health insurance with an option of two plans: an HSA plan with the deductible funded by employer HSA contributions, or a copay plan. * Dental insurance through the Guardian network. * Vision insurance through the Guardian network, and an option between the VSP or Davis plans. * An 8% employer contribution to the retirement savings account when employees contribute just 5%. * Fully paid long term disability insurance, guaranteed-issue life insurance for new hires up to a volume of $150,000. * Tuition waiver for full-time employees and their qualified dependents. Entrance in Tuition Exchange scholarship opportunities to pursue education at other institutions. * Generous time off for administrative and staff employees. Daemen University strongly encourages all campus community members to get vaccinated for COVID-19, including a booster vaccine.

Accelerate your career. Join the organization that's driving the world's technology and shape the future. Ingram Micro is a leading technology company for the global information technology ecosystem. With the ability to reach nearly 90% of the global population, we play a vital role in the worldwide IT sales channel, bringing products and services from technology manufacturers and cloud providers to business-to-business technology experts. Our market reach, diverse solutions and services portfolio, and digital platform Ingram Micro Xvantage™ set us apart. Learn more at ******************* Come join our team where you'll make technology happen in surprising ways. Let's shape tomorrow - it'll be a fun journey! This position is located in our Buffalo-NY, Irvine-CA, or Scottsdale-AZ office with opportunity to be on a hybrid schedule and a few days remote per week. The Financial Analyst Business Partner acts as the financial strategist and business catalyst for the teams they support, serving as a consultant and thought leader to drive business performance. In this role, you will act as a trusted advisor to senior leadership, challenging assumptions, identifying opportunities, and influencing decision-making with a commercial mindset. You will be embedded in the business, proactively uncovering risks and opportunities to drive profitability and optimize working capital. This role requires an entrepreneurial, sales-focused approach to finance-helping teams execute growth strategies, pricing models, and deal structures that maximize financial outcomes. You will support the annual budget process, monthly forecasts, and provide ongoing financial insights that connect financial performance to business strategies. To excel in this role, candidates must take full ownership of financial outcomes, anticipate challenges, and drive data-driven decision-making to optimize business results. Ideal Candidate Profile We are looking for a financial professional with a business-owner mindset who thrives in fast-paced environments and proactively identifies ways to optimize profitability and accelerate growth. The ideal candidate is: A Business Partner First, a Finance Professional Second - You are ingrained in the business, not just reviewing numbers. You anticipate challenges, ask the right questions, and push teams to drive results. Entrepreneurial & Proactive - You take ownership of your work, proactively identifying risks, opportunities, and solutions before they arise. Sales-Savvy - You think like a sales leader, using financial insights to influence deal structures, pricing strategies, and revenue opportunities. Results-Oriented & Impact-Driven - You go beyond reporting; you take action and ensure financial insights translate into tangible business outcomes. An Influential Communicator - You can challenge and persuade business leaders using data and storytelling to guide strategic decision-making. Key Skills & Knowledge Strong business acumen with a sales-driven finance mindset. Advanced financial modeling and scenario analysis skills to guide decision-making. Ability to influence and negotiate with sales teams, vendors, and business leaders. Commercial finance experience in B2B, distribution, or manufacturing is highly preferred. Entrepreneurial problem-solving-proactively identifies and addresses business risks and opportunities. Ownership mentality-takes full responsibility for financial outcomes and performance improvements. Requirements: Four-year college degree (or additional relevant experience in a related field). Minimum 10 years functional experience including a minimum of 5 years position specific experience. Ability to make significant contributions to the company. Competencies: Financial Acumen, Drives Results and Situational Adaptability This role is an individual contributor role; the internal title is Financial Business Manager reporting into the Director, Financial Planning & Analysis. The role is hybrid and requires 3 days in office and 2 remote . #LI-SK1 #hybrid The typical base pay range for this role across the U.S. is USD $100,500.00 - $170,900.00 per year. The ranges above reflect the potential annual base pay across the U.S. for all roles; the applicable base pay range will depend on the candidate's primary work location, pay grade, and variable compensation plan. Individual base pay within each range depends on various factors, in addition to primary work location, such as complexity and responsibility of role, job duties/requirements, and relevant experience and skills. Base pay ranges are reviewed and typically updated each year. Offers are made within the base pay range applicable at the time of hire. New hires starting base pay generally falls in the bottom half (between the minimum and midpoint) of a pay range. At Ingram Micro certain roles are eligible for additional rewards, including merit increases, annual bonus or sales incentives and long-term incentives. These awards are allocated based on position level and individual performance. U.S.-based employees have access to healthcare benefits, paid time off, parental leave, a 401(k) plan and company match, short-term and long-term disability coverage, basic life insurance, and wellbeing benefits, among others. This is not a complete listing of the job duties. It's a representation of the things you will be doing, and you may not perform all these duties. Please be prepared to pass a drug test and successfully pass a pre-employment (post offer) background check. Ingram Micro Inc. is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected category under applicable law.