Finance advisor jobs in Greece, NY

Job Description Looking for a talented and driven Financial Advisor to join our rapidly growing team in Rochester, NY. As a Financial Advisor, your role will involve offering financial advice and tailored solutions to support clients in reaching their financial goals. If you thrive on interacting with people, possess a business mindset, and derive satisfaction from assisting others, then this opportunity is right for you. Joining New York Life enables you to leverage these abilities to establish a thriving practice of your own. Moreover, our team is fully committed to your success, providing comprehensive training, knowledge, and assistance to empower you in establishing your practice as a licensed financial professional. About NYL - Rochester Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We'll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: Expert training Supportive management Extensive sales and marketing support Backed by over 175 years of experience Please be aware that while this position utilizes a hybrid model, three days a week are IN OFFICE, in NY, and this is not a remote position. Compensation: $90,000 - $120,000 at plan yearly Responsibilities: Customize financial plans for each client based on potential life changes and changing financial needs Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Customize financial plans for each client based on potential life changes and changing financial needs Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: Strong interpersonal skills to develop and maintain relationships through effective communication Superior relationship skills, communication skills, and customer service skills are necessary Demonstrated business-minded drive with a passion for autonomy in managing your practice Openness to coaching and continuous learning for professional and personal development Relevant knowledge of the financial industry, financial products, and best practices is preferred Sales and finance experience is beneficial but not mandatory Ability to pass licensing exams Experience in sales & finance is helpful but not required About Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We'll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: Expert training Supportive management Extensive sales and marketing support Backed by over 175 years of experience

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Reliant Credit Union is seeking a Financial Advisor to serve the financial needs of their credit union members. Help members identify financial goals and objectives through face-to-face financial analysis and identify appropriate insurance and securities products to meet members' goals and objectives. Achieve program profitability for our Brokerage Services, Inc. and Credit Union by developing long term relationships and utilizing prescribed methods to grow business. This is a dual opportunity (W-2 employment with Reliant Credit Union and our Brokerage Services, Inc.). Responsibilities Present a professional image from a personal and professional level that will be beneficial to customers, credit union partnerships and the Company. Cultivate strong working relationships and build trust among customers through effectively working your book of business. Follow a professional, broad based sales process in accordance with the Company's procedures. Follow regulatory securities requirements and strictly adhere to all Company policies. Follow regulatory policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers in a professional manner. Follow the Company and regulatory guidelines for maintaining client files. Meet or exceed the Company's minimum program production standards along with a product mix of business consistent with the needs of your customers. Attend all required training along with additional opportunities to attend informational meetings scheduled by the Company. Requirements Three to five years of proven financial services sales success experience. Minimum production history of $200,000 annually over the last three years and preferably client assets of at least $15 million. FINRA Registration: Series 7, 63 and 65/66. Life/Health License(s). Commitment to Total Needs Bases Sales approach. 5+ to 7 years experience Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Occasionally SKILLS AND CERTIFICATIONS Selling securities Selling insurance face to face client meetings bank or credit union experience IDEAL CANDIDATESomeone that is good with dealing with people and building relationships. This location comes with a 50M book of business, so they would have to be used to dealing with a book, as well IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES):Open to most backgrounds, but wirehouse and traders are not usually a good fit. We need someone with the insurance experience, as much as the securities. Any Independent B/D, bank, or credit union.WHY WE'RE A GREAT COMPANYGreat support for the FA's, great work environment, and a stable location in a volatile arena of business. Additional Information All your information will be kept confidential according to EEO guidelines.

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.

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Overview The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client relationships. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Wealth Advisor III will create and deliver comprehensive wealth plans and coordinated financial strategies to align with each client's goals and values. The experienced advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally, while providing mentorship and guidance to colleagues. In addition to delivering comprehensive wealth planning, Wealth Advisor III is accountable for achieving new business revenue goals through proactive client acquisition and strategic relationship development. Position Goals: * Client Relationship Management & Business Development Strengthen existing client relationships to ensure long-term engagement and satisfaction. Prospect new clients by actively engaging with the community and introducing them to Tompkins Financial services. Expand share of wallet by identifying opportunities to offer additional services to current clients. Generate referrals through strategic networking with centers of influence and community involvement. * Strategic Financial Planning & Advisory: Develop comprehensive financial plans using structured processes and software tools. Ensure client experience standards are met in collaboration with the client strategy team. Create and lead client strategy teams by engaging other professionals based on client needs. Provide expert advice across wealth management disciplines (investment, banking, trust, insurance).. * Deliver personalized financial planning by uncovering client goals, values, and financial circumstances to develop tailored, comprehensive strategies that support long-term success. * Support team growth and development by mentoring colleagues, sharing expertise, and contributing to a collaborative, high-performing team environment. * Uphold compliance and ethical standards by ensuring all client interactions and business practices align with regulatory requirements and reflect the company's values of integrity, professionalism, and client-centric service. Responsibilities * Client Relationship Management * Build and maintain trusted relationships with existing clients. * Uncover client goals and develop tailored financial strategies. * Deliver presentations and facilitate client meetings with professionalism and clarity. * Monitor and adjust financial plans based on market conditions and client life changes. * Educate clients on financial concepts and empower them to make informed decisions. * Business Development * Prospect for new clients and introduce them to services provided by Tompkins Financial Advisors. * Foster relationships with centers of influence and community organizations. * Regularly attend charitable events to support community engagement. * Leverage referral networks and community involvement to expand the client base. * Represent the organization at networking events and professional associations. * Strategic Planning & Collaboration * Develop detailed financial plans using structured processes and planning software. * Assemble and lead cross-functional client strategy teams. * Act as a key advisor and resource to team members. * Collaborate with internal partners across investment, trust, banking, and insurance to deliver integrated solutions. * Contribute to strategic initiatives and process improvements within the department. * Compliance & Ethics * Ensure all activities align with regulatory requirements and company standards. * Maintain confidentiality and integrity in all client and business interactions. * Stay current on industry regulations and apply best practices in all planning and advisory work. * Document all client interactions and recommendations in accordance with compliance protocols. * Team Support & Leadership * Provide guidance to teammates on client development and sales strategies. * Promote a collaborative and growth-oriented team culture. * Mentor junior advisors and support staff to build skills and confidence. * Share expertise and contribute to a culture of continuous learning and development. * Other Duties * Support a respectful, inclusive, and compliant workplace environment. * Adhere to all internal policies and regulatory requirements. * Perform additional duties as assigned. Key Characteristics: * Customer Focus: Anticipates evolving customer needs and integrates them into strategic planning, while fostering new relationships and emphasizing exceptional service. Builds partnerships with Centers of Influence to enhance the customer experience and expand referral opportunities. * People Leadership: Champions employee engagement, retention, and development by fostering a culture of coaching, recognition, and shared leadership. Ensures succession planning, values individual contributions, and involves team members in decisions that impact their experience and growth. * Relationship Building: Cultivates strong, organization-wide relationships by proactively connecting with peers, leaders, and stakeholders. Leverages influence and diverse perspectives to foster collaboration, enhance effectiveness, and drive shared success. * Strategic Leadership & Execution: Leads departmental strategic planning in alignment with organizational goals by setting clear objectives, anticipating challenges, and developing actionable plans. Collaborates with leadership, presents business cases for initiatives, and fosters a reflective, growth-oriented team culture to ensure sustained strategic execution. * Influence: Influences strategically by aligning stakeholder interests, leveraging trusted relationships, and navigating organizational dynamics with situational awareness. Builds momentum through past successes, facilitates valuable connections, and drives support for ideas that advance business outcomes. Qualifications * Bachelor's Degree in a related field or equivalent experience required. * Minimum of ten (10) years of experience in Wealth Management, Business Development, and Relationship Management. * CFP, CPA, or JD certification(s) preferred with mandatory continuing education requirements established by the company. Benefits * Medical * Dental * Vision * 401(k) Match * Profit Sharing * Paid Time Off * 11 Holidays * Tuition Reimbursement * Free Parking throughout Tompkins Community Bank * Employee Referrals EEO Statement Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law. For more information, please click here #financialadvisors #LI-ONSITE Pay Range USD $100,000.00 - USD $135,000.00 /Yr. Bonus/Incentive Plan This position includes participation in a performance-based cash incentive plan. May also be eligible for Equity Grants.

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.

Job DescriptionYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NBT Bank in the greater Rochester, NY market would allow you to join the Investment Program at NBT Bank as a Financial Consultant associated with LPL Financial. Under this model Financial Consultants are not employees of LPL Financial. The Investment Program at NBT Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to NBT Bank for financial solutions. This position will offer: The ability to build a strong client base with the bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with NBT Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NBT Bank. Tracking # 1-05026674 Pay Range:55,000 - 75,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type: Full Time Travel Required: Yes as needed As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support. REPORTS TO: ERP Lead Consultant DIRECT REPORTS: None ESSENTIAL FUNCTIONS: · Be the trusted advisor to clients on system configuration and implementation, using Epicor's signature methodology for problem identification, implementation, documentation, testing and training · Communicate with the customer to determine needs, and contribute solution design as well as overall business strategy · Interpret requirements data and identify any gaps between current state of purchased modules and desired functionality in future state · Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner · Assist with generating quote specifications and proposal generation · Ability to adhere to project timelines and meet Service Level Agreement goals · Provide support for clients in a help desk capacity and assist in troubleshooting application questions · Provide on-site training and consulting for clients if necessary ADDITIONAL RESPONSIBILITIES: · Maintain daily timesheet and expense report entries and submit them accurately and timely · Other duties as required Requirements TECHNICAL SKILLS: · High level (Intermediate) of proficiency in MS Office and SharePoint · Experience (Intermediate) with ERP Solutions such as Infor Visual, Syteline, Epicor, Great Plains etc. SOFT SKILLS & ABILITIES: · Strong written and verbal communication skills · Pleasant and professional demeanor in all client and internal communications · Ability to multi task · Intellectually resourceful with sound/ethical judgment and effective decision-making abilities · Independent worker and able to work effectively on daily tasks without direct supervision · Strong organization skills and ability to operate efficiently throughout daily tasks · In general, own's issues through resolution, although understands when to escalate a problem to another team member and whom to escalate to; accepts escalated issues; and mentors when appropriate · Demonstrates empathy with users and professionalism at all times · Work well with clients at all levels · Operates with client satisfaction in mind · Energy, enthusiasm and results-oriented · Strong troubleshooting and analytical skills EDUCATION, EXPERIENCE, & KNOWLEDGE: · CPA or CMA Preferred · Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software · Strong knowledge in supply chain / distribution desirable · Proven success in ERP software project implementation and deployment across multi-business verticals WORK ENVIRONMENT/PHYSICAL DEMANDS: · Use of computer and office equipment · Ability to remain calm in stressful situations · Performs all administrative functions expected at this level ADDITIONAL REQUIREMENTS: · Ability to be scheduled for evening or weekend work occasionally · Valid driver's license in your state of residence and reliable personal vehicle Salary Description $85,000-$115,000

We are looking for a Finance Specialist to take ownership of day-to-day accounting and financial operations for a small but growing organization. This role is ideal for someone who is hands-on, detail-oriented, and comfortable being the go-to person for AP, AR, bookkeeping, and financial reporting. You'll manage the core accounting functions, maintain accurate financial records, and support leadership with timely financial information. Responsibilities Key Responsibilities: Accounting & Daily Finance Operations Handle full-cycle AP and AR, including invoice processing, collections, and vendor management Maintain general ledger entries and account reconciliations Process payroll or coordinate with payroll provider as needed Manage month-end and year-end close activities Financial Reporting Prepare internal financial reports, including balance sheets, income statements, and cash flow summaries Assist with budgeting and expense tracking Monitor financial accuracy and ensure organized documentation Compliance & Controls Ensure compliance with company policies and basic accounting standards Maintain internal controls and support audits or year-end review with external accountants Organize financial records and support tax-related documentation Cross-Functional Support Partner with leadership on financial questions and spending visibility Support vendors, employees, and internal teams with finance-related inquiries Help implement or streamline accounting processes and systems Qualifications Requirements: Education & Experience Associate's or Bachelor's degree in Accounting, Finance, or relevant work experience 2-5 years of hands-on accounting experience (AP/AR, bookkeeping, or general accounting) Experience in a small business or “solo accounting” environment preferred Skills & Attributes Strong understanding of basic accounting principles Comfortable owning accounting responsibilities independently Highly organized with strong attention to detail Proficient with accounting software (QuickBooks) Strong communication and problem-solving skills

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance. Key Responsibilities: Consult with clients to assess their financial situations and develop customized financial plans Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice Cultivate long-term client relationships based on trust, transparency, and results Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. Qualifications Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus) 2-5 years of experience in financial advising, wealth management, or investment consulting Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products Exceptional communication and interpersonal skills Proven track record of building and managing client relationships Team player with the ability to collaborate with others Proficient in financial planning software and CRM systems All applicants must be 18 years of age or older Preferred Skills: Experience with mass affluent, high-net-worth and commercial clients Strong analytical thinking and decision-making skills Bilingual or multilingual proficiency is a plus Familiarity with digital advisory platforms and financial technology tools High level of emotional intelligence, empathy, and professionalism Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications Comfortable working in a fast-paced, technology-driven environment Detail oriented with superior organizational skills and ability to prioritize

Hours: 40 Schedule: Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: Pay Range: $37.19 - $46.88 Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Purpose: A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard. Accountabilities: Business development and client relationship building Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals Develop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-making Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health Successfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events Host a minimum annual client strategy sessions, either in person, virtually, or at location of client's choice utilizing planning software for sessions Adhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours Cultivate and maintain productive working rapport with credit union personnel on all levels Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territory Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles Serve as subject matter expertise Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals Mentor licensed Bankers and FC1 within assigned market Personal and professional development Master tools and technology (financial planning, account opening/maintenance, client relationship management software) Maintain industry education and work toward advanced designations (CFP, ChFC) Maintain excellent compliance and operational standards. Understand and adhere to all internal written supervisory principals Comply with all NYS Insurance Department FINRA, SEC, standards and regulations Timely completion of all required regulatory continuing education Proficiency with all paperwork and processes Qualifications: Bachelor's degree or 4 years of equivalent directly related experience Minimum of 6 years directly related experience Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver) Must have experience in providing planning and implementing strategies (software and product solution expertise) Strong Knowledge of investment and insurance products Applied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard) Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper Preferred Qualifications: CFP, ChFC Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm) We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. 225 Chestnut Street * Rochester, New York 14604 * ************ * ************ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are: The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. #LI-JF1

About Us SWBR is a nationally recognized design firm with expertise in architecture, interior design, structural engineering, landscape architecture, graphic design, and civil engineering. Since our founding in 1969, the focus of our expertise and most of our current work supports education, housing, and workplace design. We are proud of the diverse range of backgrounds, personalities, and passions that make up our team. But for all our differences, we're united by a core mission: to positively impact lives through meaningful design. With 120+ professionals, we are headquartered in Rochester, New York with offices in Troy, Syracuse, and Buffalo, New York. We are currently looking to add a full-time Project Finance Specialist to our Rochester, NY office. This position provides project based financial support to our studio teams as well as assists the Controller with accounting tasks for the month-end and year-end general ledger closings. Duties: Studio focused: Handles SWBR billings and contract management, data entry into billing system, collections, reviewing consultant contracts as well as processing invoices in a timely manner. Assists with the creation and development of project resource plans. Data entry of monthly project expenses including sales tax, print slips, postage, etc. Supports Project Managers and Principals including monthly resource plan update meetings. Performs new consultant set up and maintenance, including W-9 forms and insurance certificates. Coordinates and processes rental car requests Assists Controller with the update and completion of various financial reports. This position works primarily in an office setting with moderate to light noise. Skills: Possess at minimum an Associates' degree (or equivalent professional work experience) in accounting or finance. Have 2+ years of job cost accounting experience, preferably in the A/E industry. Demonstrate excellent verbal and written communications skills, be a proactive learner, maintain attention to detail, be customer focused, and demonstrate excellent time management skills. Be a proficient user of Microsoft Office-especially Excel and Word Experience with and/or aptitude to learn database software (Deltek preferred). Ability to keep sensitive information and materials confidential. Base Salary Information: $55,455 - $62,945 (This is an Hourly, Overtime Eligible position) The above salary ranges represent a good faith range for incumbents of these positions. Actual offers will be based on experience, education level, and demonstrated skills and will be at the discretion of the employer. We actively support professional development, including steps towards licensure and/or related accreditations, as a benefit of employment. SWBR offers an outstanding compensation and benefits package and provides a creative environment. Applicants interested in joining a progressive, energetic and family-friendly firm that rewards hard-working team players and offers unlimited growth potential in a multi-studio design setting should view our website at ******************** to apply. SWBR is an Affirmative Action/Equal Opportunity Employer. Veterans and Individuals with disabilities are encouraged to apply.

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive. Job Location (Full Address): 601 Elmwood Ave, Rochester, New York, United States of America, 14642 Opening: Worker Subtype: Regular Time Type: Full time Scheduled Weekly Hours: 40 Department: 400178 Cancer Center/Clin Trials Ofc Work Shift: Range: UR URG 110 Compensation Range: $60,431.00 - $84,603.00 The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations. Responsibilities: The Financial Analyst II for Clinical Trials Office (CTO) reports to the Manager of Financial Services and is responsible for; the management of negotiations of simple/complex financial and contractual terms; making accurate, specialized decisions on a range of patient charges and insurance reimbursement guidelines; ensuring compliance with research billing office regulations; negotiating sponsor reimbursements, and compensation and other payments. This individual consults with the Office of Research and Project Administration regarding contractual rights and obligations involving issues such as indemnification, publication rights, and confidentiality; and manages activities concerned with amendments and /or extensions of contracts. This position functions under general guidance and with considerable latitude for exercise of independent judgment, this position provides administrative oversight of financial activities for all clinical research studies managed within the CTO of the WCI. Responsible for all aspects of clinical trial budget development and negotiation processes required for all clinical trial protocols submitted to the CTO. Develop, create and manage all study-specific budgets for industry supported investigator-initiated, cooperative group, and industry-initiated research projects in all phases of clinical research for the WCI, which accounts for $10 million in annual expenditures associated with 400 - 500 protocol budgets and amendments per year. Ensure budgets developed accurately account for all procedural and labor costs. Coordinate efforts with principle investigators, Disease Working Groups (DWGs), clinical study teams, industry representatives, ORPA, ORACS, and all other University and/or hospital departments to ensure all items/procedures required by protocol are accounted for and priced appropriately. Oversee all clinical trial contracting in collaboration with the Office of Research and Project Administration (ORPA); Research Billing Compliance Office, the Office of Research Accounting and Costing Standards (ORACS). Manage OnCore calendar and budget process and execution. Manage assigned portfolio of calendar builds, inclusive of internal review process. Review and evaluate trial budgets for accuracy, identify issues and propose solutions Address any study-specific amendments. Manage any budget, contract, Oncore changes and collaborate with the Compliance Office to finalize amendments. QUALIFICATIONS: Bachelor's degree in Accounting, Business Administration or Project Management and 2 years of related experience; or an equivalent combination of education and experience. Certification (finance, accounting or clinical research) preferred. Experience with databases, word processing, spreadsheets and document tracking preferred. Schedule: 8 AM-5 PM The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University's Mission to Learn, Discover, Heal, Create - and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion, creed, sex, sexual orientation, citizenship status, or any other characteristic protected by federal, state, or local law (Protected Characteristics). This commitment extends to non-discrimination in the administration of our policies, admissions, employment, access, and recruitment of candidates, for all persons consistent with our values and based on applicable law.

St. John Fisher University is an independent, liberal arts institution that provides a transformative education to approximately 3,800 undergraduate, master's, and doctoral students each year. Across its five Schools, Fisher offers nearly 40 majors in the humanities, social sciences, natural sciences, business, education, and nursing; 11 pre-professional programs; and master's and doctoral programs in business, nursing, education, pharmacy, and public health. The University's residential campus boasts a robust living and learning community and a successful intercollegiate athletics program. Fisher is a community where all are welcome, regardless of religious or cultural background. The University continues to honor its founders, the Congregation of St. Basil, by embracing their motto, “Teach Me Goodness, Discipline, and Knowledge.” We are located in Pittsford, N.Y., seven miles outside of the city of Rochester. The campus is situated on 164 park-like acres-a beautiful setting for a warm, friendly campus community. Work Environment Office environment

LOCATION: Taastrup / New York (US-NY), United States | BRAND: KB Signaling | REQUISITION ID: 8917 | JOB GRADE: 13 | ON-SITE/REMOTE: Hybrid KB Signaling delivers unparalleled end-to-end wayside and onboard conventional signaling Control, Command, and Signaling (CCS) platforms and solutions. A trailblazer, we are driven to provide the best solutions for improved safety, performance, and lower overall operating cost for today's transit and freight railway systems and operators in North America and beyond. Our team is fueled by innovation and grounded in solid values, like giving back to the communities where we do business and embracing sustainability to help protect our planet. KB Signaling is part of a global, high-tech company that will challenge you and help you grow. Discover your potential. JOB DESCRIPTION: Position Summary The Finance Project Analyst provides essential financial and administrative support to the finance project team. This role requires a detail-oriented individual with strong organizational and analytical skills, capable of working independently and as part of a team. Essential Functions: * Ensure accuracy and timeliness of reports, consistently meeting monthly reporting deadlines. * Communicate performance variances to management promptly and effectively. * Clearly articulate assumptions and rationale during discussions and presentations. * Maintain well-documented assumptions taken in Estimate to Complete (ETC) reports, stored in designated shared drives. Knowledge: * Project Accounting for Short Term Projects, or Long Term Projects that are classified as Non-Critical, or in the Warranty/Close Out Phase: * Perform accounting tasks for projects within portfolio. * Tracks project budgets and expenditures, and ensure transactions are accurately recorded. * Support project managers in monitoring project financial performance. * Works with project team on cash management of project, including booking invoices and updating cash forecasts. * Assist the project team to prepare financial reports and presentations to support the Management Project Review Cycle. * Prepares financial reports and presentations related to projects to support the Finance Project Review Cycle. Experience * Ensure completeness of timesheets at month end. * Maintain a monthly gap hours file and provide recommendation in terms of hours accrual. * Reconcile hours between the time/attendance system and the ERP. * Run monthly cost center actuals vs budget reports, coordinate monthly cost centers meetings with cost centers owners. * Gather comments from department heads on personnel low utilization. * Administrative Tasks: * Oversee the maintenance and updating of process documents related to project finance, ensuring accuracy and accessibility. * Run bi-weekly cash review sessions with Project Directors and Senior Finance Project manager. * Assist in the organization and upkeep of project files, both physical and digital. * Provide general administrative support to the finance project team. * Responsible for new project set-up and hand off to FPM and project team. * Responsible for closeout of projects as assigned. * Handle other special assignments and projects as assigned by management. * Month End preparation tasks and downloading of month end financials from ERP system. Skills: * Accounting Skills: Basic understanding of accounting principles and practices. * Technical Skills: Proficiency in accounting software (SAP preferred) and MS Office, especially Excel. * Organizational Skills: Strong organizational and time-management skills, capable of handling multiple tasks and meeting deadlines. * Communication Skills: Effective written and verbal communication skills. * Detail-Oriented: Meticulous attention to detail and accuracy in all tasks. * Problem-Solving Skills: Ability to identify issues and propose solutions related to project finances. Education: * Associate's or bachelor's degree in accounting, finance, or related field preferred. * 1-5 years of experience in finance or accounting roles, preferably with exposure to project-based accounting. The anticipated salary range for candidates who will work in Rochester, NY is $65 to $95K per year. The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry and education. Knorr Bremse is a multi-state employer, and this pay scale may not reflect positions that work in other states or locations. Provided they meet all eligibility requirements under the applicable plan documents, employees (and their eligible dependents) will be eligible to enroll in group healthcare plans that offer medical, dental, vision, and basic life and disability insurance. Employees also will be able to enroll in our company's 401k plan. Employees will also receive 120 hours of vacation leave and 40 hours of Personal Paid Absence every year. Employees will also enjoy 12 paid holidays, and 1 floating holiday throughout the calendar year, subject to relevant terms outlined in the employee handbook. 6 weeks of paid parental leave will also be available for use. Requirements for these benefits will be controlled by applicable plan documents and policies. Employees working on federal contracts covered by the Federal Paid Sick Leave requirements will be notified and will receive benefits consistent and compliant with the FPSL requirements. Hired applicant will be able to purchase company stock, subject to the relevant plan documents and annual bonuses based on achievement of certain metrics of up to 4% of annual salary. This is intended to provide a general description of benefits and other compensation and is not a substitute for applicable plan documents or company policies. Applications for this position are accepted on an ongoing basis. Please note: At this time, we are not able to offer immigration sponsorship for new hires. All applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future employment-based visa sponsorship. What does KB Signaling have to offer you? * Competitive Health Benefits, including Medical, Prescription, Dental, Vision and Virtual visits * Company-paid Basic Life and Accidental Death & Dismemberment Insurance * Company-paid Short-Term Disability Coverage * Voluntary life, Disability, and other Supplemental coverages * Identity Theft and Legal Protection benefits * Health and Dependent Care Flexible Spending Accounts * Health Savings Accounts * Generous 401(k) plan * Personal Paid Time Off * Company-paid holidays KB Signaling Inc. is an Equal Employment Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. The anticipated salary range for candidates who will work in [Specific City or Remotely] is $65 to $95K per year. The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry and education. Knorr Bremse is a multi-state employer, and this pay scale may not reflect positions that work in other states or locations. Provided they meet all eligibility requirements under the applicable plan documents, employees (and their eligible dependents) will be eligible to enroll in group healthcare plans that offer medical, dental, vision, and basic life and disability insurance. Employees also will be able to enroll in our company's 401k plan. Employees will also receive 120 hours of vacation leave and 40 hours of Personal Paid Absence every year. Employees will also enjoy 12 paid holidays, and 1 floating holiday throughout the calendar year, subject to relevant terms outlined in the employee handbook. 6 weeks of paid parental leave will also be available for use. Requirements for these benefits will be controlled by applicable plan documents and policies. Employees working on federal contracts covered by the Federal Paid Sick Leave requirements will be notified and will receive benefits consistent and compliant with the FPSL requirements. Hired applicant will be able to purchase company stock, subject to the relevant plan documents and annual bonuses based on achievement of certain metrics of up to 4% of annual salary. This is intended to provide a general description of benefits and other compensation and is not a substitute for applicable plan documents or company policies. Applications for this position are accepted on an ongoing basis. Nearest Major Market: Rochester

Reliant Credit Union is seeking a Financial Advisor to serve the financial needs of their credit union members. Help members identify financial goals and objectives through face-to-face financial analysis and identify appropriate insurance and securities products to meet members' goals and objectives. Achieve program profitability for our Brokerage Services, Inc. and Credit Union by developing long term relationships and utilizing prescribed methods to grow business. This is a dual opportunity (W-2 employment with Reliant Credit Union and our Brokerage Services, Inc.). Responsibilities Present a professional image from a personal and professional level that will be beneficial to customers, credit union partnerships and the Company. Cultivate strong working relationships and build trust among customers through effectively working your book of business. Follow a professional, broad based sales process in accordance with the Company's procedures. Follow regulatory securities requirements and strictly adhere to all Company policies. Follow regulatory policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers in a professional manner. Follow the Company and regulatory guidelines for maintaining client files. Meet or exceed the Company's minimum program production standards along with a product mix of business consistent with the needs of your customers. Attend all required training along with additional opportunities to attend informational meetings scheduled by the Company. Requirements Three to five years of proven financial services sales success experience. Minimum production history of $200,000 annually over the last three years and preferably client assets of at least $15 million. FINRA Registration: Series 7, 63 and 65/66. Life/Health License(s). Commitment to Total Needs Bases Sales approach. 5+ to 7 years experience Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Occasionally SKILLS AND CERTIFICATIONS Selling securities Selling insurance face to face client meetings bank or credit union experience IDEAL CANDIDATE Someone that is good with dealing with people and building relationships. This location comes with a 50M book of business, so they would have to be used to dealing with a book, as well IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Open to most backgrounds, but wirehouse and traders are not usually a good fit. We need someone with the insurance experience, as much as the securities. Any Independent B/D, bank, or credit union. WHY WE'RE A GREAT COMPANY Great support for the FA's, great work environment, and a stable location in a volatile arena of business. Additional Information All your information will be kept confidential according to EEO guidelines.

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

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.