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Finance associate jobs in Syracuse, NY

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  • Citizens Banker

    Citizens 2.9company rating

    Finance associate job in Fayetteville, NY

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $24.15- $26.47 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
    $24.2-26.5 hourly Auto-Apply 1d ago
  • Finance Associate

    Performance System Development of New York LLC 3.7company rating

    Finance associate job in Ithaca, NY

    Job DescriptionDescription: Finance Associate Full-time • Fully-Remote Performance Systems Development (PSD) is seeking a Finance Associate who not only excels in day-to-day accounting and accounts receivable operations, but also has a passion for data, systems, and process improvement. This role is ideal for someone who enjoys digging into numbers, building smarter workflows in Excel and QuickBooks Online, and helping evolve a growing Finance function through thoughtful analysis and reporting. In this role, you will balance essential accounting responsibilities with opportunities to drive insight, efficiency, and innovation across the department. What You'll Do Financial Reporting & Data Analysis Prepare and deliver accurate, complete, and timely monthly financial reporting for internal stakeholders. Analyze financial data to identify trends, discrepancies, or opportunities for improvement. Build and refine Excel-based reports, templates, and dashboards to support leadership decision-making. Support deeper department-wide data needs by collecting, cleaning, organizing, and interpreting financial and operational data. Accounts Receivable & Core Accounting Operations Prepare and issue accurate and timely customer invoices, coordinating with colleagues to ensure completeness. Track invoice status, follow up on outstanding items, and resolve discrepancies with clients or internal partners. Enter, review, and reconcile bank deposits and transfers to maintain alignment with accounting records. Assist with collection efforts in a professional and customer-centered manner. Systems, Process Improvement & Automation Actively use QuickBooks Online and related tools to streamline accounting workflows. Recommend new methods, tools, or automations to increase accuracy and efficiency. Help test and implement enhancements to financial systems, reporting formats, and data processes. Prepare supporting schedules, records, and reports for internal and external audits. This position reports to the VP of Finance and plays a key role in ensuring PSD's financial transactions are recorded accurately and timely, while also bringing forward new ideas, analytical insights, and a mindset of continuous improvement. About PSD Performance Systems Development is a national leader in building science and energy efficiency. Since our founding 25 years ago, we've grown to 100+ employees who are passionate about delivering creative, meaningful solutions that advance how buildings use energy. Our work centers around: High-impact energy efficiency programs that improve building performance. Workforce development and industry training. Innovative software solutions that manage and analyze energy efficiency data. What You Bring Associate's degree in Accounting, Finance, or a related field, or equivalent work experience. 1-2 years of experience in accounting or other data-intensive operations, with comfort collecting, cleaning, uploading, and interpreting data. Demonstrated proficiency using accounting systems (QuickBooks Online strongly preferred). Advanced computer skills, including a strong working knowledge of Microsoft Excel (functions, formulas, pivot tables, etc.). Curiosity and enthusiasm for learning new technologies, adapting to updates, and improving processes through automation or system enhancements. Strong attention to detail, organization, and accuracy. A collaborative spirit and desire to contribute to a Finance team that prioritizes accuracy, transparency, and continuous improvement. Additional Details Physical Demands: Frequent computer use requiring periods of sitting and close audio-visual concentration. Work Environment: Office work performed in a collaborative environment with a high degree of independence. Travel Requirements: No travel required for this position. Compensation & Benefits Salary: Competitive, commensurate with education, qualifications, and experience. Benefits: Health Insurance, 401K savings plan, Life Insurance, Long-Term Disability Insurance, Flexible Spending Accounts, Paid Holidays, Unlimited Sick Leave, Paid Parental Leave, and a Paid Benefit Time program. How to Apply Interested candidates should apply directly. PSD is not accepting applications from recruiters, 3rd party agencies, or outsourcing firms. Learn more about us at ********************* Diversity & Inclusion PSD strives to create a diverse and inclusive workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status or any other status protected by law. Performance Systems Development is an Equal Opportunity Employer. Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Requirements:
    $64k-112k yearly est. 7d ago
  • Private Client Banker - Seventh North - Liverpool, NY

    JPMC

    Finance associate job in Liverpool, NY

    You have an obsession 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 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: *********************************************************************
    $58k-130k yearly est. Auto-Apply 60d+ ago
  • Private Client Banker - Syracuse, NY

    Jpmorganchase 4.8company rating

    Finance associate job in Syracuse, 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: **************************************************************************
    $77k-187k yearly est. Auto-Apply 20h ago
  • * Health Care Financial Bookkeeper/ Analyst

    CS&S Staffing Solutions

    Finance associate job in Syracuse, NY

    Please, review and apply for this position through the QCI system following the link below (Copy and Paste): http://jobs.qcitech.com/jobseeker/_Health_Care_Financial_Bookkeeper_Analyst_J02155551.aspx *You can apply through Indeed using mobile devices with this link. Additional Information
    $64k-99k yearly est. 60d+ ago
  • * Health Care Financial Bookkeeper/ Analyst

    Cs&S Staffing Solutions

    Finance associate job in Syracuse, NY

    Please, review and apply for this position through the QCI system following the link below (Copy and Paste): http://jobs.qcitech.com/jobseeker/_Health_Care_Financial_Bookkeeper_Analyst_J02155551.aspx *You can apply through Indeed using mobile devices with this link. Additional Information
    $64k-99k yearly est. 3h ago
  • Part-Time Finance Coordinator

    Francis House

    Finance associate job in Syracuse, NY

    Part-time Description In conjunction with the contracted third-party accounting firm, the Finance Coordinator/Operations Specialist is responsible for the oversight of Francis House's financial operations. This position acts as an internal resource preparing necessary documentation, provides employee support regarding work-related financial transactions, and acts as an advisor to the Francis House Auxiliary regarding established accounting procedures. Essential Job Duties and Responsibilities (Additional duties may be assigned): Third-party Accounting Support · Accounts Payable o Provides support by forwarding all Francis House bills to the third-party accountant to be entered into Bill.com for payment. o In coordination with the Board Treasurer, may approve monthly invoices for payment. o Writes manual checks on an as needed basis and provides detailed information to accountant for reconciliation purposes. · Accounts Receivable o Prepares and sends deposit summaries to third party accountant, as needed. o Maintains relationships with local hospitals and prepares quarterly resident invoices. · Credit Card Transactions o Reviews employee credit card statements monthly. o Reconciles with receipts and appropriate GL accounts in coordination with third-party accountant. · Annual Budget o Assists with budget preparation for operating budget as well as Francis House Auxiliary. · Annual Audit o Assists with preparing all financial information and reports for annual audit process. o Acts as Francis House internal contact, providing auditors with financial information. · Other o Acts as the internal resource for third-party accountant, providing financial information, reporting, etc. as needed. Internal Accounting Support · Assists with the documentation of all internal controls and guidelines for accounting transactions. · Resource to employees regarding internal financial procedures. · Presents financials to the Finance Committee on a bi-monthly basis. · Advises Francis House Auxiliary members regarding financial procedures. · Responsible for the commercial insurance policies and annual renewals for Francis House, in coordination with third-party insurance agency. · Provides back-up to the Human Resources department with payroll, 401k and benefit administration on an as needed basis. Location: This is an on-site position at Francis House located at 108 Michaels Ave. Syracuse, NY 13208 Requirements Education and Experience: · Associate's degree in accounting or related field. · Two to three years of experience as an Office Manager, Business Manager, or Bookkeeper required. · Experience in not-for-profit organization preferred. · Proficiency with accounting software and financial management systems, QuickBooks preferred. · Previous payroll & benefits experience preferred, Paylocity experience preferred. Resident Care/Service Accountabilities: · Support the organization's mission, vision, and values. · Demonstrate a commitment to Francis House's philosophy of care. · Demonstrate a sensitivity to and understanding of death, dying, bereavement, ethical issues, and palliative care. · Maintain the organization's and client's confidentiality at all times. Knowledge, Skills, and Abilities: · Knowledge of relevant financial regulations and compliance standards. · Experience in budget preparation and financial reporting. · Ability to analyze financial data and prepare reports. · Experience with financial audits and internal controls. · Proficient with Microsoft Office software. · Excellent data skills and ability to use Excel functions; a strong understanding of formulas. · Excellent verbal and written communication skills. · Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy. · High level of accuracy and attention to detail. · Strong analytical and problem-solving skills. · Ability to prioritize and organize work in a multitasked environment. · Must have the ability to act and perform exemplary work independently. Specific Accountabilities: · Believes in and supports the Francis House mission, vision and values and supports its philosophy of care. · Sensitive to the needs of those in palliative care. · Maintains organizational and client confidentiality at all times. Salary Description $24.00 to $25.00 per hour
    $24-25 hourly 60d+ ago
  • Relationship Banker Central NY Region

    Broadview Fcu

    Finance associate job in Syracuse, NY

    If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day. This role will be assigned to our Midler Ave Branch; however, you will support all the branches within our Central NY Region which includes our Cicero, Deys and South Crouse Branch locations. WHAT YOU'LL DO Advocate for members, seeking ways to enhance members' experience, providing solutions that help them achieve their financial goals Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals Build new relationships through Community/Foundation involvement and existing member referrals Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance Demonstrate vigilance in detecting and reporting fraud or irregular activities Ensure compliance with all applicable policies, procedures, and regulatory guidelines Achievement of goals and objectives provided by management LET'S TALK IF YOU Have an Associates degree preferred, or combination of equivalent education and experience Have one to two years of branch banking experience Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Are Proficient in Microsoft Word and Excel Have the ability to multi-task to meet or exceed minimum performance standards Have effective verbal, written and listening communication skills Have strong interpersonal skills Have the flexibility to work out of any location at any time, as business needs dictate Have the ability to lift at least 10 pounds and stand for long periods of time TO THRIVE AT BROADVIEW YOU NEED Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. To be able to operate in a rapidly changing dynamic environment. Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $22.82 - $24.82/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************
    $22.8-24.8 hourly Auto-Apply 19d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance associate job in East Syracuse, NY

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 26d ago
  • Financial Service Representative (FSR)

    Sidney Federal Credit Union

    Finance associate job in Cicero, NY

    Here at SFCU we define our culture as one of GROWTH . Growing our member, growing our employee, and growing our organization. This position is a great opportunity to join our innovative and growing SFCU team! Providing service and support, you will have the opportunity to build relationships with both members and potential members. Through engagement, you will be creating a valuable experience as you analyze information to identify needs and offer our products and service solutions. In this role you are sure to feel a sense of satisfaction in assisting our members and potential members to achieve their financial wellness goals. Position Summary: The Financial Service Representative handles more complex member service functions, offering in-depth financial education, and acting as a trusted resource for specialized account and loan needs. This individual consistently meets or exceeds current performance expectations, maintains a strong sales performance and actively engages in business development. The FSR is qualified to open/manage consumer and business accounts. Also, respond to a wide range of consumer lending inquiries, including home and business loan applications. This role is critical to ensuring exceptional member service, operational consistency, and team support. Pay Range: $22.30 - $27.87 per hour Key Responsibilities: Perform all duties of a Member Service Representative (MSR), including processing routine and complex transactions, supporting digital banking, and handling account and loan maintenance. Open and manage consumer, business, and specialty accounts with accuracy and compliance. Open and process a full range of lending products, including consumer loans and home loans with a basic knowledge of business loans. Open specialty accounts and savings products (ex: Estate, IRA, Certificates, etc) ensuring compliance with credit union policies, procedures, and regulatory requirements. Provide personalized financial education to members, promoting financial literacy and awareness of available products and services. Proactively identify and address fraud risks, while guiding members through sensitive or complex situations such as death claims, escalated concerns, and high-impact transactions. Consistently meet or exceed established service standards, sales goals, and performance expectations. Maintain minimal error rates and demonstrate accountability by promptly correcting and communicating any issues. Uphold compliance with all applicable regulations, internal controls, and policies, while fostering a culture of accountability, professional development, and continuous improvement. Actively support and promote the credit union's service culture, community involvement, and "sales-as-a-service" philosophy to strengthen member relationships and contribute to organizational success. Perform other related duties as assigned to support member needs and overall business objectives. Qualifications: Perform all duties of a Member Service Representative (MSR), including processing routine and complex transactions, supporting digital banking, and handling account and loan maintenance. Open and manage consumer, business, and specialty accounts with accuracy and compliance. Open and process a full range of lending products, including consumer loans and home loans with a basic knowledge of business loans. Open specialty accounts and savings products (ex: Estate, IRA, Certificates, etc) ensuring compliance with credit union policies, procedures, and regulatory requirements. Provide personalized financial education to members, promoting financial literacy and awareness of available products and services. Proactively identify and address fraud risks, while guiding members through sensitive or complex situations such as death claims, escalated concerns, and high-impact transactions. Consistently meet or exceed established service standards, sales goals, and performance expectations. Maintain minimal error rates and demonstrate accountability by promptly correcting and communicating any issues. Uphold compliance with all applicable regulations, internal controls, and policies, while fostering a culture of accountability, professional development, and continuous improvement. Actively support and promote the credit union's service culture, community involvement, and "sales-as-a-service" philosophy to strengthen member relationships and contribute to organizational success. Perform other related duties as assigned to support member needs and overall business objectives. Physical Requirements: Ability to remain in a stationary position for extended periods. Frequent standing, sitting, walking, and use of office equipment. May occasionally need to lift up to 25 pounds. Work Schedule: Full-time position with availability during all branch hours, including Saturdays. May be required to open or close the branch. Flexibility to travel to alternate branches when business needs arise. Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability .
    $22.3-27.9 hourly 25d ago
  • Financial Analyst

    Slocum-Dickson Medical Group 4.5company rating

    Finance associate job in New Hartford, NY

    Full-time Description JOB SUMMARY: Prepares all work related to Accounting/Finance as requested by the Director of Finance, Department Heads, Managers, Administrators, and Physicians. DUTIES & RESPONSIBILITIES: Compiles monthly financial statements; Responsible for daily cash management of all accounts, including transfers; Creates monthly reports and financial spreadsheets for Finance Committee, Board of Directors and Shareholders; Reconciles bank statements; Develops proforma, financial statements for new ventures and equipment purchases; Prepares and analyzes statistical, budget, and overtime reports for Department Managers, Administration and Physicians; Invoice preparation for contracted companies; Complete daily/monthly requests for financial information from Directors, Administration, Managers, and Physicians in a timely manner; Complete various annual MGMA surveys; Calculate year-end collection ratios, professional components, MGMA physician charges, & RVU rankings; Assist the Director with the annual members report; Update monthly lease payments. May be exposed to hazardous drugs. Attends OSHA training upon initial employee orientation and annually completes an OSHA competency. RELATIONSHIP WITH OTHERS: Deals directly with the Director of Finance in relationships to the functions of the Finance Department. Requirements EDUCATION/EXPERIENCE/KNOWLEDGE: B.S. in Accounting and a minimum of two-year's experience as a Financial Analyst or like position. Has working knowledge with Excel, Access and Sage100. Experience with Crystal Reports, and Timeclock preferred. PHYSICAL REQUIREMENTS: Requires sitting, standing, bending, and reaching. May require lifting up to 20 pounds. Requires manual dexterity sufficient to operate standard office equipment such as computer, fax, calculators and telephone. Salary Description $53,892.80 - $92,352.00 annually
    $53.9k-92.4k yearly 60d+ ago
  • Part Time Relationship Banker I

    Capital Bank 4.5company rating

    Finance associate job in Seneca Falls, NY

    Build your future with us. At the heart of our success is a team of passionate, skilled, and dedicated individuals. We're on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth. As a proud community bank, we believe in giving back to the neighborhoods we serve. Supporting local events and organizations across our 14-county footprint isn't just something we do, it's who we are. It's our way of saying thank you to the people who make this region an incredible place to live, work, and grow. Interested in making a difference while building a rewarding career? We invite you to review the job description below and apply today. We look forward to learning more about you. Together, we build something amazing-and we support you with benefits such as: Profit Sharing/401K Plan Health, Dental & Vision Insurance Tuition Reimbursement Paid time off Employee Assistance Program …and more! Job Title : Relationship Banker I Here's how you'll make an impact Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services. Accurately processes routine and complex transactions for branch customers, including deposits, withdrawals, and loan payment processing while balancing a cash drawer and safeguarding against fraud. Assists with the maintenance and servicing of bank equipment such as ATMs, and Night Drops. Researches customer inquiries, orders checks/debit cards, returns phone calls, and other customer originated service needs with the intent of enhancing customer retention and uncovering additional sales opportunities. Confidently uses needs based assessment tools (Client Relationship Worksheet) in a conversational manner to analyze and uncover customer needs. Recommends and sells appropriate solutions both in person and over the phone. Opens deposit accounts, inputs and follows through with loan applications following operations and regulatory requirements; opens all types of personal accounts and prepares related documentation; follows up with clients after new accounts are opened to deepen the relationship. Demonstrates a high level of courtesy and efficiency with customers, continuously exceeding expectations with servicing skills; maintains a strong understanding of industry trends and how they impact the customer. Proactively seeks ways to expand customer relationships in order to achieve individual and branch goals; maintains a working knowledge of the banks products and services. Actively participates in branch huddles, meetings, and one on one coaching sessions. Adheres to operational controls including but not limited to legal, corporate and regulatory procedures to ensure the safety and security of client bank assets. Assists with new staff member training and coaching; Performs on the job training and may serve as a backup trainer as needed. May direct work flow by assigning ancillary duties on the Teller line as needed. Maintains knowledge of all relevant rules and regulations. Conforms to General Performance Expectations as identified for all employees. Qualifications/Requirements One year experience in a banking or customer service position preferred High School Diploma or equivalent with an emphasis in a business curriculum Demonstrated experience in banking and/or customer service Proficient analytical and mathematic skills, along with reading and writing skills Proficient communication, interpersonal and sales skills A comprehensive knowledge of operating policies and procedures which impact consumer services; A thorough knowledge of the features and benefits of company consumer products and services Basic computer skills, including Microsoft Outlook, Word and Excel Ability to lift up to 50 lbs. of coin Must be able to support multiple branch locations as needed Salary Range $17 to $26.50 Hourly Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.
    $17-26.5 hourly Auto-Apply 12d ago
  • Finance Associate

    Performance System Development of New York 3.7company rating

    Finance associate job in Ithaca, NY

    Full-time Description Finance Associate Full-time • Fully-Remote Performance Systems Development (PSD) is seeking a Finance Associate who not only excels in day-to-day accounting and accounts receivable operations, but also has a passion for data, systems, and process improvement. This role is ideal for someone who enjoys digging into numbers, building smarter workflows in Excel and QuickBooks Online, and helping evolve a growing Finance function through thoughtful analysis and reporting. In this role, you will balance essential accounting responsibilities with opportunities to drive insight, efficiency, and innovation across the department. What You'll Do Financial Reporting & Data Analysis Prepare and deliver accurate, complete, and timely monthly financial reporting for internal stakeholders. Analyze financial data to identify trends, discrepancies, or opportunities for improvement. Build and refine Excel-based reports, templates, and dashboards to support leadership decision-making. Support deeper department-wide data needs by collecting, cleaning, organizing, and interpreting financial and operational data. Accounts Receivable & Core Accounting Operations Prepare and issue accurate and timely customer invoices, coordinating with colleagues to ensure completeness. Track invoice status, follow up on outstanding items, and resolve discrepancies with clients or internal partners. Enter, review, and reconcile bank deposits and transfers to maintain alignment with accounting records. Assist with collection efforts in a professional and customer-centered manner. Systems, Process Improvement & Automation Actively use QuickBooks Online and related tools to streamline accounting workflows. Recommend new methods, tools, or automations to increase accuracy and efficiency. Help test and implement enhancements to financial systems, reporting formats, and data processes. Prepare supporting schedules, records, and reports for internal and external audits. This position reports to the VP of Finance and plays a key role in ensuring PSD's financial transactions are recorded accurately and timely, while also bringing forward new ideas, analytical insights, and a mindset of continuous improvement. About PSD Performance Systems Development is a national leader in building science and energy efficiency. Since our founding 25 years ago, we've grown to 100+ employees who are passionate about delivering creative, meaningful solutions that advance how buildings use energy. Our work centers around: High-impact energy efficiency programs that improve building performance. Workforce development and industry training. Innovative software solutions that manage and analyze energy efficiency data. What You Bring Associate's degree in Accounting, Finance, or a related field, or equivalent work experience. 1-2 years of experience in accounting or other data-intensive operations, with comfort collecting, cleaning, uploading, and interpreting data. Demonstrated proficiency using accounting systems (QuickBooks Online strongly preferred). Advanced computer skills, including a strong working knowledge of Microsoft Excel (functions, formulas, pivot tables, etc.). Curiosity and enthusiasm for learning new technologies, adapting to updates, and improving processes through automation or system enhancements. Strong attention to detail, organization, and accuracy. A collaborative spirit and desire to contribute to a Finance team that prioritizes accuracy, transparency, and continuous improvement. Additional Details Physical Demands: Frequent computer use requiring periods of sitting and close audio-visual concentration. Work Environment: Office work performed in a collaborative environment with a high degree of independence. Travel Requirements: No travel required for this position. Compensation & Benefits Salary: Competitive, commensurate with education, qualifications, and experience. Benefits: Health Insurance, 401K savings plan, Life Insurance, Long-Term Disability Insurance, Flexible Spending Accounts, Paid Holidays, Unlimited Sick Leave, Paid Parental Leave, and a Paid Benefit Time program. How to Apply Interested candidates should apply directly. PSD is not accepting applications from recruiters, 3rd party agencies, or outsourcing firms. Learn more about us at ********************* Diversity & Inclusion PSD strives to create a diverse and inclusive workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status or any other status protected by law. Performance Systems Development is an Equal Opportunity Employer. Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Salary Description $60,000-$70,000/year
    $60k-70k yearly 37d ago
  • Relationship Banker - Cicero and Syracuse, NY

    JPMC

    Finance associate job in Syracuse, NY

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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: **************************************************************************
    $45k-65k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker - Cicero and Syracuse, NY

    Jpmorganchase 4.8company rating

    Finance associate job in Syracuse, NY

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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: **************************************************************************
    $42k-62k yearly est. Auto-Apply 60d+ ago
  • FINANCIAL ANALYST

    Slocum-Dickson Medical Group, PLLC 4.5company rating

    Finance associate job in New Hartford, NY

    Job DescriptionDescription: JOB SUMMARY: Prepares all work related to Accounting/Finance as requested by the Director of Finance, Department Heads, Managers, Administrators, and Physicians. DUTIES & RESPONSIBILITIES: Compiles monthly financial statements; Responsible for daily cash management of all accounts, including transfers; Creates monthly reports and financial spreadsheets for Finance Committee, Board of Directors and Shareholders; Reconciles bank statements; Develops proforma, financial statements for new ventures and equipment purchases; Prepares and analyzes statistical, budget, and overtime reports for Department Managers, Administration and Physicians; Invoice preparation for contracted companies; Complete daily/monthly requests for financial information from Directors, Administration, Managers, and Physicians in a timely manner; Complete various annual MGMA surveys; Calculate year-end collection ratios, professional components, MGMA physician charges, & RVU rankings; Assist the Director with the annual members report; Update monthly lease payments. May be exposed to hazardous drugs. Attends OSHA training upon initial employee orientation and annually completes an OSHA competency. RELATIONSHIP WITH OTHERS: Deals directly with the Director of Finance in relationships to the functions of the Finance Department. Requirements: EDUCATION/EXPERIENCE/KNOWLEDGE: B.S. in Accounting and a minimum of two-year's experience as a Financial Analyst or like position. Has working knowledge with Excel, Access and Sage100. Experience with Crystal Reports, and Timeclock preferred. PHYSICAL REQUIREMENTS: Requires sitting, standing, bending, and reaching. May require lifting up to 20 pounds. Requires manual dexterity sufficient to operate standard office equipment such as computer, fax, calculators and telephone.
    $62k-85k yearly est. 28d ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance associate job in New Hartford, NY

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly Auto-Apply 25d ago
  • Relationship Banker - Lefferts Blvd 103rd St - South Richmond Hill, NY

    Jpmorganchase 4.8company rating

    Finance associate job in South Hill, NY

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
    $41k-60k yearly est. Auto-Apply 6d ago
  • Relationship Banker - Lefferts Blvd 103rd St - South Richmond Hill, NY

    JPMC

    Finance associate job in South Hill, NY

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
    $45k-66k yearly est. Auto-Apply 6d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance associate job in New Hartford, NY

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 26d ago

Learn more about finance associate jobs

How much does a finance associate earn in Syracuse, NY?

The average finance associate in Syracuse, NY earns between $51,000 and $159,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in Syracuse, NY

$90,000
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