Buffalo, New York;Hamburg, New York; Depew, New York; Depew, New York
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**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.
$41k-50k yearly est. 7d ago
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Finance Associate
Nance Staffing
Finance associate job in Buffalo, NY
Experience:
2 to 6 years in commercial finance transactions.
Responsibilities:
Represent clients, including borrowers and lenders, in complex middle-market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions.
Advise on and handle term loans, letters of credit, acquisition financing.
Manage documentation and negotiations for equipment leasing and finance agreements.
Facilitate cross-border transactions involving secured and unsecured credit facilities.
Requirements:
Juris Doctor (J.D.) from an accredited law school.
Proven ability to work collaboratively with other practice areas to provide comprehensive solutions to clients.
Excellent written and verbal communication skills.
Strong academic credentials.
Salary: $124,000 to $158,000
A competitive compensation and comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401(k), Paid Time Off, pension plan, and more. At this time, the good faith estimate of the annual salary range for this position, if the successful applicant is based Buffalo, Rochester, or Albany office, is $124,000 to $158,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, portables, and skill level. This range is not applicable to other locations.
$124k-158k yearly 60d+ ago
Financial Representative Entry Level
Northwestern Mutual-Buffalo District 4.5
Finance associate job in Buffalo, NY
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Buffalo District of Northwestern Mutual, we dont just grow careers; we grow people. Together, we are building an environment where excellence is the standard, collaboration is encouraged, and purpose is woven into everything we do. Our culture is bold, modern, and energized, creating a space where ideas spark, careers accelerate, and futures are built. We believe in giving back and showing up for our community, from hands-on service projects to championing causes close to our hearts such as Alexs Lemonade Stand and Camp Good Days. Just as we help families achieve financial security and peace of mind, we also invest in the growth and success of our team members. Here, we lead with purpose, driven by the belief that the work we do changes lives both in the communities we serve and for the clients who trust us with their dreams.
Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221
Watch this short video to experience
A Day in the Life of a Northwestern Mutual Advisor
: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Nii Sowah, Managing Director:
Time with NM: Nearly 12 years, beginning as an AssociateFinancial Representative and advancing through multiple development roles, including Internship Development Officer for the 055.
Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office.
Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.
Ben Ross, Wealth Management Advisor/Growth Development Director:
Time with NM: 13 years, beginning his career as an Advisor in 2012.
Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community.
Passionate About: Dedicated to giving back through initiatives such as
The Ride for Roswell
, which raises funds for cancer research, and an annual
Women in STEM
scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.
John M. Bongiovanni, CFP, CLU, ChFC, RICP, Private Wealth Advisor:
Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA, CFP, and Adam Jack, ChFC, growing Generational Wealth Management into an ensemble firm.
Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP, CLU, ChFC, and RICP, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional.
Passionate About: Giving back to the community through leadership roles with WQLN, exp ERIEnce Childrens Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.
Ryan OConnor, Wealth Management Advisor:
Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 14), and later founded his team-based firm, which now oversees $350 million in client assets.
Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute.
Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.
Ryan Preziosi, Wealth Management Advisor:
Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year.
Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships.
Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$72k-116k yearly est. 2d ago
Private Client Banker - Niagara Falls, NY
JPMC
Finance associate job in Buffalo, NY
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$56k-123k yearly est. Auto-Apply 60d+ ago
Supervisor-Rebates & Financial Analytics
Independent Health Association 4.7
Finance associate job in Buffalo, NY
FIND YOUR FUTURE
We're excited about the potential people bring to our organization. You can grow your career here while enjoying first-class perks, benefits and a culture that fosters growth, innovation and collaboration.
The Supervisor-Rebates Analytics will lead and oversee the day-to-day operations of the Rebates Analytics team, serving as the subject matter expert for rebate administration, analysis, pricing, and process optimization. This role will be responsible for supporting and maximizing the value of PBM rebate proposals, renewals, and pricing strategies through detailed utilization metrics and analytical reporting.
Additional responsibilities will include providing decision-support analysis, developing and delivering reports, coordinating cross-functional activities, and supporting manufacturer contract execution and management. The Supervisor will foster a collaborative, high-performing team environment while mentoring and developing direct reports.
Qualifications
Associates degree required. Bachelor's degree preferred. An additional two (2) years of experience will be considered in lieu of degree.
Four (4) years of financial analysis experience required, to include managing or coordinating contract or reporting processes. Healthcare or pharmacy experience preferred.
One (1) year of progressive leadership experience/responsibilities required.
Strong problem solving, analytical, verbal and written communication skills.
Experience with MS Office products, especially Excel and Access. Experience with in Pharmative or Gateway preferred.
Ability to work with, manipulate and synthesize large datasets for analysis, performance measuring, key insights, and presentation.
Ability to assimilate various market trends, product changes and financial metrics to recommend pricing or pricing strategy.
Experience shifting assignments and priorities to meet deadlines.
Proven examples of displaying the PBD values: Trusted Advisor, Innovative, Excellence, Guardianship, Dedication and Caring.
Essential Accountabilities
Coach and mentor staff to achieve departmental and organizational goals and objectives. Conduct regular one-on-one meetings with direct reports to build more effective communications, understand associate needs and provide direction, insight, and feedback. Provide timely feedback to senior management regarding team performance.
Manage, support, and optimize analysis, pricing for contracts, RFP's and related processes. Identify opportunities to make recommendations and execute improvements.
Lead in auditing and identifying opportunities in various contracting and payment reconciliation.
Lead the modeling of RFP's, contracts, and amendments. Analyze contract language and financial parameters to maximize profit and ensure business risk and compliance.
Analyze rebate RFPs for new businesses on multiple formularies and formulate strategies and pricing responses that demonstrate the value of our pharmacy products and position in the best competitive light.
Develop and update contract and pricing databases for analysis, planning and organization.
Oversee the generic pricing program (MAC) and ensure nationally competitive pricing in all channels (retail, mail at retail, mail order and specialty).
Work with internal business owners to obtain analytics needed to support network initiatives and requirements.
Develop and utilize management reporting mechanism tracking the status of all contracting projects.
Manage issue resolution with PBD/IH and pharmacies.
Work as a member of a multi-functional team, including actuarial, legal, sales, and marketing, to best position our pharmacy products from both a competitive and margin standpoint, as well as to establish standard pricing methodologies.
Evaluate and execute continuous improvement efficiencies in processes, systems and/or projects.
Continually monitor departmental SOPs and maintain documents and update when needed.
Process and coordinate DIR Reporting to CMS.
Assist with value-based contracting to include gathering required data and assessing the contract opportunity.
Review and maintain contract and pricing databases for analysis, planning and organization.
Create and maintain trending reports for KPIs, customer trends, NDC trends and industry trends.
Point person for ad-hoc requests.
Immigration or work visa sponsorship will not be provided for this position
Hiring Compensation Range: $70,000 - $90,000 annually
Compensation may vary based on factors including but not limited to skills, education, location and experience.
In addition to base compensation, associates may be eligible for a scorecard incentive, full range of benefits and generous paid time off. The base salary range is subject to change and may be modified in the future.
As an Equal Opportunity / Affirmative Action Employer, Independent Health and its affiliates will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship and immigration status, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
Click here
for additional EEO/AAP
or Reasonable Accommodation
information.
Current Associates must apply internally via the Job Hub app.
$70k-90k yearly Auto-Apply 34d ago
Finance Manager
Company Sandbox
Finance associate job in Buffalo, NY
Provide financial reports and interpret financial information to managerial staff while recommending further courses of action.
Advise on investment activities and provide strategies that the company should take
Maintain the financial health of the organization.
Analyze costs, pricing, variable contributions, sales results and the company's actual performance compared to the business plans.
Develop trends and projections for the firm's finances.
Conduct reviews and evaluations for cost-reduction opportunities.
Oversee operations of the finance department, set goals and objectives, and design a framework for these to be met.
Manage the preparation of the company's budget.
Liase with auditors to ensure appropriate monitoring of company finances is maintained.
Correspond with various other departments, discussing company plans and agreeing on future paths to be taken.
$94k-140k yearly est. 60d+ ago
Financial Advisor, Financial Services Professional. Both entry level and experienced career opportun
Vision Financial Group 3.6
Finance associate job in Buffalo, NY
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.
$87k-173k yearly est. 13d ago
Analyst, Healthcare Corporate Access Events
Guggenheim Securities
Finance associate job in Boston, NY
Corporate Access
Analyst, Healthcare Corporate Access Events
The Analyst, Corporate Access - Events role will support the planning, coordination, and execution of high-impact events, thematic forums, investor trips, and bespoke gatherings within the Corporate Access. This role is essential in ensuring operational excellence and a seamless experience for corporate executives, investors, and all internal stakeholders. The Analyst will manage logistics, track project plans, prepare materials, coordinate registration and meeting schedules, and support onsite event execution.
Core Responsibilities
Event Planning & Coordination
Support planning and execution of conferences, sector thematic programs, field trips, and various bespoke programs.
Assist with agendas, attendee lists, materials, and internal documents.
Maintain event plans, timelines, and production schedules.
Assist with marketing material creation, registration, schedules, attendee communications, and assist with all coordination between vendors, venues, and internal stakeholders.
Act as a professional representative of the Corporate Access team onsite.
Update CRM data systems with attendance and meeting details, maintaining accuracy in all data-entry and reporting tasks.
Support post-event reporting and marketing documentation.
Collaborate with Research, Sales, and Banking, and other internal teams helping support and prepare communication workflows and internal updates.
Skills & Experience
Bachelor's degree preferred; 0-2 years of experience in events, operations, financial services, or similar roles.
Strong organizational and project-management skills with the ability to manage multiple tasks.
Attention to detail and strong written and verbal communication skills.
Ability to work with Microsoft, CRM systems and event platforms preferred.
Professional, polished presence with a proactive and client-service-oriented mindset.
Ability to work early mornings, evenings, and travel for events.
Salary
Annual base salary of $80,000.
Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************.
Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
$80k yearly Auto-Apply 17d ago
Financial Services Representative State Farm Agent Team Member
Mike Messuro-State Farm Agent
Finance associate job in Buffalo, NY
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$45k-81k yearly est. 22d ago
Finance Internship (Summer 2026)
MacLean-Fogg 4.3
Finance associate job in Buffalo, NY
MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success.
Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level)
Program Overview
Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain:
Hands-on experience in financial analysis, reporting, and business operations.
Mentorship and guidance from experienced industry leaders.
A professional network across functions and facilities.
Career-ready technical and professional skills.
When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered.
What You'll Do
As a Finance Intern, you will:
Assist with financial planning, budgeting, and forecasting activities.
Support monthly and quarterly reporting by preparing data and analysis.
Conduct variance analysis to compare actuals against forecasts.
Partner with business units to understand financial drivers and performance.
Complete a capstone intern project and present results to leadership.
Qualifications
We're seeking motivated students who are ready to learn, grow, and contribute:
Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field).
Minimum 3.0 cumulative GPA (on a 4.0 scale).
Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus.
Strong analytical, problem-solving, and communication skills.
Collaborative mindset with a willingness to take initiative.
Ability to work on-site at one of our locations for the duration of the program.
Compensation & Benefits
Competitive hourly pay.
Skill development through hands-on learning.
Structured mentorship and feedback.
Networking opportunities with peers and professionals.
Experience presenting to leadership at program completion.
$18-25 hourly 60d+ ago
Plant Finance Analyst - USAC
3M Companies 4.6
Finance associate job in Tonawanda, NY
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Plant Financial Analyst for the United States and Canada (USAC), you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
* Serving as the financial business partner for CBG plants
* Supporting plant and business teams through annual operating plan, monthly forecasting, and review processes
* Influencing strategies, priorities, and resource allocation decisions for the business
* Collaborating with cross-functional business team members to assess the impact, prioritize, and implement initiatives to help the organization meet its financial and operational goals
* Ensuring compliance with 3M's Global Financial Standards
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
* Bachelor's degree or higher in Finance or Accounting (completed and verified prior to start).
Additional qualifications that could help you succeed even further in this role include:
* Three (3) years of finance and accounting experience in a private, public, government, or military environment
* Excellent influencing, written, and verbal communication skills
* Experience leading others and contributing on cross-functional teams
* Excellent organizational skills
Work location: This role follows on-site workijng model, requireing the employee to work at least four days a week at the 3M Center in Maplewood, MN, Hutchinson, MN, Tonawanda, NY; Cynthiana, KY; and Perth, Canada
Travel: May include up to 10% domestic
Relocation Assistance: Not Authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting
Applicable to US Applicants Only: The expected compensation range for this position is $96,558.00 - $118,014.60, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ***************************************************************
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
$96.6k-118k yearly Auto-Apply 30d ago
Financial Analyst
Provision People
Finance associate job in Buffalo, NY
Our award-winning client is seeking a Financial Analyst to join their team.Our client is looking for a talented Financial Analyst to join our dynamic team. In this role, you'll be a key player in optimizing IT spending, ensuring financial resources are aligned with strategic goals, and identifying cost-saving opportunities.
You'll leverage your analytical skills to manage budgets, analyze financial data, and make informed recommendations.
Responsibilities:
Partnering with IT and business leaders to create and manage IT budgets, ensuring financial resources are aligned with strategic goals.
Analyzing IT expenditures, identifying spending trends and variances, and providing valuable insights into the financial performance of IT initiatives.
Identifying opportunities to save costs and improve efficiency within the IT department, including analyzing vendor contracts and proposing cost-effective solutions.
Tracking IT software licenses, managing contract lifecycles, and assisting in negotiating contracts and pricing with IT vendors.
Required Qualifications:
A bachelor's degree in business, finance, accounting, MIS, or a related field.
4+ years of experience in a similar role.
Strong analytical and problem-solving skills with a passion for data.
Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and concisely.
The ability to work independently in a dynamic environment and prioritize effectively.
Bonus points if you have:
Experience with financial modeling and data analysis tools.
A strong customer service focus and a proactive approach.
$63k-98k yearly est. 60d+ ago
Finance Analyst
Artech Information System 4.8
Finance associate job in Buffalo, NY
Artech is the #1 ranked IT Staffing Company in the US owned my woman (MWBE), according to Staffing Industry Analysts' 2016 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost.
Job Description
Title: Finance Analyst - L3
Location: Buffalo, NY
Duration: Minimum 12 Months
Client: Largest Pharmaceutical company in the USA.
Decision support and simplification:
• Provide expert advice to customer groups by proactively identifying opportunities and raising challenges to meet business objectives and mitigate risks
• Create nonstandard financial analysis and present trends
• Provide financial analysis as requested
• Work with Shared Management Accounting Services to ensure successful month end processes and reporting
• Support Sr. Finance Partner in development and implementation of standard costing model for annual standard cost setting of products to commercial, and generation of standard costs for NPI products
• Provide analytical support on an as needed basis to strategic activities such as business development (Value Engineering improvements), business evaluation proposals etc.
• Execute post-acquisition integration activities (e.g., GPS savings tracking, capital cost- savings project tracking)
Financial management and governance:
• Manage financial management activities for Oak Hill site in support of delivering business strategies and maintaining strong financial governance
• Accountable for risk identification and management for strong financial governance
• Review management accounts (actual, forecasts, budgets) to assist senior embedded business finance support in signing off on income statement and balance sheet
• Develop close working relationships with functional departments to ensure good financial understanding, control and identification of cost saving opportunities
• Assist in the management of corporate approvals (e.g., compliance with corporate development and ABAC requirements)
Qualifications
Influence and relationship building:
• Assist in the management of financial activities / issues for external business partnerships (e.g., third-party supplier, outsourcing partner, etc.)
• Educate customer groups on financial aspects of business decisions and resource allocations.
Professional qualification (e.g., CPA, MBA, Financial Accounting or Business degree)
Business / Accounting
Qualification:
• Experience working in business / functional unit
• Experience working in commercial P&L environment
• Demonstrated business skills executed with integrity and independent judgment
• Ability to effectively use negotiation and conflict resolution skills
• Experience working with client groups with ability to influence and challenge stakeholders at various levels
• Understanding of underlying business drivers
• Proficient financial knowledge of modeling, analysis, evaluation, and forecasting
• Experience working in cross-functional teams and across a matrixed environment
• Good interpersonal skills demonstrated by creation of a network of key partners within Finance and the business and the ability to bridge communications gap between finance and non-finance
• Understanding of systems and processes as they affect the financial results (JDE, Prism, DCS, etc.)
• Excellent computer skills including Excel, Word, PowerPoint
Additional Information
If you have any questions releated to this Job feel free to reach me @ ************
Best Regards
Pramod Galande:)
$61k-85k yearly est. 60d+ ago
Financial Analyst
Great Lakes Integrated Network, Inc. 3.6
Finance associate job in Buffalo, NY
Job Description
The full-time Financial Analyst will provide analytic support for all provider and payer contracting, value-based reimbursement design, modeling, and verification, as well as updating and creating reporting for groups in GLIN
Duties and Responsibilities (
including but not limited to
)
Support, and at times lead, special projects and ongoing performance improvement, growth, and population health initiatives across the enterprise
Conduct analyses that deliver effective decision-making support by analyzing complex financial information, forecasting business, industry, and economic conditions, and presenting implications and innovative solutions to senior management
Design and develop analytic models using Excel and Tableau for value-based reimbursement programs both with payers and providers, across multiple business lines, including Commercial, Medicare Advantage, Medicaid, and Government Programs
Creates and implements methodology using multiple techniques to forecast the financial performance of value-based contracts. This can include probability and statistics or actuarial techniques
Develop and foster internal relationships across the corporation. Provide analytic and consultative support to a broad spectrum of internal customer areas and external business partners.
Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.
Provides analytical support for value-based programs, including independently monitoring/measuring the performance of the initiatives by leveraging utilization, financial, clinical, and benchmark data from multiple internal and external sources. Will perform analysis, summarize results, and oversee value-based payments
Qualifications or Education, Training, and Experience
Education: Bachelor's degree in mathematics, actuarial, finance, business or related field or comparable work experience, with an analytical/quantitative, healthcare, business or technical focus required.
Minimum of two years' experience in financial/actuarial or other types of analytical modeling role required.
Minimum of one year experience in a healthcare or health insurance setting preferred.
Knowledge, Skills, and Abilities:
Excellent communication skills, including presentation of complex topics, written, and oral communication
Must be skilled in Microsoft suite:
Excel - Proficient
PowerPoint - Proficient
Word - Proficient
Analytical
Problem-solving
Project management
Interpersonal
Business acumen
Strategic thinking
Initiative
Innovation
Judgement
Location: Must be located in Buffalo, NY or the surrounding areas.
We offer an outstanding benefits package including health, dental, 401K, vacation, and PTO, as well as a great working environment.
Pay range $75,000 to $85,000
The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within 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.
Equal Employment
Our culture encourages individual development, embraces an inclusive environment, rewards innovative excellence, and leads New York in provider and patient satisfaction. Great Lakes Integrated Network (GLIN) values diversity, inclusion, and equity as matters of fairness and effectiveness
.
We are committed to hiring and retaining a staff that reflects the diversity of the communities we serve, fostering an inclusive working environment where staff of all backgrounds feels welcomed and engaged
.
Great Lakes Integrated Network is an Equal Opportunity Employer
$75k-85k yearly 22d ago
Treasury Finance Manager
TD Bank 4.5
Finance associate job in Charlotte, NY
Hours:
40
Pay Details:
$97,240 - $145,600 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Finance
Job Description:
The Treasury Liquidity Manager maintains, enhances and develops reporting processes, control frameworks, and/or systems. This role contributes to the continuous development and/or improvement of processes, models, and related infrastructure. Develops liquidity methodology and assumptions. Leads and/or supports the work of junior team members, providing guidance and advice as a senior member of the team.
Depth & Scope:
Highly seasoned professional role requiring substantial knowledge/expertise in a complex field and knowledge of broader related areas
Integrates knowledge of the enterprise sub-function's or business line's overarching strategy in developing solutions across multiple functions or operations
Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes or services
Acts as a technical expert/lead integrating cross-function understanding within their own field of specialty; manages team(s) of related specialists
Leads cross-functional teams or projects with significant resource requirements, risk and/or complexity
Independently manages end-to-end functional programs
Solves or leads others to solve complex problems; leads efforts or partners with others to develop new solutions
Uses sophisticated analytical thought to exercise judgement and identify solutions
Impacts the achievement of sub-function or business line objectives within the area they are accountable for
Work is guided by policies and industry standards/methods
Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders
Works autonomously as the lead and guides others within area of expertise
Education & Experience:
Undergraduate degree or equivalent work experience
7+ years of experience
Customer Accountabilities:
Develops and maintains financial methodologies, strategies & processes that are used to generate risk measurement information used Liquidity Risk Management
Identifies Liquidity risk regarding information used to manage and measure margins
Leads the process of developing solutions and reporting of Liquidity Risk Management
Implements efficient collateral, intraday and cashflow forecasting monitoring
Analyzes changes in the liability and asset portfolios, evaluates trends, and reconciles cash flow activity
Evaluates product and customer in behavior stress scenarios and provides views on concentration for funding
Evaluates and produces forecasts of the flow of funds
Analyzes the Front Office of the organization to ensure sufficient funds are and will be available to meet obligations
Evaluates the short-term Front Office requirements based on analysis of the Bank's operational cash flow
Supports ongoing reviews with 1B, 2nd line and 3rd line functions
Shareholder Accountabilities:
Contributes to various operational activities and processes as assigned
Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
Be knowledgeable of practices and procedures within own area of responsibility and keeps abreast of emerging trends for own functional area
Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high-risk activities as necessary
Conducts internal and external research projects; supports the development/delivery of presentations/communications to management or broader audience
Conducts reporting and/or meaningful analysis at the functional or enterprise level using results to draw conclusions, makes recommendations, assesses the effectiveness of programs/policies/practices
Acquire and apply expertise in the discipline, provide guidance, assistance and direction to others
Adheres to internal policies/procedures and applicable regulatory guidelines
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
Employee/Team Accountabilities:
Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issue/points of interest
Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit
Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
Contributes to the success of the team by willingly assisting others in the completion and performance of work activities; provides training, coaching and/or guidance as appropriate
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Occasional
Sitting - Continuous
Standing - Occasional
Walking - Occasional
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Never
Squatting - Occasional
Bending - Occasional
Kneeling - Never
Crawling - Never
Climbing - Never
Reaching overhead - Never
Reaching forward - Occasional
Pushing - Never
Pulling - Never
Twisting - Never
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$97.2k-145.6k yearly Auto-Apply 49d ago
Financial Services Representative - State Farm Agent Team Member
Dan Schmidt-State Farm Agent
Finance associate job in Lockport, NY
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dan Schmidt - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
We believe great results come from consistency and teamwork. Our office offers ongoing sales challenges and recognition programs that reward effort, activity, and performance. New hires can take advantage of fast-start incentives, while experienced team members have opportunities to earn cash bonuses, gift cards, extra paid time off, and ongoing recognition for exceeding expectations
RESPONSIBILITIES:
Consult customers on financial planning, investment options, and life/health insurance coverage.
Identify customer needs and present tailored insurance solutions.
Proactively generate and follow up on leads to drive new business.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Active Life & Health license (required or ability to obtain quickly)
FINRA Series 7 and 63 licenses preferred
Previous experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
$44k-80k yearly est. 4d ago
Relationship Banker - Tonawanda Area
Bank of America 4.7
Finance associate job in Niagara Falls, NY
Tonawanda, New York;Getzville, New York; Kenmore, New York; Niagara Falls, New York
**To proceed with your application, you must be at least 18 years of age.**
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Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**********************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**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.
$41k-50k yearly est. 8d ago
Financial Representative Career Changer
Northwestern Mutual-Buffalo District 4.5
Finance associate job in Hamburg, NY
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Buffalo District of Northwestern Mutual, we dont just grow careers; we grow people. Together, we are building an environment where excellence is the standard, collaboration is encouraged, and purpose is woven into everything we do. Our culture is bold, modern, and energized, creating a space where ideas spark, careers accelerate, and futures are built. We believe in giving back and showing up for our community, from hands-on service projects to championing causes close to our hearts such as Alexs Lemonade Stand and Camp Good Days. Just as we help families achieve financial security and peace of mind, we also invest in the growth and success of our team members. Here, we lead with purpose, driven by the belief that the work we do changes lives both in the communities we serve and for the clients who trust us with their dreams.
Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221
Watch this short video to experience
A Day in the Life of a Northwestern Mutual Advisor
: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Nii Sowah, Managing Director:
Time with NM: Nearly 12 years, beginning as an AssociateFinancial Representative and advancing through multiple development roles, including Internship Development Officer for the 055.
Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office.
Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.
Ben Ross, Wealth Management Advisor/Growth Development Director:
Time with NM: 13 years, beginning his career as an Advisor in 2012.
Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community.
Passionate About: Dedicated to giving back through initiatives such as
The Ride for Roswell
, which raises funds for cancer research, and an annual
Women in STEM
scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.
John M. Bongiovanni, CFP, CLU, ChFC, RICP, Private Wealth Advisor:
Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA, CFP, and Adam Jack, ChFC, growing Generational Wealth Management into an ensemble firm.
Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP, CLU, ChFC, and RICP, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional.
Passionate About: Giving back to the community through leadership roles with WQLN, exp ERIEnce Childrens Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.
Ryan OConnor, Wealth Management Advisor:
Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 14), and later founded his team-based firm, which now oversees $350 million in client assets.
Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute.
Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.
Ryan Preziosi, Wealth Management Advisor:
Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year.
Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships.
Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$72k-116k yearly est. 21d ago
Relationship Banker - Greater Buffalo Area
Bank of America 4.7
Finance associate job in Hamburg, NY
Buffalo, New York;Hamburg, New York; Depew, New York; Depew, New York
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**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.
$41k-50k yearly est. 7d ago
Financial Representative Entry Level
Northwestern Mutual-Buffalo District 4.5
Finance associate job in Lewiston, NY
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Buffalo District of Northwestern Mutual, we dont just grow careers; we grow people. Together, we are building an environment where excellence is the standard, collaboration is encouraged, and purpose is woven into everything we do. Our culture is bold, modern, and energized, creating a space where ideas spark, careers accelerate, and futures are built. We believe in giving back and showing up for our community, from hands-on service projects to championing causes close to our hearts such as Alexs Lemonade Stand and Camp Good Days. Just as we help families achieve financial security and peace of mind, we also invest in the growth and success of our team members. Here, we lead with purpose, driven by the belief that the work we do changes lives both in the communities we serve and for the clients who trust us with their dreams.
Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221
Watch this short video to experience
A Day in the Life of a Northwestern Mutual Advisor
: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Nii Sowah, Managing Director:
Time with NM: Nearly 12 years, beginning as an AssociateFinancial Representative and advancing through multiple development roles, including Internship Development Officer for the 055.
Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office.
Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.
Ben Ross, Wealth Management Advisor/Growth Development Director:
Time with NM: 13 years, beginning his career as an Advisor in 2012.
Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community.
Passionate About: Dedicated to giving back through initiatives such as
The Ride for Roswell
, which raises funds for cancer research, and an annual
Women in STEM
scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.
John M. Bongiovanni, CFP, CLU, ChFC, RICP, Private Wealth Advisor:
Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA, CFP, and Adam Jack, ChFC, growing Generational Wealth Management into an ensemble firm.
Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP, CLU, ChFC, and RICP, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional.
Passionate About: Giving back to the community through leadership roles with WQLN, exp ERIEnce Childrens Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.
Ryan OConnor, Wealth Management Advisor:
Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 14), and later founded his team-based firm, which now oversees $350 million in client assets.
Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute.
Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.
Ryan Preziosi, Wealth Management Advisor:
Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year.
Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships.
Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
How much does a finance associate earn in Buffalo, NY?
The average finance associate in Buffalo, NY earns between $51,000 and $162,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Buffalo, NY
$91,000
What are the biggest employers of Finance Associates in Buffalo, NY?
The biggest employers of Finance Associates in Buffalo, NY are: