Finance Planner Jobs in Ithaca, NY

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

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

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

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

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

Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY, and the surrounding areas. Established in 1954, First Heritage Federal Credit Union has over $730 million in assets and serves more than 47,000 members. First Heritage has the ability to serve all people who live, work, worship, attend school or maintain a business or other legal entity in Chemung, Steuben, Tioga, Schuyler, Livingston, Allegany and Yates Counties, New York and Tioga, Bradford, Lycoming and Potter counties, Pennsylvania, as well as their immediate family members. This role requires a FINRA series 7 licensed candidate who possesses the drive and passion to deliver the highest level of service to credit union members and clientele to help manage their wealth. The ideal candidate will be self-motivated and be able to motivate other team members to promote the solutions to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to, the following: Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement. Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager. Drives investment and program integration initiatives with credit union assigned program (includes relationship center personnel training). Provides regular feedback to the relationship center professionals and identified credit union leaders regarding sales practices and business development initiatives. Work with Relationship Center leaders to identify and leverage cross-sell opportunities. Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative. Remains visible to the appropriate segments of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.) Required Qualifications: Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses Clean U-4 and Background Two or more years of sales experience in the financial services industry, preferably in a bank or credit union Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop Commitment to supporting, and contributing to, a team-oriented culture Desired Qualifications Undergraduate Degree in Business, Finance, or related field Certified Financial Planner (CFP) designation Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment An advanced level of performance and work ethic requiring minimum supervision EOE **Representatives are employed by and registered through CFS (Member FINRA / SIPC ). To learn more about CUSO Financial Services, L.P. visit *************** . CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.

The Bonadio Group is currently seeking an Analyst in our Corporate Finance practice. The ideal candidate will have experience in financial analysis, auditing, accounting, financial reporting, equity research, investment banking, transaction advisory or business valuation, and be highly motivated with the desire to build relationships and provide superior client-service. Responsibilities * Perform research and financial modeling to support investment banking, transaction advisory and valuation advisory engagements * Gather pertinent insight and data for analysis and advisory purposes * Conduct research on clients, competitors, industries, and capital markets, including market transactions, market multiples, financial ratios, and benchmarking * Develop, review, and modify financial models incorporating various valuation and transaction pricing methodologies * Develop and maintain supporting documentation work files and working papers to support all underlying transaction and valuation-related assumptions * Assist in the preparation of reports supporting investment banking, transaction advisory and valuation advisory engagements Qualifications Required: * A minimum of a bachelor's degree in Finance, Accounting, Economics, Business Administration or related field * A minimum of two years' experience in an assurance-related practice with a public accounting firm, preferably with a focus on for-profit entities * Experience with research tools, financial database platforms, and financial analysis and analytical tools * Progress toward, achievement of or desire to obtain an applicable professional designation (ASA, CPA, CVA, CBA or CFA) * Proven financial modeling, research, analytical, critical-thinking, and problem-solving skills, as well as strong verbal and written communication skills The salary range for this opportunity is between $58,000 - $70,000 per year and is commensurate with experience. Hours Of Operation: * Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday * Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Fridays * We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at ************** or *******************. EOE/AA Disability/Veteran

Location Geneva, New York, United States of America Category Other Job Id R-035987 Posted Date 02/16/2024 JOB DESCRIPTION **Your career path should lead to real opportunity** LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Wayne Bank in Geneva, NY would allow you to join the Investment Program at Wayne Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Wayne Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Wayne Bank for financial solutions. This position will offer: * The ability to build a strong client base with the Bank's exceptional referral system * Service Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals * The opportunity to find new clients via the bank's client base * The opportunity to create client solutions without proprietary products * The ability to grow your business with LPL's combination of tools, technology, and support * The benefit of LPL's experience helping financial institutions grow and maximize their investment programs * The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: * Access to our proprietary technology and a suite of customized services * An open architecture platform with access to thousands of investment products from leading third-party product sponsors * Resources and expertise across the firm to help you create client solutions * The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. **Requirements:** * Series 7 and 66 (63/65) required * Insurance license required * Three or more years of investment sales experience **Apply online at:** By submitting an application, you are not applying for employment with LPL Financial. Employment is with Wayne Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wayne Bank. Tracking # 1-05026674 Pay Range:58,500 - 58,500 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation. Location Albany, New York, United States of America Posted Date 12/14/2023 Job Id R-034665 Category Other Location Brooklyn, New York, United States of America Posted Date 11/10/2023 Job Id R-031239 Category Other Location Sayre, Pennsylvania, United States of America Posted Date 11/10/2023 Job Id R-033341 Category Other Location Plattsburgh, New York, United States of America Posted Date 07/22/2024 Job Id R-039011 Category Other Location Plattsburgh, New York, United States of America Posted Date 06/10/2024 Job Id R-037774 Category Other Financial Advisor - NBT Bank. Your career path should lead to real opportunity . LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity... Location Fairfield, Connecticut, United States of America Posted Date 11/10/2023 Job Id R-028230 Category Other Location West Hartford, Connecticut, United States of America Posted Date 11/10/2023 Job Id R-031774 Category Other Location Wellsboro, Pennsylvania, United States of America Posted Date 05/13/2024 Job Id R-037229 Category Other Financial Advisor - Citizens & Northern Bank. Your career path should lead to real opportunity . LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This... Location Burlington, Vermont, United States of America Posted Date 12/14/2023 Job Id R-034666 Category Other Location Albany, New York, United States of America Location Palmyra, Pennsylvania, United States of America Location Oberlin, Ohio, United States of America Location Lihue, Hawaii, United States of America Location Walla Walla, Washington, United States of America How would you rate your experience popup

Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include + Focus on clients: Aspire to deliver world-class customer service + Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience + Build book of business: Proactively seek ways to develop and expand client relationships + Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals + Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials + Active Series 7, 66 (65 and 63), and life insurance licenses + Established track record of top-ranked sales performance + Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales + Able to adapt quickly to changing requirements or environments Hours and Work Schedule + Hours per Week: 40 + Work Schedule: Varies Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. 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), provides equal employment and advancement opportunities to all applicants for employment and colleagues 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, transgendered and transitioning individuals, 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 colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N. A. , operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The BSA/AML Analyst I is responsible for the daily execution of duties related to investigating account activity for potential money laundering, terrorist financing, fraud, or other suspicious or unusual activity that may be illicit. They may also be expected to carry out other duties assigned to fulfill normal FIU operations and obligations. These may include, but are not limited to, reviewing various reports, performing EDD reviews, or data gathering and compilation. Essential Responsibilities: Review and investigate transaction monitoring alerts generated by the Bank's automated transaction monitoring systems and routine or ad-hoc reports. Conduct resulting investigations of potential financial crimes, including money laundering, fraud, and terrorist financing. Identify and escalate more complex or sensitive alerts/cases as identified Conduct other investigations as assigned by the FIU supervisory staff. Thoroughly document investigative work and ensure accurate completion of relevant reports, including Suspicious Activity Reports and Currency Transaction Reports as required by FinCEN. Use the Bank's case management system to track, document, and report all investigations and customer/account reviews. Keep FIU supervisory staff apprised of investigation statuses and work outcome. Perform all duties in compliance with the Bank's policies and procedures and in compliance with all applicable laws and regulations. Provide support to other FIU staff as directed, such as high-risk customer reviews, transaction monitoring, CTR processing, etc. Communicate clearly and professionally with other departments as necessary, and at supervisor discretion. Satisfactorily complete all assigned training in a timely manner. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures. Ancillary Duties: As an integral member of the Financial Intelligence Unit (FIU), this position is also responsible for assisting wherever necessary to help the FIU and the Bank achieve their annual goals and operate effectively. This could include clerical duties, office administration tasks, minimal travel, professional development, as well as other routine responsibilities. Qualifications Education/Training: BS or BA degree with course work in fraud/financial crime preferred or related professional work experience and degree. Skills: Candidates must be highly analytical and capable of conducting throough investigations of potential money laundering, fraud, or otherwise illicit or suspicious activity. Must possess strong writing, grammar, and mathematics skills; as well as be proficient in interpersonal verbal and written communications. Able to maintain strict confidentiality, work independently, and possess basic knowledge and aptitude with computers and software operation. Experience: 0 to 1 years' Bank Secrecy Act/Anti-Money Laundering investigative experience, which may include an internship, or BSA/AML related course work. All applicants must be 18 years of age or older. Other Job Information Hours: 40 per week. Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department. Minimum USD $21. 75/Yr. Maximum USD $30. 50/Yr.

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

Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Syracuse area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars. To be eligible for the Financial Professional role, candidates must possess the following qualifications: Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred Securities registrations Series 7, 65 & 66 preferred Life & Health Insurance Licenses Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified candidates are expected to have the following skills: Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)) Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents Territory management and business development Relationship building Fund knowledge and product/pricing knowledge At Voya Financial Advisors , we provide the tools and resources necessary that will help set you up for success including: Full access to the Voya brand Access to existing client base Wide array of financial products Technology and systems to enable you to efficiently manage your clients financial information and plans Turnkey marketing services Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). #Voya #Securities #investment #advisory #Financial #Advisors #stockmarket #budget #wealthbuilding #moneytips #savingmoney #debtfree #success #insuranceagent #finances #financialsuccess #stocks #financialcoach #health #protection #credit #capital

Associate Advisor, Wealth Management TYPE: Full time, Salary SUMMARY: Are you passionate about helping people achieve their financial goals? Do you enjoy working with people who share your commitment to quality, excellence, and professional growth? Our client, Strategic Financial Services is looking for motivated professionals who have an interest in a career in financial services and 2-3 years of demonstrated success in a professional environment. The team is growing and investing in new members who will play a supportive role in client and advisory activities. There is tremendous opportunity for growth in this role, along with competitive compensation, benefits, and PTO. The company was recently named the #1 Place to Work for Financial Advisers by InvestmentNews! FIRM VALUES: Serve | Grow | Live CORE RESPONSIBILITIES: Client Service: Day-to-day primary/backup contact for clients/prospects and primary back-up to lead and senior advisors. Serve as liaison between client service and advisor team / end client. Coordinate key tasks with professional partners outside of Strategic (attorneys, CPAs, insurance providers, etc). No primary relationship management responsibility. Investment and Financial Plan Execution: Coordinates/Executes/Implements recommendations for client financial plans and investments. Business Development: Devote 20% of time to supporting the Senior Advisor with business development efforts including new prospects, Proven Process execution, referrals and wallet share. Follow-Up/To- Dos: Timely completion and coordination of action items internally with proper inputs communicated to team members when delegated. Leadership: Participate in firm groups, initiatives, or internal projects/rocks, as well as in the community. TECHNICAL SKILLS: Operational: Working knowledge of the firm's financial planning tech, client facing technology, performance reporting, and CRM systems. Financial Planning: Basic knowledge of key financial planning areas (Risk Management, Tax, Estate, Retirement, Education and Business). Investments/Market: Basic knowledge of securities markets, global economics, portfolio construction and informed on market conditions and news events, and their implications for investors. Industry: Basic understanding of key trends in financial planning and legislative changes. Comprehensive understanding of financial planning areas and securities markets. Communication: Good written, verbal and presentation skills. Demonstrated ability to listen, ask good questions, identify opportunities, resolve conflicts, educate, and coach clients. Administrative: Ability to coordinate key tasks with professional partners outside of Strategic (Estate, Tax, Insurance, etc.) Fundamental: solid problem solving, EOS and technology skills REQUIREMENTS: Bachelor's degree (preferably in business, accounting, finance, economics, education, or related experience) Possesses a Series 65 license (or be able to obtain within 6 months of hire) Experience in financial services industry (preferred but not required…several of our best teammates changed careers!) Continuously exhibits personal integrity and professional initiative. Reliable, follows through on commitments, does not shrink from new challenges. Possesses a passion to help new and existing clients. Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software; previous experience with Salesforce and/or Orion preferred. Must be organized, detail-oriented and able to multitask. Demonstrates a commitment to accuracy by delivering high quality work. Excellent written and verbal communication. Collaborative and able to work effectively with others. Flexible team player who is highly adaptable to change and open to new ideas. Demonstrated ability to work successfully in an entrepreneurial, small company environment. Desire to enroll in CFP program. In addition to working with a team of highly competent professionals in a growing firm, benefits include: Opportunity to make an impact on client's lifelong financial goals. Supportive leadership team dedicated to our culture of learning and professional development. Career mapping and mentorship Opportunity to grow personally and professionally Competitive salary and health benefits 401K Paid time off BASE SALARY RANGE: $58,000 - $70,000 plus performance-based compensation Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies * Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions * Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth * Understands and accesses the full breadth of resources across the bank to benefit clients or prospects * Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor * Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We'll help you: * Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! * Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. * Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. * Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to: * A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. * Marketing strategies to reach wider audiences with greater appeal. * Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. * Potential Opportunities for professional growth. * Leadership opportunities, including leading client and conference seminars We're a culture that: * Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. * Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. * Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. * Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. * Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses * Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded * Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services * Self-starter who efficiently manages time and capacity * Sets and accomplishes goals, achieving whatever you put your mind to * Builds and nurtures strong relationships * Collaborates effectively with others to get things done * Communicates effectively and confidently and is comfortable engaging all clients * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment * Likes to learn, adapts to new information and seeks the right solutions for clients * Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: * Proven ability to partner and promote lead generation * Experience balancing investment management, sales activities, and new client development * Strong computer skills and the ability to multitask in a demanding environment * Bachelor's degree, preferably in business-related field * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) * Obtained insurance licenses Skills: * Account Management * Client Investments Management * Client Management * Client Solutions Advisory * Relationship Building * Advisory * Business Development * Fraud Management * Pipeline Management * Portfolio Management * Client Experience Branding * Issue Management * Prospecting * Referral Identification * Sales Performance Management Shift: 1st shift (United States of America) Hours Per Week: 40

Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include * Focus on clients: Aspire to deliver world-class customer service * Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience * Build book of business: Proactively seek ways to develop and expand client relationships * Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals * Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials * Active Series 7, 66 (65 and 63), and life insurance licenses * Established track record of top-ranked sales performance * Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales * Able to adapt quickly to changing requirements or environments Hours and Work Schedule * Hours per Week: 40 * Work Schedule: Varies Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. 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), provides equal employment and advancement opportunities to all applicants for employment and colleagues 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, transgendered and transitioning individuals, 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 colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders. 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. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability Equality Index Best Places to Work for People with Disabilities Fair360 Top Regional Company FORTUNE's World's Most Admired Companies Human Rights Campaign Corporate Equality Index 100 Award Military Friendly Employer Age-Friendly Institute's Certified Age-Friendly Employer Bloomberg Gender Equality Index, Standout Forbes America's Best Large Employers

Job Description Salaried Financial Professional- Premier Team (Remote) ( 240000NE ) **Primary Location** : UNITED STATES-Remote **Description** At Equitable, our power is in our people. At Equitable, we're individuals from different cultures and backgrounds with a variety of skills and interests. Our differences make us stronger as a team. That's the power of our Equitable community, and one of the many reasons we were recognized as: • 2022 Best Places to Work for Disability Inclusion by the Disability Equity Index • 2022 Best Places to Work for LGBTQ+ Equality by the Corporate Equality Index • And certified as a “Great Place to Work” Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable, you can get more of what you expect out of your career. We promote an open working environment with opportunities to innovate, collaborate, and challenge yourself through empowering jobs and learning opportunities. Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity. **Key Job Responsibilities** • A Financial Professional will establish relationships with clients by delivering value through: • Proactively contacting our clients via phone, email, and chat • Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs • Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions • Identifying new opportunities in partnership with the client • Assisting the client in initiating or completing transactions as appropriate The base salary for this position is $47,500. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: **Qualifications** **Required Qualifications** **•** Bachelor's degree or equivalent relevant industry experience • FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses • 6-8 years of sales experience **Preferred Qualifications** • Prior customer service experience • Previous sales, counseling, or entrepreneurial experience **Skills** **Cross-Selling:** Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales. **Effective Communications:** Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. **Sales Proposals and Presentations:** Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs. **Sales Scoping and Qualification:** Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization. **Diversity, Equity and Inclusion:** Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change. #LI-Remote **ABOUT EQUITABLE** At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.

Because this role involves a combination of collaborative/in-person and independent work, it will take the form of a **hybrid work format**, with time **onsite and remote**. Because of the in-office requirements for this role, the selected individual must either **currently reside in**, or be **willing to relocate** to, the following metro areas where we have offices: **Nashua, NH; Reston, VA; Wayne, NJ; Greenlawn, NY; Ft. Wayne, IN; Endicott, NY; Cedar Rapids, IA; Austin, TX**. Relocation assistance is not available for this particular opportunity. Join a dynamic team that provides mission critical capabilities across a diverse portfolio of customers. This is an opportunity to act as a trusted business partner for one of the leading companies providing innovative solutions in defense electronics. This position offers a motivated professional a unique chance to work across a broad range of International Trade Compliance activities that supports the enterprise within BAE Systems' Electronic Solutions Business Sector. As an **International Trade Compliance Import/Export Analyst**, you will work with customers to shape and close international business opportunities in concert with internal objectives. Job function includes: * Individual must have a strong knowledge of the current Department of State International Traffic in Arms Regulations (ITAR), and Department of Commerce Export Administration Regulations (EAR). Familiar with multiple categories within ITAR and EAR, along with “500” and “600” series. Individual will be responsible for administration of ITAR and EAR license applications and agreements, exemptions, and exceptions. Coordinate Export and Imports shipments in accordance with BAE Systems policy and U.S. Government export regulations and laws. * Prepares, submits and administers export license applications, technical assistance agreements, and other authorizations. Ensures compliance with approved authorizations. * Coordinates with program personnel to obtain export/import application information, review provisos/riders on licenses and agreements to ensure business and customer requirements can be met by the license or agreement. * Approves foreign travel and foreign visitors. * Participates in the investigation of any aspect of proposed export, temporary export, or temporary import by the Company to verify the legality of any transactions and the accuracy of the information. * Participates in the development and presentation of export related training materials. * Provides BAE Systems and/or government agencies with any required assistance or information needed during the review of license application. * Maintains export related record keeping functions for the Company as required by law. * Participates in conducting internal compliance audits on a periodic basis. * Maintains export licensing records in OCR EASE and/or other databases used for storing and tracking BAE Systems export licensing history and other reviews/approvals. When requested, prepares and distributes periodic reports on licensing status for use by Company personnel. * Applicant must be detail oriented, have good writing skills, and have good organization/communication skills. * Position to include air travel to various export conferences and required training. Please note that pursuant to a government contract, this specific position requires US citizenship status. **Required Education, Experience, & Skills** * Four year experience in related field, Bachelors Degree in related field with 2 years of related experience, or Masters Degree * Applicant must be detail oriented, have good writing skills, and have good organization/communication skills **Preferred Education, Experience, & Skills** * Experience with ITAR/EAR * Experience with OCR, EASE, Global Trade Management Software * Working knowledge of Microsoft Office to include Microsoft Outlook, Word, and Excel **Pay Information** Full-Time Salary Range: $64130 - $109010 Please note: This range is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Employee Benefits: At BAE Systems, we support our employees in all aspects of their life, including their health and financial well-being. Regular employees scheduled to work 20+ hours per week are offered: health, dental, and vision insurance; health savings accounts; a 401(k) savings plan; disability coverage; and life and accident insurance. We also have an employee assistance program, a legal plan, and other perks including discounts on things like home, auto, and pet insurance. Our leave programs include paid time off, paid holidays, as well as other types of leave, including paid parental, military, bereavement, and any applicable federal and state sick leave. Employees may participate in the company recognition program to receive monetary or non-monetary recognition awards. Other incentives may be available based on position level and/or job specifics. **About BAE Systems Electronic Systems** BAE Systems, Inc. is the U.S. subsidiary of BAE Systems plc, an international defense, aerospace and security company which delivers a full range of products and services for air, land and naval forces, as well as advanced electronics, security, information technology solutions and customer support services. Improving the future and protecting lives is an ambitious mission, but it's what we do at BAE Systems. Working here means using your passion and ingenuity where it counts - defending national security with breakthrough technology, superior products, and intelligence solutions. As you develop the latest technology and defend national security, you will continually hone your skills on a team-making a big impact on a global scale. At BAE Systems, you'll find a rewarding career that truly makes a difference. Electronic Systems (ES) is the global innovator behind BAE Systems' game-changing defense and commercial electronics. Exploiting every electron, we push the limits of what is possible, giving our customers the edge and our employees opportunities to change the world. Our products and capabilities can be found everywhere - from the depths of the ocean to the far reaches of space. At our core are more than 14,000 highly talented Electronic Systems employees with the brightest minds in the industry, we make an impact - for our customers and the communities we serve. Our Commitment to Diversity, Equity, and Inclusion: At BAE Systems, we work hard every day to nurture an inclusive culture where employees are valued and feel like they belong. We are conscious of the need for all employees to see themselves reflected at every level of the company and know that in order to unlock the full potential of our workforce, everyone must feel confident being their best, most sincere self and be equipped to thrive. We provide impactful professional development experiences to our employees and invest in social impact partnerships to uplift communities and drive purposeful change. Here you will find significant opportunities to do meaningful work in an environment intentionally designed to be one where you will learn, grow and belong. Location Falls Church, Virginia, United States Location Hudson, New Hampshire, United States Location Hudson, New Hampshire, United States

Syracuse University Job Title Senior Budget Analyst Location Syracuse, NY Pay Determination Pay rates at Syracuse University are based on a combination of factors including, but not limited to, the job responsibilities; the candidate's education, training, work experience and key competencies; the university's strategic priorities; internal peer equity; applicable federal, state, local laws, grant funding and contractual requisites; and external market analyses. Job Description The Office of Budget and Planning seeks a Senior Budget Analyst of Budget and Planning. The Senior Budget Analyst of Budget and Planning is primarily responsible for providing comprehensive financial and budgetary analysis, regular monitoring, and forecasting of financial performance, and ensuring adherence to University policies and procedures. The Office of Budget and Planning provides budgetary and fiscal management leadership supporting the effective deployment of financial resources in alignment with the University's mission and strategic objectives. This position will support departmental goals and objectives through effective collaboration and constructive partnership with colleagues and campus stakeholders. Responsibilities include being a key business partner in support of annual budget preparation, year-end estimated finals, and 10-year long-range planning of University resources. By direct involvement this position serves as a contact for University responsibility centers and support units on matters pertaining to their respective budgets, and applicable budgeting policies and procedures. Education and Experience * Bachelors degree preferably in Finance, Accounting, Business, or related field. * Five (5) plus years of professional experience with similar functional responsibilities or a combination of experience and relevant education. * Experience in higher education is preferred. Skills and Knowledge * Must work collaboratively and cooperatively with University personnel at all levels. * Ability to respond flexibly and positively in all circumstances, working calmly under pressure. * Ability to exercise good judgment and discretion regarding sensitive and confidential information. * Excellent communication skills, both verbal and in written; proven ability to communicate complex information to a diverse audience in an understandable manner. * Exceptional organizational skills with the ability to work independently, prioritizing workload under pressure of competing assignments and converging deadlines. * Strong attention to detail with a high degree of accuracy. * Advanced understanding of financial principles., including review and analysis of complex financial information. * Strong analytical, mathematical, and problem-solving skills. * Excellent computer skills including knowledge of and proficiency in Adobe and Microsoft Office Suite applications: Word, Excel, and PowerPoint. * Extensive use and understanding of Hyperion Planning, Essbase and Tableau preferred. * Build and maintain business partnerships to support University departments. * Willingness to learn new software applications as necessary. Responsibilities * Budgeting and Planning: Develop and maintain current fiscal year budget and 10 year budget plan. * Make updates based on new performance information or unit decision making. * Proactively monitor budgets, analyze variances, and update monthly estimated finals. * Provide explanations of variances, including underlying drivers. * When necessary, work with units to remediate possible budget deficits. * Provide constructive challenge to unit's budget assumptions when appropriate. * Ensure compliance with Syracuse University policies, procedures, and overall strategic plan. * Lead and/or participate in initiatives to improve University budgeting policies/models, reporting, procedures, systems, and tools. * Provide support to Syracuse University units to help facilitate departmental restructuring, business cases for major investments, and integration of new acquisitions. * Identify and analyze financial, operational, and external data to highlight key performance drivers, opportunities, and risks. * Communicate report insights clearly and concisely, both written and verbally. * Ensure information is provided in a timely matter and with a high degree of accuracy. * Make improvements to the efficiency and effectiveness of reporting. * Provide advisement and support to Office of Budget and Planning colleagues. * Actively participate in team meetings. Assist with additional responsibilities during times of need. * Develop comprehensive knowledge of Syracuse University unit's financials, operations, strategy, and competitive situation. * Partner with unit leadership and ensure the effective use of resources and alignment with the unit's long-term strategic goals. * Communicate regularly with unit leadership to review budgets and YTD performance. * Develop and maintain complex integrated financial models for forecasting and analysis. * Build scenario analysis models to aid in financially responsible decision making or to quantify the impact of new policies or initiatives. * Provide counsel and suggestions on how to best utilize University financial systems. * Effectively communicate budget directives, University decisions, or changes in policy. Physical Requirements Not Applicable About Syracuse University Syracuse University is a private, international research university with distinctive academics, diversely unique offerings, and an undeniable spirit. Located in the geographic heart of New York State, with a global footprint, and over 150 years of history, Syracuse University offers a quintessential college experience. The scope of Syracuse University is a testament to its strengths: a pioneering history dating back to 1870; a choice of more than 200 majors, 100 minors, and 200 advanced degree programs offered across the University's 13 schools and colleges; over 15,000 undergraduates and over 6,000 graduate students; more than a quarter of a million alumni in 160 countries; and a student population from all 50 U.S. states and 123 countries. For more information, please visit ************************ Commitment to a Diverse and Inclusive Campus Community Syracuse University maintains an inclusive learning environment in which students, faculty, administrators, staff, curriculum, social activities, governance, and all other aspects of campus life reflect a diverse, multi-cultural, and international worldview. The University community recognizes and values the many similarities and differences among individuals and groups. At Syracuse, we are committed to preparing students to understand, live among, appreciate, and work in an inherently diverse country and world made up of people with different ethnic and racial backgrounds, military backgrounds, religious beliefs, socio-economic status, cultural traditions, abilities, sexual orientations and gender identities. To do so, we commit ourselves to promoting a community that celebrates and models the principles of diversity and inclusivity. * sujobopps.com (Syracuse University Online Employment website) * Syracuse University HR Recruiter * Virtual Career Fair (via NYS Department of Labor) * SUNY EOC (Equal Opportunity Center) * Women's Opportunity Center * Jubilee Homes * Syracuse Northeast Community Center * Interfaith Works * JobPlus * Syracuse.com * Chronicle of Higher Education * HigherEdJobs.com * HERC (HERC Higher Ed Recruitment Consortium) * InsideHigherEd.com * Indeed.com * DiverseEducation.com (Diverse Issues in Higher Education website) * LinkedIn Job Posting * Facebook * Job Fair * Search Firm * Referred by an SU Employee * Other

Department Education-Dean Job Title Budget Analyst Location Syracuse, NY Pay Determination Pay rates at Syracuse University are based on a combination of factors including, but not limited to, the job responsibilities; the candidate's education, training, work experience and key competencies; the university's strategic priorities; internal peer equity; applicable federal, state, local laws, grant funding and contractual requisites; and external market analyses. Job Description This position provides support to the Director of Budget and Administration, the Center on Disability and Inclusion, and faculty PIs by providing financial management services including grant budget monitoring, transaction approving, and preparing financial and program reports. The increased portfolio of the Center on Disability and Inclusion (including InclusiveU) along with additional grants and tuition & fee revenue streams leveraged through that program makes increasing budget analysis capacity imperative. Education and Experience * Bachelor's degree in accounting, finance, or a related field required. * Three (3+) plus years of experience working in higher education or in a large, complex organization. * Grants management experience highly desirable. Skills and Knowledge * Strong organizational, analytical and problem-solving skills with the ability to work independently, prioritize responsibilities, and maintain flexibility while meeting deadlines with attention to detail and a high degree of accuracy. * Able to work collaboratively with others, while maintaining independence. * Ability to communicate complex information to a diverse audience in meaningful and understandable terms. * Excellent analytical skills with an extensive knowledge of spreadsheet applications. * Ability to handle sensitive, confidential information and exercise independent judgement often in a deadline driven environment. Responsibilities * Independently analyze and coordinate revenues and expenditures for Center including external grants, gifts and endowments, and tuition and fees. * Manage day-to-day Center financial operations, processes, and procedures. * Monitor accuracy on financial transactions for all payments and revenues. * Resolve issues discovered during review and reconciliation of accounts. * Provide support, including the preparation of monthly financial analysis detail and summaries, ongoing communication with Center directors regarding respective financial/budgetary operations. * Utilizing all available financial tools, analyze, review, and forecast budget, revenue, and expenditure activity; compile financial reports by assembling and reconciling expenditure data. * Make recommendations regarding expenditures and strategic utilization of various sources of funding including gift monies, fee revenues, endowment resources, etc. * Coordinate with the registrar, bursar, financial aid office, and state Medicaid Waiver funding mechanisms such as disability support agencies and fiscal intermediaries on behalf of the School of Education and InclusiveU students. * Financial reporting for sponsored activities. Download data from the Peoplesoft system to analyze, review and forecast budget, revenue, and expenditure activity; compile financial reports by assembling and reconciling expenditure data for assigned projects. * Use well-developed analytical skills to manage and/or recommend department expenditure and reconciliation activities. * Approve financial expenditures, including journal entries, IDs, purchase requisitions, travel vouchers, employee reimbursement expenses, and ePro orders. * Prepare, update, and maintain budgets and long-range planning for assigned projects. Physical Requirements * About Syracuse University Syracuse University is a private, international research university with distinctive academics, diversely unique offerings, and an undeniable spirit. Located in the geographic heart of New York State, with a global footprint, and over 150 years of history, Syracuse University offers a quintessential college experience. The scope of Syracuse University is a testament to its strengths: a pioneering history dating back to 1870; a choice of more than 200 majors, 100 minors, and 200 advanced degree programs offered across the University's 13 schools and colleges; over 15,000 undergraduates and over 6,000 graduate students; more than a quarter of a million alumni in 160 countries; and a student population from all 50 U.S. states and 123 countries. For more information, please visit ************************ Commitment to a Diverse and Inclusive Campus Community Syracuse University maintains an inclusive learning environment in which students, faculty, administrators, staff, curriculum, social activities, governance, and all other aspects of campus life reflect a diverse, multi-cultural, and international worldview. The University community recognizes and values the many similarities and differences among individuals and groups. At Syracuse, we are committed to preparing students to understand, live among, appreciate, and work in an inherently diverse country and world made up of people with different ethnic and racial backgrounds, military backgrounds, religious beliefs, socio-economic status, cultural traditions, abilities, sexual orientations and gender identities. To do so, we commit ourselves to promoting a community that celebrates and models the principles of diversity and inclusivity. * sujobopps.com (Syracuse University Online Employment website) * Syracuse University HR Recruiter * Virtual Career Fair (via NYS Department of Labor) * SUNY EOC (Equal Opportunity Center) * Women's Opportunity Center * Jubilee Homes * Syracuse Northeast Community Center * Interfaith Works * JobPlus * Syracuse.com * Chronicle of Higher Education * HigherEdJobs.com * HERC (HERC Higher Ed Recruitment Consortium) * InsideHigherEd.com * Indeed.com * DiverseEducation.com (Diverse Issues in Higher Education website) * LinkedIn Job Posting * Facebook * Job Fair * Search Firm * Referred by an SU Employee * Other * (Open Ended Question) * (Open Ended Question)