Finance advisor jobs in Irondequoit, NY - 49 jobs

Job Title: Financial Advisor Job Summary: We are seeking a knowledgeable and experienced Financial Advisor to join our team in the Rochester area. The ideal candidate will provide financial guidance and advice to clients, helping them make informed decisions about their finances. Responsibilities: Assess clients' financial situations by gathering information about their financial status, needs, and goals Develop financial plans for clients based on their individual goals and risk tolerance Provide clients with information on investment strategies, retirement planning, estate planning, and insurance options Monitor clients' accounts and keep them informed about changes in the market and financial regulations Help clients implement their financial plans and make necessary adjustments over time Requirements: Bachelor's degree in Finance, Economics, Business, or related field Certification such as CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant) is preferred Proven experience in financial planning and investment management Excellent communication and interpersonal skills Strong analytical and problem-solving abilities If you are a dedicated and client-focused Financial Advisor looking to advance your career in a dynamic environment, we would love to hear from you. Apply now!

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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

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.

Job Description Looking for a talented and driven Financial Professional to join our rapidly growing team in Rochester, NY. As a Financial Professional, 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: Develop personalized financial plans for clients based on potential life changes and evolving financial requirements Continuously seek out and engage with new prospects to establish strong, trusted relationships as their dedicated advisor Gather and analyze each client's financial information to evaluate their financial status, goals, cash flow, and expectations Educate clients about how to make the best financial decisions for their family Deliver outstanding customer service to current clients, meticulously tracking all communications, strategies, and financial advice provided Assist individuals in implementing various financial recommendations, including life insurance, mutual funds, savings plans, and other financial products tailored to their needs Qualifications: Strong interpersonal skills to develop and maintain relationships through effective communication Demonstrated business-minded drive with a passion for autonomy in managing your practice Openness to coaching and continuous learning for professional and personal development Preferred background in financial industry knowledge, financial products, and industry best practices Sales and finance experience is beneficial but not mandatory Ability to pass licensing exams 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

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

J.P. Morgan Asset Management (JPMAM) is a global asset manager with $4 trillion in assets under management. Our Retirement Americas Client business provides high-quality investment management and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm. The Retirement Plan Advisor sales team is responsible for selling JPMAM's full-service small market Everyday 401(k) and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. JPMAM also provides tools and insights that enable advisors to help their clients build stronger workplace retirement plans that lead to better outcomes for their plan participants. As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success of JPMAM's Everyday 401(k) solution with new distribution partners. You will partner closely with our Independent Broker Dealer (IBD) and other Retirement team partners to deliver JP Morgan Retirement Solutions, drive Everyday 401(k) proposals, and close plans. Job Responsibilities Raise and retain assets for JPMAM by driving sales growth for Everyday 401(k) and Defined Contribution Investment Solutions with new distribution partners. Collaborate closely with IBD Client Advisors and other Retirement team partners to deepen relationships with FAs, identify pipeline opportunities, and close 401(k) plans. Serve as the primary JPMAM contact in an assigned territory for Financial Advisors, providing education, support, and guidance throughout the sales and onboarding process. Prepare and deliver FA and plan sponsor presentations in partnership with IBD client advisors and other Retirement team partners. Effectively manage all facets of the sales process, including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities to ensure seamless onboarding. Work closely with IBD, Retirement, and Vestwell recordkeeping territory partners for effective FA and plan sponsor client engagement. Act as a subject matter expert on Everyday 401(k) and JPMAM retirement solutions, staying current on industry trends and distribution partner specific needs. Travel ~70%, with a minimum activity standard of 15 meetings per week, primarily focused on FA meetings, regional events, and point of sale presentations. Required Qualifications, Capabilities, and Skills Minimum 3 years of external retirement plans wholesaling experience, preferably with experience supporting broker-dealer channels. Bachelor's Degree required. Series 7 and 63 licenses required. Proven ability to build relationships and drive results in a highly collaborative, fast-paced environment. Strong presentation, communication, and organizational skills. Experience with 401(k) recordkeeping solutions and third party advisor distribution. Required Qualifications, Capabilities, and Skills Experience supporting broker-dealer channels.

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.

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

Worley Consulting - the consulting arm of Worley. Be part of the solution. Worley Consulting, the consulting arm of Worley, is a global leader in delivering innovative solutions for the energy transition, infrastructure, and resource sectors. We partner with private equity firms, investment banks, and institutional investors to deliver projects and create value over the life of assets-bridging today's energy needs while accelerating the shift toward more sustainable solutions. Principal Financial Advisory Consultant New York City and Metro Area Purpose of the Role As a Principal Financial Advisory Consultant, you will play a senior leadership role in growing Worley Consulting's financial advisory and lender technical advisory capability across the New York investment market. Working closely with private equity firms, investment banks, and institutional investors, you will help shape and deliver technically robust, commercially grounded advice across energy transition, infrastructure, and resources investments. This role combines revenue generation, senior client advisory, and practice leadership. You will help build long-term client relationships, originate and lead complex engagements, and contribute to the continued growth and reputation of Worley Consulting in one of the world's most influential financial markets. Key Responsibilities Revenue Generation and Market Development\: Secure $5M+ in annual consulting revenue by leveraging deep relationships with C-suite executives in PE firms, banks, and institutional investors. Strategic Client Leadership\: Build and maintain trusted, C-level relationships, translating client strategies into actionable advisory projects aligned with Equator Principles, IFC Performance Standards, or ESG frameworks. Practice Leadership\: Drive the growth of Worley Consulting's Financial Advisory practice, shaping strategy, acquiring top talent, and building a high-performing team. Represent Worley Consulting at industry events like PEI Forums, ACG New York, or Energy Capital Conferences. Project Excellence\: Lead complex engagements, ensuring exceptional quality, cost efficiency, and client satisfaction. Develop winning proposals, budgets, and execution plans for multi-million-dollar advisory projects. Thought Leadership\: Enhance Worley Consulting's brand through speaking engagements, publishing in outlets like Institutional Investor, and contributing to industry white papers. Innovation\: Pioneer tools, methodologies, and analytics to advance Worley Consulting's technical and economic modeling, positioning the firm as a leader in lender advisory services. Sustainability & Safety\: Embed Worley's zero-harm vision into all activities, aligning client solutions with net-zero and sustainability goals. Qualifications / Skill Set Experience More than 15 years' experience in financial advisory, investment banking, or consulting, with deep expertise in areas such as mergers and acquisitions, debt financing, lender technical advisory, or ESG-linked financing. Proven track record as a senior business developer, consistently generating more than US$5 million in annual advisory revenue. Established senior-level network across private equity, investment banks, and institutional investors, with strong connectivity in the New York City and metro area market. Experience in a senior role within a top-tier consulting firm, investment bank, or specialist advisory firm. Sector experience across energy, infrastructure, resources, or industrial markets; exposure to energy transition and infrastructure financing is strongly preferred. Education and Professional Credentials Bachelor's degree in finance, accounting, engineering, or a related discipline. MBA or equivalent postgraduate qualification preferred. Professional certifications such as CFA or CPA are a plus. Core Skills and Capabilities Strong commercial judgment with the ability to integrate financial, technical, and risk considerations. Clear, confident communicator, experienced in engaging and influencing senior stakeholders. Proven ability to lead cross-functional, multicultural teams and deliver results in complex environments. Highly developed analytical and strategic problem-solving skills. Personal Attributes Recognized as a trusted advisor within the investment and lender community. Motivated by building long-term client relationships, teams, and advisory capability. Willingness to travel as required to support clients and make transactions across key financial hubs. Alignment with Worley's purpose of delivering a more sustainable world, with a practical, evidence-based approach to sustainability and energy transition. #LI-NM4 Moving forward together We're committed to building a diverse, inclusive and respectful workplace where everyone feels they belong, can bring themselves, and are heard. We provide equal employment opportunities to all qualified applicants and employees without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by law. We want our people to be energized and empowered to drive sustainable impact. So, our focus is on a values-inspired culture that unlocks brilliance through belonging, connection and innovation. And we're not just talking about it; we're doing it. We're reskilling our people, leveraging transferable skills, and supporting the transition of our workforce to become experts in today's low carbon energy infrastructure and technology. Whatever your ambition, there's a path for you here. And there's no barrier to your potential career success. Join us to broaden your horizons, explore diverse opportunities, and be part of delivering sustainable change.

J.P. Morgan Asset Management (JPMAM) is a global asset manager with $4 trillion in assets under management. Our Retirement Americas Client business provides high-quality investment management and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm. The Retirement Plan Advisor sales team is responsible for selling JPMAM's full-service small market Everyday 401(k) and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. JPMAM also provides tools and insights that enable advisors to help their clients build stronger workplace retirement plans that lead to better outcomes for their plan participants. As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success of JPMAM's Everyday 401(k) solution with new distribution partners. You will partner closely with our Independent Broker Dealer (IBD) and other Retirement team partners to deliver JP Morgan Retirement Solutions, drive Everyday 401(k) proposals, and close plans. **Job Responsibilities** + Raise and retain assets for JPMAM by driving sales growth for Everyday 401(k) and Defined Contribution Investment Solutions with new distribution partners. + Collaborate closely with IBD Client Advisors and other Retirement team partners to deepen relationships with FAs, identify pipeline opportunities, and close 401(k) plans. + Serve as the primary JPMAM contact in an assigned territory for Financial Advisors, providing education, support, and guidance throughout the sales and onboarding process. + Prepare and deliver FA and plan sponsor presentations in partnership with IBD client advisors and other Retirement team partners. + Effectively manage all facets of the sales process, including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities to ensure seamless onboarding. + Work closely with IBD, Retirement, and Vestwell recordkeeping territory partners for effective FA and plan sponsor client engagement. + Act as a subject matter expert on Everyday 401(k) and JPMAM retirement solutions, staying current on industry trends and distribution partner specific needs. + Travel ~70%, with a minimum activity standard of 15 meetings per week, primarily focused on FA meetings, regional events, and point of sale presentations. **Required Qualifications, Capabilities, and Skills** + Minimum 3 years of external retirement plans wholesaling experience, preferably with experience supporting broker-dealer channels. + Bachelor's Degree required. + Series 7 and 63 licenses required. + Proven ability to build relationships and drive results in a highly collaborative, fast-paced environment. + Strong presentation, communication, and organizational skills. + Experience with 401(k) recordkeeping solutions and third party advisor distribution. **Required Qualifications, Capabilities, and Skills** + Experience supporting broker-dealer channels. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $100,000.00 - $100,000.00 / year; Jersey City,NJ $100,000.00 - $100,000.00 / year; Boston,MA $100,000.00 - $100,000.00 / year; Greenwich,CT $100,000.00 - $100,000.00 / year

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

Job Description Manufacturing Finance Analyst Reports To: Controller Role Type: Hybrid Work Arrangement: Hybrid Work Location: Candidates must be able to work on-site at the company's headquarters located in Rochester, NY most days. Must be authorized to work in the United States and able to provide proof of work eligibility. Salary Range: $85,000 - $100,000 (base salary) Position Summary: The Manufacturing Finance Analyst plays a key role in supporting the month-end close process while delivering detailed financial and cost analysis for manufacturing operations. This position serves as a critical link between accounting accuracy and financial insight, working closely with Operations and Finance leadership. Over time, the role is expected to evolve into a more analysis-focused position, contributing to strategic decision-making and operational efficiency initiatives. Key Responsibilities: Accounting & Month-End Close Manage month-end close activities related to manufacturing operations, inventory, and cost of goods sold (COGS). Prepare, review, and post journal entries, accruals, and related accounting adjustments. Perform balance sheet reconciliations, including inventory, work-in-process (WIP), reserves, and accruals. Support internal controls, audits, and compliance related to cost accounting and inventory processes. Manufacturing & Cost Analysis: Analyze manufacturing COGS and key cost drivers, including materials, labor, and overhead. Conduct per-unit cost and margin analysis by product, SKU, or customer. Investigate, document, and explain cost, usage, and production variances. Partner with Operations to assess production efficiency, yield, and process improvement opportunities. Planning & Financial Analysis: Support the annual budgeting process and rolling forecasts. Perform variance analysis against budget, forecast, and prior-period results. Prepare financial reports, dashboards, and ad hoc analyses for management and leadership. Qualifications: Bachelor's degree in Accounting, Finance, or a related field. 4-7 years of experience in manufacturing accounting, cost accounting, or operations finance. Strong understanding of inventory management, standard costing, and COGS. Advanced proficiency in Microsoft Excel; ERP system experience required. CPA or CMA certification preferred but not required. Key Competencies: Strong analytical and problem-solving skills High attention to detail and accuracy Ability to translate financial data into actionable insights Effective communication and cross-functional collaboration skills Ability to manage multiple deadlines in a fast-paced manufacturing environment Cirona Labs is an Equal Opportunity Employer and complies with all applicable federal, state, and local laws, including the Americans with Disabilities Act (ADA).

Introduction As you have witnessed this summer, at IBM we have an amazing opportunity to transform the world with cognitive technology. By using the vast amounts of information available today to identify new patterns and make new discoveries, we are helping cities become smarter, hospitals transform patient care, financial institutions minimize risk, and pharmaceuticals find cures for rare diseases. Join the forward-thinking teams at IBM solving some of the world's most complex problems - there is no better place to grow your career! Your role and responsibilities This position is for intern to full time conversions for starts January 2026 and later. By applying to this position, you are applying to the same role for which you were a co-op or intern at IBM in 2025. Required education Bachelor's Degree Preferred education Bachelor's Degree Required technical and professional expertise Successful completion of a 2025 IBM Co-op or Internship ABOUT BUSINESS UNIT The IBM Finance organization is responsible for driving enterprise performance and transformation. We are the financial stewards of IBM, delivering IBM's financial strategy, developing new business models, and mitigating enterprise risk. Do you have a passion for creating business value? Join our team in accounting, financial planning, pricing, business controls, tax, treasury, business development (acquisitions & divestitures), and global financing. YOUR LIFE @ IBM In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better. Being an IBMer means you'll be able to learn and develop yourself and your career, you'll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background. Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do. Are you ready to be an IBMer? ABOUT IBM IBM's greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world. Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we're also one of the biggest technology and consulting employers, with many of the Fortune 500 companies relying on the IBM Cloud to run their business. At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it's time for you to join us on our journey to being a responsible technology innovator and a force for good in the world. IBM is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, neurodivergence, age, or other characteristics protected by the applicable law. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status. OTHER RELEVANT JOB DETAILS IBM offers a competitive and comprehensive benefits program. Eligible employees may have access to: * Healthcare benefits including medical & prescription drug coverage, dental, vision, and mental health & well being * Financial programs such as 401(k), cash balance pension plan, the IBM Employee Stock Purchase Plan, financial counseling, life insurance, short & long- term disability coverage, and opportunities for performance based salary incentive programs * Generous paid time off including 12 holidays, minimum 56 hours sick time, 120 hours vacation, 12 weeks parental bonding leave in accordance with IBM Policy, and other Paid Care Leave programs. IBM also offers paid family leave benefits to eligible employees where required by applicable law * Training and educational resources on our personalized, AI-driven learning platform where IBMers can grow skills and obtain industry-recognized certifications to achieve their career goals * Diverse and inclusive employee resource groups, giving & volunteer opportunities, and discounts on retail products, services & experiences We consider qualified applicants with criminal histories, consistent with applicable law. This position was posted on the date cited in the key job details section and is anticipated to remain posted for 21 days from this date or less if not needed to fill the role. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

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: 500240 Lab Admin-Clin Labs SMH 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: Conducts specialized and highly complex analysis of financial data in support of various finance functions. Responsible for providing senior management with the analysis and information they need to make timely operational, financial, and strategic decisions. Conducts specialized and highly complex analysis of financial data in support of the various Finance functions, identifying and researching material variances by working with related entity personnel. Reviews and evaluates accounting policies and procedures for efficiency, accuracy, and compliance with generally accepted accounting principles (GAAP). Responsibilities Position Summary: UR Medicine Labs is the largest medical lab in Western New York, performing over 10 million patient tests per year. We are currently looking for a Financial Analyst II to join our department's finance team. Under general direction from the Pathology and Lab Medicine Finance Director, and with latitude for independent judgment and initiative, provides quantitative and qualitative analysis of current and proposed business operations, along with ongoing review and analysis of financial performance for a large and complex department. Is able to analyze complex data and make independent assessments. Works collaboratively with departmental leadership and staff to support business operations. Specific Responsibilities: UR Medicine Labs is the largest medical lab in Western New York, performing over 10 million patient tests per year. We are currently looking for a Financial Analyst II to join our department's finance team. Under general direction from the Pathology and Lab Medicine Finance Director, and with latitude for independent judgment and initiative, provides quantitative and qualitative analysis of current and proposed business operations, along with ongoing review and analysis of financial performance for a large and complex department. Is able to analyze complex data and make independent assessments. Works collaboratively with departmental leadership and staff to support business operations. 40% Financial Analysis and Research Support the budgeting process through analytical assessments that estimate the financial impact of operational changes such as: - New/replacement items purchased related to clinical testing - Price changes due to new contracts, annual CPI increases, and/or GPO tier changes - Margin enhancement/business improvement plan development Analyzes and interprets data, statistics and financial information and identifies significant differences in relationships among sources of information. 25% Data Presentation - Compiles and/or prepares reports, graphs and charts of data analyzed. - Makes presentations on areas of research or analysis. - Prepares conclusions, forecasts and makes recommendations based on research. 15% Special Projects - As assigned, assumes responsibilities for special projects involving financial planning and analysis. - Establishes time tables and activity plans for assigned projects and coordinates the efforts of team members. 15% Purchasing and Finance System Support - Utilizes Workday P2P to place orders for Faculty and lab areas in need of assistance. - Answers questions and acts as a resource for departmental staff relating to Workday P2P. - Stays informed of system changes and upgrades as they relate to financial management and adapts new developments into planning, control and analytical processes. 5% Team Communication/Participation - Attends team meetings and provides updates. - Initiates corrective action when finding errors and/or inconsistencies in data. Consults with and/or refers matter to supervisor when error trends indicate a system or procedural issue. - Recommends improvements, adaptation, and changes in policy and procedures. - Assists in the development and/or modification of Finance policies and procedures. - Acts as backup for other team members' responsibilities. - Other duties as needed. Requirements: - Bachelor's degree and 2-4 years of experience in the analysis and dissemination of information. - Strong interpersonal skills and effective communication skills, written and oral. - Experience in healthcare analytics, utilizing advanced Excel, SQL, and/or Tableau helpful, but not required. - Demonstrates ICARE values. - For more on the ICARE values go to: *********************************************************************************************** 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.

If you're looking for a special place to build or grow your career, you've found it. Whether you're an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can apply your existing skills and learn new ones in an environment where you can make an impact. With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses around the globe, chances are, we have something special for you. JOB TITLE: ERP Analyst - Finance REPORTING TO: ERP Supervisor LOCATION: Remote ITAR/EAR CRITERIA: These positions may require lawful access to ITAR/EAR controlled information and employees in this role will need to meet those requirements. Requirements include US Citizenship or US Permanent Resident. Who is IDEX Health & Science (IH&S)? As a business unit of IDEX Corporation, IH&S has a long history of driving growth in life sciences and healthcare by embracing innovation and redefining the supplier-customer relationship. The work we do every day allows us to discover key insights and break new ground to create some of the most meaningful technologies that have a lasting impact on companies, industries, and society. ESSENTIAL DUTIES: Provide hands-on application expertise for JD Edwards in support of ERP projects and user issue resolution. Position is responsible for supporting all JDE modules with primary focus on functional areas for Finance. Activities include business process improvement projects, system implementations, upgrades, ongoing end-user support, and support for third-party bolt-on packages. Work at the direction of ERP management to improve business processes through optimal use of JDE. Responsibilities Include: Lead cross-functional teams to address business or systems issues; coordinate integration, and acceptance testing of enhancements. Develop new functional and business requirements for process enhancements, including providing technical expertise in identifying, evaluating, and developing system options, specifications, and procedures that are cost effective and meet user requirements. Provide production support to users Provide end user training on JDE and bolt-on applications Develop and maintain end user training documentation Assist in development of reports required by users and perform data analysis as needed. Support the configuration, testing, and deployment of 3rd party applications Provide regular updates project status and issue resolution and other metrics Work with business process owners to improve business process flows. Train new users of JDE and/or report writing tools as needed. Assist in developing, promoting and implementation of best practices, standards and controls Provide support for JDE controls and segregation of duties to meet SOX requirements. Identify and diagnose problems affecting system integrity and data accuracy, conduct routine testing and analysis. Provide support for data integration requirements for enterprise level systems such as Hyperion Financial, data warehouse, TRAX compliance, bar coding, Vertex, Smarter Commerce and other enterprise level applications. Stay current with all application issues, software defects or shortcomings through Oracle Knowledge Base site and other published materials EDUCATION AND EXPERIENCE: Bachelor's degree in Information Technology, Business, or related fields Relevant and hands-on experience as a JDE implementation consultant or in-house analyst 3+ years in depth functional knowledge of the JDE Finance module (working knowledge of the Distribution module is a plus) Project management experience as a single contributor and leading small projects Proven track record of driving change and implementing best practices Ability to initiate change Ability to learn new 3rd party packages Excellent communication skills, written and verbal Proficient working knowledge using MS Excel formulas and pivot tables for data analysis Ability to travel as required. Generally less than 50% but there may be periods with more JDE development skills are a plus but not required Benefits Package: Our comprehensive U.S. benefit offerings include: Health benefits, 401(k) retirement savings program with company match, PTO, and more. More information on our benefits and rewards can be found on our career page: ********************************************************* Target Compensation: $120,000-132,000 range Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Talent Acquisition Team at ********************** for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application. IDEX Health & Science LLC., a Unit of IDEX Corporation is an Equal Opportunity Employer committed to workforce diversity Are you ready to join a different kind of company where our people, our culture, and our commitments are centered around providing trusted solutions that improve lives around the world? Total Rewards The compensation range for this position is $99,800.00 - $149,600.00, depending on experience. This position may be eligible for performance based bonus plan. Benefits Package Our comprehensive U.S. benefit offerings include: Health benefits, 401(k) retirement savings program with company match, PTO, and more. More information on our benefits and rewards can be found on our career page: ********************************************************** IDEX is an Equal Opportunity Employer. IDEX gives consideration for employment to qualified applicants without regard to race, color, religion, creed, genetic information, sex, sexual orientation, gender identity or expression, marital status, age, national origin, disability, protected veteran status, or any other consideration or protected category made unlawful by federal, state or local laws. Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Talent Acquisition Team at ********************** for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application.

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.

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.