Finance planner jobs in Utica, NY - 100 jobs

Guggenheim Securities (“Guggenheim”), the Investment Banking division of Guggenheim Partners, is seeking an Associate to join its Structured Products Origination (“SPO”) team. Structured Products is a core focus area at Guggenheim, and the firm is a market leader in providing its clients with a broad range of financing solutions using securitization technology applied to a variety of traditional and non-traditional asset classes, including franchise royalties, IP rights, digital infrastructure, oil & gas assets, PACE assessments, venture debt, tax liens and others. Guggenheim ranks as the #1 underwriter of non-traditional asset-backed securities and has raised over $145 billion across 335+ transactions executed since 2014. Guggenheim and transactions we have led have routinely been selected for industry awards, including 2022 “Financial Deal of the Year” and 2020 “Financial Deal of the Year” by S&P Global Platts Global Energy Awards, 2022 “Esoteric ABS Deal of the Year” (Greenworks C-PACE 2021-1), 2021 “Esoteric ABS Bank of the Year”, 2020 “Best Securitization Bank of the Year”, 2019 “Most Innovative Securitization Bank of the Year”, and 2018 “Esoteric ABS Bank of the Year”, each by GlobalCapital. Our Associates play an integral role in evolving and enhancing our client relationships and are active participants in client management and throughout the life of each transaction. Our Associates benefit tremendously from the experience and partnership they have with our senior bankers and we pride ourselves on the dedication we give to cultivating and developing our junior and mid-level bankers. We have a long-term view and support our bankers as they develop their managerial, marketing, sales, analytical, presentation, and communication skills throughout their careers. Essential Job Functions Work directly with the group's senior professionals in all aspects of SPO transactions across a variety of asset classes, with a particular focus on non-traditional, new and emerging asset classes and issuers Perform portfolio and historical data analysis for various types of assets Prepare marketing presentations, term sheets and rating agency materials Develop securitization cash flow models for various types of assets and historical data analysis for various types of assets Tie out cash flow models and collateral characteristics with accountants and other parties Review and comment on transaction documentation Conduct market research and industry review projects for new asset classes Preferred Qualifications Current position as an Associate or completion of an Analyst program in a securitization or related group at a major financial institution Experience with cash flow modeling of ABS, CLO or other types of securitized products required Strong quantitative skills; Microsoft Excel modeling experience required, familiarity with VBA preferred Familiarity with legal documents a plus Detail-oriented, organized, with initiative and ability to multitask and work as part of a team Excellent written and verbal communication skills Resourcefulness, intellectual curiosity and enthusiasm Basic Qualifications Requires a minimum of a Bachelor's degree IB Analyst promotes to Associate or MBA hires with 1-2 years of relevant experience Core modeling and valuation experience in professional setting SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment Work Location Currently, this role is expected to be in the New York office at least 4 days per week. Salary Annual base salary between $175,000 and $225,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

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 Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment 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.

The Associate in KeyBanc Capital Markets' (KBCM) actively work with industry bankers and product groups in cross-functional teams originating and executing a wide variety of advisory and public/private capital mandates. Associates act as the primary day-to-day contact for execution support, including; financial statement analysis and model development, valuation analysis, industry research, and the preparation of various presentations and documents including information memorandums, management presentations, industry white papers, etc. Associates play a central role coordinating the activities of all team members. Primary responsibilities include supporting senior bankers in developing junior analysts and helping with special projects to further develop the practice. An Associate in KBCM enjoys a unique developmental opportunity as junior bankers have the opportunity for far greater responsibility and recognition than at other investment banks. Responsibilities Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Qualifications 3+ years of relevant experience in investment banking Experience in managing and training junior investment bankers Strong educational background with a Bachelors Excellent business writing and financial analysis skills Proven ability to work well in a fast-paced team environment Outstanding work ethic Must be willing to travel when necessary Series 79 and 63 licenses preferred COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $123,000.00 - $257,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 03/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid

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

Job Title: Investment Banking & Capital Markets (IBCM) - Banker Associate - Healthcare Corporate Title: Associate Our Investment Banking & Capital Markets (IBCM) business provides the full range of investment banking products and services for large-cap and mid-cap corporates and financial sponsors. Our offering consists of comprehensive financial advisory and capital raising services - including mergers & acquisitions (M&A) and restructuring advice, underpinned by one of the world's largest and most successful debt and equity capital markets platforms. Our range of services and strong presence across the globe enables us to complete large, multi-dimensional cross-border, and regional transactions. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration. Generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You'll Do Support execution of live transactions for the Healthcare coverage team, including preparation of detailed memoranda and presentations, and analyzing the key attributes of client companies Apply financial, economic, quantitative, and qualitative methods and principles to evaluate and execute acquisitions, financings, and equity raising transactions Develop and apply advanced financial analyses and models Liaise with internal teams and external partners on transactions as necessary Skills You'll Need Experience providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings), in the Healthcare sector Strong financial modelling skills Bachelor's degree. Advanced degree preferred Clear and concise written and verbal communication skills Series 79, 63 licensing preferred Skills That Will Help You Excel Performing detailed financial modeling and valuation analyses on public and private companies Performing in-depth company and industry research to support live deal execution and pitches Expectations It is the Bank's expectation that employees hired into this role will work in office at One Columbus Circle, New York, NY. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $150,000 - $225,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration. Deutsche Bank Values & Diversity We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts. We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision Learn more about your life at DB through the eyes of our current employees: *************************** The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************. We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

Job Description New York Life empowers you to steer your career path, offering the support of a top-tier Fortune 100 company renowned in the financial services sector. As the number one mutual life insurance company in the US with the highest financial strength ratings, New York Life equips you with an array of products to cater to the clients' financial and protection needs, including life insurance, annuities, and investment products through NYLIFE Securities LLC. Enjoy the freedom to operate your practice from over 100 national offices or a detached location, marketing under the New York Life brand or your own career name with a DBA, as well as the ability to partially work remotely. New York Life invests in your growth with dedicated product and developmental support teams, leading industry learning platforms, and opportunities for specialization in areas like Retirement Planning and Business Planning. Drive your income with commission-based compensation, with top agents earning significant incomes. Benefits for full-time agents include medical, dental, vision, retirement plans, Roth 401(k), etc. New York Life has been safeguarding families and helping clients achieve their financial objectives for over 180 years as a mutual company accountable to policyholders, embracing a protection-first model of business. New York Life operates from the concept of Agape or "love put into action," seeking to truly serve clients and their families. Recognized for financial strength and commitment to diversity, New York Life is an Equal Opportunity Employer dedicated to providing value and protection to millions of lives. Please be aware that while this position utilizes a hybrid model, three days a week are IN OFFICE, in NY, and this is not a remote position. Compensation: $117,359 average yearly minimum Responsibilities: Guide clients in understanding their financial goals and developing personalized strategies to achieve them. Build and maintain strong relationships with clients, ensuring their evolving needs are met with tailored solutions. Collaborate with our dedicated product and development support teams to stay informed on the latest financial products and services. Conduct comprehensive financial assessments to identify opportunities for growth and protection for clients. Educate clients on the benefits of life insurance, annuities, and investment products, empowering them to make informed decisions. Leverage New York Life's extensive resources and training to specialize in areas such as Retirement Planning and Business Planning. Drive your practice's growth by actively seeking new clients and expanding your professional network within the community and beyond. Qualifications: Must have one of the following: Executive or management experience Business-minded background or experience MBA or equivalent master's degree Previous insurance industry experience Working knowledge of cultural markets is helpful Experience working in sales is required Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional Hold a variety of FINRA licenses Previously owned a business Multilingual About Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We'll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: Expert training Supportive management Extensive sales and marketing support Backed by over 175 years of experience

Nick Corieri with Robert Half is seeking an experienced Financial Advisor to join a client in Utica, New York. Whether you are newly licensed or have many years of expertise, this role offers a unique opportunity to grow professionally within a supportive environment. This firm provides excellent benefits along with the potential to have a short timeline into partial ownership of the business. Responsibilities: - Provide personalized financial planning services tailored to client needs and goals. - Offer expert guidance on investment strategies and portfolio management. - Build and maintain strong relationships with clients to ensure long-term financial success. - Conduct thorough financial reviews and assessments to identify opportunities for improvement. - Stay updated on market trends and regulatory changes to deliver informed advice. - Collaborate with team members to develop innovative financial solutions. - Assist clients in understanding complex financial concepts and decisions. - Ensure compliance with all industry regulations and standards. - Identify and pursue opportunities to expand the firm's client base. - Support succession planning initiatives, including potential ownership transitions. For immediate consideration, apply to this job posting today and contact Nick Corieri from the Syracuse branch of Robert Half. Requirements - Minimum of 2 years of experience in financial planning or advisory services. - Hold a Series 65 license or equivalent certification. - Strong knowledge of financial consulting strategies and tools. - Proven ability to provide effective financial counseling to diverse clients. - Excellent communication and interpersonal skills. - Familiarity with regulatory requirements and industry standards. - Ability to work collaboratively in a team-oriented environment. - Commitment to delivering exceptional client service. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you. Allstate Careers Learn more about Allstate United States. Learn more about Allstate Northern Ireland. Learn more about Allstate India Private Limited. For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.

We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client requests, and ensuring client records are up to date and accurate. The candidate must love to interact with clients. This is a supportive team environment which promotes personal career growth. Drawing on previous experience in a financial services firm, or upon a degree/diploma within Financial Management or Business Administration, you must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. **Essential Duties and Responsibilities** + Foster and support client relationships by liaising with clients, responding to requests and proactively problem solving + Support clients' general day-to-day administrative and trade requests in a timely and confidential manner + Be responsible for and support the team with paperwork, manage back-office correspondence, and handle the account opening process for new clients + Ensure all paperwork is completed correctly and in adherence with regulatory requirements; + Support the branch's growth of the overall business + Be responsible for all cash management and money movement within practice + Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content + Enter trades as requested + Process and follow up on security transactions and transfers + Handle incoming and outgoing phone calls with clients + Foster and support client relationships + Schedule appointments, meeting preparation and follow-up + Be willing to grow and take courses as required for regulatory purposes + Other duties as assigned **Knowledge of** + Economic and accounting principles and practices. + Financial markets, banking, and financial data analysis and reporting. + Basic principles and methods for showing, promoting, and selling products or services. + Firm's working structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating standard office equipment and using required software applications, such as Microsoft Suite, to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Preparing and delivering clear, effective, and professional presentations. + Identifying the needs of customers through effective questioning and listening techniques. + Organization with meticulous attention to detail + Social media platforms **Ability to** + Prioritize, multitask, work within time constraints and follow-up + Work within deadlines in a high-volume, pressure-oriented environment + Manage multiple deadlines and tasks + Work independently with minimal direction + Work in a team environment and demonstrate a professional and friendly manner + Display flexibility and willingness to assist others as required. **Education/Previous Experience** + Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales and relationship management (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and Series 66 or the ability to obtain them within four (4) months from the start date. + Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start date. _The Plattsburgh Raymond James office_ _and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._

Investment Controllership Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity As an Investment Performance and Analytics Associate in the Controllers Organization of Corporate Finance you will join us as we continue our progress towards becoming best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As an Accounting Associate in our Investment Accounting area, you will be a key contributor on the team that manages and executes investment accounting and analysis, including oversight of financial reporting outcomes of all MassMutual investment products. You will thrive in a highly dynamic and agile accounting environment, where we are focused on both execution and improvement of outcomes. If you want to continue your career as a part of a diverse team of highly motivated professionals who are focused on driving process improvement, meaningful analysis and control execution for insurance accounting activities, this role is for you! We look forward to returning to the office in a hybrid structure to maximize collaboration and flexibility, blending time working remotely and in the office, at either our Boston, MA or Springfield, MA locations. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team has high business acumen and is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. We strive to continuously improve by working together as team to make each other and our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. The Impact: As an Investment Performance and Data Analytics Associate in our Investments Accounting area, you will help in the accurate, timely completion of monthly, quarterly and annual accounting close cycles for complex investment accounting by effectively planning, monitoring, and problem solving. You will contribute to the completion of the investment accounting of financial transactions ensuring accuracy and compliance with accounting regulations. This includes working with big data, visualization, analytics, presentation and oversight of yield and performance across all asset types including, fixed income, alternative investment and subsidiaries. Your daily/monthly responsibilities will include, but are not limited to the following: Develops comprehensive data analysis and expectation of investment return and performance by major and minor assets type and perform flux analysis and provide insight into to variance. Analyze trends and results, use strong business acumen and communication skills collaborating with peers and the financial reporting team to draft and contribute to commentary which enables readers to quickly understand how performance is impacting financial results. Supports the Controller & Financial reporting team in providing accounting information such as financial statements, footnote schedules, regulatory reports and other management reports. Effectively collaborates with accounting policy, the chief Investment office, tax, financial reporting capital management and business unit controllers. Lead the research and implementation of new GAAP investment accounting requirements and determines the accounting process for new investments and investment related transactions. Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team. Initiates and/or leads increasingly complex projects and continuous improvement activities that may span beyond the scope of the team's responsibilities. Responsible for leading problem solving to improve quality, close cycle times, increase efficiencies, improve employee engagement and customer satisfaction. The Minimum Qualifications Bachelor's degree or equivalent experience 4+ years of data analytics, performance measurement, accounting or financial reporting experience in Assets Management or Financial Services industry The Ideal Qualifications Prior exposure to investment accounting, subsidiary ledger processing and related investment matters a plus! CPA or CFA progress towards preferred Experience working on big data, logical analytics and ratio analysis and presentation in identifying internal control issues and remediation efforts. Preferred experience working with and supporting several corporate units. Preferred experience working in a Lean Six Sigma environment with strong root cause problem solving experience. Ability to partner with and influence business leaders and peers in investment process resign and improvements. Experience using investment data and information to analyze and communicate the implications of investment accounting and ERP tools (SAP, Hyperion, NetSuite, etc.). Intellectual curiosity to continue learning and adding breadth and depth to understanding. What to Expect as Part of MassMutual and the Team Regular meetings with the Investments Accounting Team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms. Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. #LI-CR37 Salary Range: $99,800-$131,000 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

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 Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment 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

Job Description 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. 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. 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) 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: $52,000 - $71,500 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.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Canandaigua National Bank What does a Financial/Wealth Advisor do? A Financial Advisor at Canandaigua National Bank is responsible for providing comprehensive financial planning and advice to help individuals and families pursue their financial goals. You will work one-on-one with clients to develop individually tailored financial plans comprised of personalized investment products and services. In this role, you will provide ongoing assistance through service that help clients accumulate wealth and safeguard their assets. Meet with clients to develop an investment and risk profile requisite for sales of non-bank products. Provide investment advisory services through the use of client profiles and financial plans to identify customer's needs. Recommends products and services that best meet those needs. Maximizes growth and retention of retail-based customers through the development of unique customer treatments. Jointly establishes annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with Wealth Management's annual operating plan. Offers modularized financial planning services, as well as valuable education and advice through seminar design. Ensure necessary administration work is completed for all transactions such as paperwork to open brokerage and advisory accounts as well as processing buy and sell orders of securities held by clients of the bank. Works to resolve product or service issues for new and existing clients to ensure customer satisfaction. Develops and/or expands customer/bank relationship for existing book of business by cross-selling additional assigned products and services through in-person meetings, written correspondence, and external sales calls. Promotes cross departmental synergy by providing information and referrals to customer seeking other services, i.e. commercial, trust, and mortgage. Ensures development of successful internal relationships with branches and staff within assigned region by providing continuous education and advice for all Financial Advisor services. Assists with coaching to help staff identify qualified referrals. Attends business calls with Branch Managers and Lending Officers. Attends all required continuing education classes as well as other assigned training sessions. Achieves goals assigned to the Financial Advisor as part of Wealth Management's annual operating plan. What is needed to be successful in this role? A B.S. or B.S. degree or equivalent combination of education and work experience required Specialized financial advisory and/or investment education and training. Life Accident & Health Insurance License, FINRA Series 7 and 66 OR FINRA Series 7, 63 and 65 licenses required. Master of Business Administration or higher education, Chartered Financial Analyst, Certified Financial Planner, Chartered Mutual Fund Counselor or similar further education preferred. A minimum of five (5) years' experience in related positions normally required. What makes working at Canandaigua National Bank different? Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly , feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. Our culture nurtures passionate employees and offers great rewards including: Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners. Paid holidays, vacation, and sick time. Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP). Training & development opportunities. Tuition assistance. Community focused volunteer opportunities. Award winning wellness program that promotes a solid work/life balance. Banking perks and discount programs. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture. Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today! Compensation range - $82,500 - $102,000The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. * Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. * Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. * Have the flexibility to control your schedule, allowing for work-life balance. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: * Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and accidental death and dismemberment insurance. * Pension, 401(k) and retiree medical plans. * Ongoing support, training and opportunity for professional growth as you build your business. * Well-being programs to help you manage your physical, emotional and financial health. * Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. * Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Apply LEAD FINANCIAL MANAGEMENT ANALYST Department of Defense Defense Finance and Accounting Service DFAS - RESOURCE MANAGEMENT Apply Print Share * * * * Save * This job is open to * Requirements * How you will be evaluated * Required documents * How to apply Summary This job announcement uses the USA Hire Assessment to evaluate applicants. For more information, visit USA Hire Assessment. The General Schedule (GS) basic pay schedule may vary by geographic locality. To view pay rates in a specific location visit the Office of Personnel Management pay tables at ******************************************************************* Summary This job announcement uses the USA Hire Assessment to evaluate applicants. For more information, visit USA Hire Assessment. The General Schedule (GS) basic pay schedule may vary by geographic locality. To view pay rates in a specific location visit the Office of Personnel Management pay tables at ******************************************************************* Overview Help Accepting applications Open & closing dates 01/15/2026 to 01/29/2026 Salary $106,437 to - $144,481 per year Pay scale & grade GS 13 Locations 1 vacancy in the following locations: Indianapolis, IN Limestone, ME Rome, NY Cleveland, OH Show morefewer locations (1) Whitehall, OH Remote job No Telework eligible No Travel Required Occasional travel - You may be expected to travel for this position. Relocation expenses reimbursed No Appointment type Permanent Work schedule Full-time Service Competitive Promotion potential None Job family (Series) * 0501 Financial Administration And Program Supervisory status No Security clearance Other Drug test No Position sensitivity and risk Noncritical-Sensitive (NCS)/Moderate Risk Trust determination process * National security Financial disclosure No Bargaining unit status Yes Announcement number ML-12861815-26 Control number 854577400 This job is open to Help Internal to an agency Current federal employees of the hiring agency that posted the job announcement. Clarification from the agency This announcement is open to current, permanent DFAS employees in the competitive service and current DFAS VRA employees and eligible DoD PPP Military Spouse preference applicants. Duties Help * Participates in the work of the team, coaches and facilitates the selection and application of problem solving techniques or work methods, and assists the team in identifying solutions and priorities to accomplish the work. * Monitors and reports on the status and progress of work; checks work in progress and upon completion for quality, adherence to instructions, and to ensure objectives are met. * Represents the team in dealings with the supervisor in obtaining supplies, needed information, or decisions on work problems or issues that arise. * Reports to the supervisor periodically on team and individual work accomplishments, problems, and progress in team building. * Guides team in assessing its strengths and weaknesses and in exploring alternatives and determining what improvements can be made. Requirements Help Conditions of employment * Must be a U.S Citizen or National * This national security position, which may require access to classified information, requires a favorable suitability review and security clearance as a condition of employment. Failure to maintain security eligibility may result in termination. * Registered for Selective Service (males born after 12-31-1959) * Suitable for Federal employment * Time after Competitive Appointment: Candidates must have served 3 months after latest competitive appointment in the Federal service. * Time in Grade Requirement - see the Qualifications field below for more details. * Obtain/Maintain Financial Management Certification * New employees to the Defense Finance and Accounting Service will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov. Qualifications One year of specialized experience equivalent in level of difficulty and responsibility to that of the next lower grade (GS-12) within the federal service, which demonstrates the ability to perform the duties of the position, is required. Specialized experience is defined as: Strong attention to detail and problem-solving capabilities, including the ability to analyze and reconcile complex datasets and extract actionable insights to support strategic decision-making. Identifies problem areas and recommends actions/tasking to improve operations, correct deficiencies, and prevent recurrence or problems. Collaborates with senior leadership to define reporting needs and advance organizational efficiency initiatives. Time-in-Grade: Current or former federal employees who have held a GS position in the preceding 52 weeks, must meet the time in grade requirement. Applicant must have served 52 weeks as a GS-12 or higher grade in Federal Service. The effective date of your SF-50 must reflect that you will meet the 52-week time in grade requirement within 30 days of the announcement closing. You may qualify for consideration if meeting time-in grade, specialized experience, education requirement, 90 days after competitive appointment requirement, and all other qualification requirements within 30 calendar days after the closing date of the announcement, unless otherwise indicated on the announcement. Education Education is not substitutable for specialized experience at this grade level. This position requires you to obtain and maintain a Level 2 Certification under the DoD Financial Management (FM) Certification Program as a condition of employment. If you are selected, you will have to obtain this certification within two (2) years of your entry on duty in the position unless you are already in a position that requires a Level 2 Certification in which case you must complete the certification within the original 2-year period. Failure to become certified within the required time-frame may be grounds for removal from the position and/or from Federal service. Information about the DoD FM Certification Program is available at: ************************************************* As a condition of employment, you may be required to serve a during which we'll evaluate whether your continued employment advances the public interest. The evaluation will consider: your performance and conduct; the needs and interests of the agency; whether your continued employment advances agency or governmental goals; and whether your continued employment advances the efficiency of the Federal service. At the end of the probationary period, your employment will be terminated unless you receive certification that your continued employment advances the public interest. Additional information * Moving expenses will be paid. * The Tax Cuts and Jobs Act of 2017 makes certain reimbursements/payments taxable. For information on these changes and the Relocation Income Tax Allowance (RITA), for which some appointees are eligible, click here. * For positions where relocation is paid (see Location block of vacancy announcement), you can learn more about relocation allowances and entitlements. * Telework availability is limited and will only be provided on a rare case-by-case basis during situations where Agency Leadership has determined that telework serves a compelling DoD need. * We may use this announcement to make a temporary promotion. For some positions, the temporary promotion may be made permanent without further competition. * Selections are subject to restrictions resulting from the DoD Program for Stability of Civilian Employment. * We may use this announcement to fill additional vacancies within 120 days of the closing date. * This position is Exempt from the Fair Labor Standards Act. * Travel requirement is seldom (1-24%). * This position is covered by a bargaining unit. * Priority Placement Program (PPP) Military Spouse Preference (MSP) eligible candidates will receive priority consideration at the highest grade level for which they have applied and been determined best qualified up to and including the full performance level. * PPP Application Based Preference Eligibles (Military Reserve and National Guard technicians, Military Reserve and National Guard technicians receiving disability retirement, and Retained Grade employees) will receive priority consideration at the full performance level only. * Pay for first time hires to the Federal Government will typically be set at step 1 salary range for their respective grade level. * Retired Civil Service Employee: Employment of retired Federal employees receiving an annuity is subject to the requirements of the Department of Defense (DoD) policy guidance. (See DoD Instruction 1400.25, Volume 300, here. * The Security Designation will vary and dependent upon position and may require a secret clearance or higher. Employment in this position requires a background investigation which may delay starting date. If you are selected and cannot obtain a favorable security determination within a reasonable period of time due to disclosed/undisclosed background issues, the employment offer may be withdrawn. Individuals selected are required to obtain/maintain a favorable security determination to occupy a sensitive position within the agency as a condition of employment. Failure to maintain eligibility to occupy a sensitive position may result in termination. For more information see the security section of Understanding Vacancy Announcements. * Criminal History Inquiries- For some positions, criminal history inquiries may not take place before you receive a conditional job offer. Please see Fair Chance to Compete for Jobs Act of 2019 (dfas.mil) for more information on The Fair Chance to Compete Act, exceptions, and DFAS contact information. Expand Hide additional information Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. How you will be evaluated You will be evaluated for this job based on how well you meet the qualifications above. IMPORTANT NOTE - YOU MUST FOLLOW ALL APPLICATION INSTRUCTIONS CAREFULLY. ERRORS OR OMISSIONS MAY AFFECT YOUR RATING. You will be evaluated based on how well you meet the qualifications listed in this vacancy announcement. Your qualifications will be evaluated based on your application materials (e.g., resume, supporting documents), your responses on the application and your responses to all assessments required for this position. You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics): * Accountability * Arithmetic/Mathematical Reasoning * Attention to Detail * Customer Service * Decision Making * Flexibility * Integrity/Honesty * Interpersonal Skills * Learning * Reasoning * Self-Management * Stress Tolerance * Teamwork The USA Hire Assessment includes a cut score based on the minimum level of required proficiency in these critical general competencies. You must meet or exceed the cut score to be considered. You will not be considered for the position if you score below the cut score or fail to complete the assessment. Reasonable Accommodation (RA) Requests: If you believe you have a disability (i.e., physical or mental), covered by the Rehabilitation Act of 1973 as amended that would interfere with completing the USA Hire Competency Based Assessments, you will be granted the opportunity to request a RA in your online application. Requests for RA for the USA Hire Competency Based Assessments and appropriate supporting documentation for RA must be received prior to starting the USA Hire Competency Based Assessments. Decisions on requests for RA are made on a case-by-case basis. If you meet the minimum qualifications of the position, after notification of the adjudication of your request, you will receive an email invitation to complete the USA Hire Competency Based Assessments, based on your adjudication decision. You must complete all assessments within 48 hours of receiving the URL to access the USA Hire Competency Based Assessments, if you received the link after the close of the announcement. To determine if you need a RA, please review the Procedures for Requesting a Reasonable Accommodation for Online Assessments. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. Required documents Required Documents Help You must provide a complete Application Package which includes: 1. Resume: A two-page maximum resume is required. Applicant guidance on the two-page resume requirement may be found at OPM.gov or at USAJ Resource Center. 2. Complete initial Eligibility Questionnaire: Your resume must demonstrate the quality of your work as it relates to the experience requirements outlined in the job announcement. 3. Other Supporting Documents. 4. If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here. The following supporting documents are ONLY required if applicable to your personal qualifications or status. They must be received by the closing date of the announcement. 1. Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume. 2. SF-50: Current and former federal employees, including current and former DFAS employees, must submit their SF-50 (Notification of Personnel Action) reflecting their highest grade held on a permanent basis for at least 52 weeks, tenure, and appointment type. Failure to provide this document may result in disqualification. 3. Veterans Documentation: Click to review these authorities and documents verifying eligibility for a VEOA, VRA and/or 30% or more disabled veterans hiring authorities. 4. Military Spouse Preference (MSP) Eligible: Military Spouse Preference applicants, must be selected and placed at the highest grade level for which they have applied and been determined best qualified up to and including the full performance level. You must include a completed copy of the Military Spouse PPP Self-Certification Checklist dated within 30 days along with the documents identified on the checklist to verify your eligibility for Military Spouse Preference. To download the checklist, select "Save" or "Save As" instead of "Open." Save the document to your device then open it as a PDF. Once the form is opened, select "Enable All Features" and the form will populate so that it can be completed. ************************************************************** 5. Military Reserve (MR) and National Guard (NG) Technicians PPP Eligible: MR and NG technicians PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician preference. Click here to obtain a copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist. 6. Military Reserve (MR) and National Guard (NG) Technicians Receiving Disability Retirement PPP Eligible: MR and NG technicians receiving disability retirement PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician Disability preference. Click here to obtain a copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist. 7. Retained Grade PPP Eligible: Retained Grade PPP applicants, must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Retained Grade PPP Self-Certification Checklist to verify your eligibility for Retained Grade preference. Click here to obtain a copy of the Retained Grade PPP Self-Certification Checklist. 8. ICTAP Eligibles: A copy of the RIF separation notice and SF-50 if available. 9. Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit. 10. You may submit a cover letter which will be forwarded to the selecting official with your resume. Your cover letter will not be used to verify your qualifications or eligibility. WARNING: Failure to submit a complete application package including any required documentation by 11:59 PM (EST) 01/29/2026, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating. How to Apply Help The following link will help you determine if you meet the eligibility to apply for this position: *************************************************************************************** PLEASE NOTE: You will be considered only for those appointment eligibilities for which you select, attach supporting documentation and are found eligible. Please read the entire announcement and all the instructions before you begin an application. To apply and be considered for this position, you must complete all required assessments, and required documentation as specified in the How to Apply and Required Documents section. The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. The application process is as follows: * Click the Apply Online button. * Answer the questions presented in the application and attach all necessary supporting documentation. * Click the Submit Application button prior to 11:59 PM (ET) on the announcement closing date. * If you are required to complete any USA Hire Assessments, you will be notified after submitting your application. The notification will be provided in your application submission screen and via email. The notification will include your unique assessment access link to the USA Hire system and the completion deadline. Additionally, in USAJOBS you can click "Track this application" to return to your assessment completion notice. * Access USA Hire using your unique assessment link. Access is granted through your USAJOBS login credentials. * Review all instructions prior to beginning your assessments. You will have the opportunity to request a testing accommodation before beginning the assessments should you have a disability covered under the Rehabilitation Act of 1973 as amended. * Set aside at least 3 hours to take the USA Hire assessments; however, most applicants complete the assessments in less time. If you need to stop the assessments and continue later, you can re-use your unique assessment link. * Your responses to the USA Hire Assessments will be reused for one year (in most cases) from the date you complete an assessment. If future applications you submit require completion of the same assessments, your responses will be automatically reused. Visit the USA Hire Applicant Resource Center for practice assessments and assessment preparation resources at **************************************** To update your application, including supporting documentation: During the announcement open period, return to your USAJOBS account, find your application record, and click Edit my application. This option will no longer be available once the announcement has closed. To view the announcement status or your application status: Click on this: ******************************************************** Your application status page is where you can view your application status, USA Hire assessment completion status, and review your notifications sent by the hiring agency regarding your application. Agency contact information HR Customer Care Center Phone ************** Email ************************************************ Address DFAS - RESOURCE MANAGEMENT 8899 E. 56th Street Indianapolis, IN 46249 US Next steps The resume you submit will be used to assess your qualifications for the job and to identify the best-qualified applicants to be referred to the hiring manager for further consideration and possible interviews. We will notify you of the outcome after each of these steps is completed. After making a tentative job offer, we will conduct a suitability/security background investigation. Fair and transparent The Federal hiring process is set up to be fair and transparent. Please read the following guidance. Criminal history inquiries Equal Employment Opportunity (EEO) Policy Financial suitability New employee probationary period Privacy Act Reasonable accommodation policy Selective Service Signature and false statements Social security number request Required Documents Help You must provide a complete Application Package which includes: 1. Resume: A two-page maximum resume is required. Applicant guidance on the two-page resume requirement may be found at OPM.gov or at USAJ Resource Center. 2. Complete initial Eligibility Questionnaire: Your resume must demonstrate the quality of your work as it relates to the experience requirements outlined in the job announcement. 3. Other Supporting Documents. 4. If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here. The following supporting documents are ONLY required if applicable to your personal qualifications or status. They must be received by the closing date of the announcement. 1. Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume. 2. SF-50: Current and former federal employees, including current and former DFAS employees, must submit their SF-50 (Notification of Personnel Action) reflecting their highest grade held on a permanent basis for at least 52 weeks, tenure, and appointment type. Failure to provide this document may result in disqualification. 3. Veterans Documentation: Click to review these authorities and documents verifying eligibility for a VEOA, VRA and/or 30% or more disabled veterans hiring authorities. 4. Military Spouse Preference (MSP) Eligible: Military Spouse Preference applicants, must be selected and placed at the highest grade level for which they have applied and been determined best qualified up to and including the full performance level. You must include a completed copy of the Military Spouse PPP Self-Certification Checklist dated within 30 days along with the documents identified on the checklist to verify your eligibility for Military Spouse Preference. To download the checklist, select "Save" or "Save As" instead of "Open." Save the document to your device then open it as a PDF. Once the form is opened, select "Enable All Features" and the form will populate so that it can be completed. ************************************************************** 5. Military Reserve (MR) and National Guard (NG) Technicians PPP Eligible: MR and NG technicians PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician preference. Click here to obtain a copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist. 6. Military Reserve (MR) and National Guard (NG) Technicians Receiving Disability Retirement PPP Eligible: MR and NG technicians receiving disability retirement PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician Disability preference. Click here to obtain a copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist. 7. Retained Grade PPP Eligible: Retained Grade PPP applicants, must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Retained Grade PPP Self-Certification Checklist to verify your eligibility for Retained Grade preference. Click here to obtain a copy of the Retained Grade PPP Self-Certification Checklist. 8. ICTAP Eligibles: A copy of the RIF separation notice and SF-50 if available. 9. Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit. 10. You may submit a cover letter which will be forwarded to the selecting official with your resume. Your cover letter will not be used to verify your qualifications or eligibility. WARNING: Failure to submit a complete application package including any required documentation by 11:59 PM (EST) 01/29/2026, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

Company:Marsh McLennan AgencyDescription: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. Its a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National team. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Senior Private Client Advisor on the Private Client Services team, you'll successfully support a high-volume book of business to our Private Client clientele and work alongside tenured colleagues to gain experience and skill sets for professional growth: Reviews client exposures, loss experience and current coverages and recommends appropriate products and services. Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks. Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email. Gathers information from client related to risk management needs, financial loss tolerance and evaluate and propose a variety of solutions to manage clients risk. Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews. Accountable for client retention through delivery of exceptional client service and new business development through referrals and expanded client programs. Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industry Our future colleague. Wed love to meet you if your professional track record includes these skills: 5 years personal lines insurance experience with High Net Worth clientele Property & Casualty (P&C) License Client service orientation with balance on managing expectations Ability to travel for client and company meetings as needed These additional qualifications are a plus, but not required to apply: Bachelors degree Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc. Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, wed be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid and flexible work Charitable contribution match programs Stock purchase opportunities Inclusive Culture Competitive compensation To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: ************************************ ********************************** ******************************************************* We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs. Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAPCS The applicable base salary range for this role is $66,000 to $123,100.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Job Type: Full-Time, 12-Month Mohawk Valley Community College provides accessible, high-quality educational opportunities to meet the diverse needs of our students. We are the community's college, committed to student success through partnerships, transfer and career pathways, and personal enrichment. The College is looking for exceptional colleagues to join the MVCC community. We are currently seeking a Financial Aid Advisor in our Office of Financial Aid. The Financial Aid Advisor provides a single point of contact responsible for students in managing student's financial aid record. This individual reviews applications for financial assistance as well assists in the overall administration of the College Student Financial Aid Program. Key responsibilities for this position include: * Responsible for the understanding and interpretation of Federal and State regulations governing student financial aid assistance; * Advises a caseload of students (and/or parents) regarding college and related financial planning, aid programs and application procedures; * Determines student eligibility for a variety of government and private financial aid programs in accordance with published procedures and regulations; * Acts as liaison between student applicants for financial aid benefits and appropriate governmental agencies; * Maintains understanding of academic policies and how they may impact eligibility for aid; * Assists students and families in the completion of financial aid applications, the entrance counseling, and master promissory notes and acceptance of aid on institutional system; * Maintains current knowledge and operation of financial aid software programs; * Develops and delivers programming on financial aid applications completion, aid eligibility and loan repayments for college, high school and community-based audiences; * Responsible for the assistance in the administration of all student funding, awards, and financial assistance; * Monitors for potential over award created by receiving notification of student internal and external scholarship awards; * Assists the Director of Financial Aid in maintaining financial aid records of students; * Perform other related duties as related to this as assigned by the Director of Financial Aid. Work schedule: Monday - Friday, 8:30am - 4:30pm Hours per week: 35 Qualifications: Required Qualifications: * Associate degree (or a minimum of 60 completed college credits) * Two (2) years of related work experience Preferred Qualifications: * Bachelor's degree * Knowledge of Microsoft Office * Banner or student information system experience * Attention to detail Additional Information: * Visa sponsorship is not available for this position. If you currently need sponsorship or will need it in the future to maintain employment authorization, you do not meet eligibility requirements. * Offers of employment are contingent upon the successful completion of a background check. We encourage applicants who meet the minimum qualifications and have transferable skills to apply. If you have related experience that may not align perfectly with the job description, we'd still like to hear from you. To learn more about MVCC, our culture, and employee benefits, please visit: *********************************** Special Instructions to Applicants: Official academic transcripts required upon hire. Salary: $46,671 For full consideration, apply by: 1/19/2026 Mohawk Valley Community College is an Affirmative Action, Equal Opportunity Employer deeply committed to a community of excellence, equity, and diversity. MVCC 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 global worldview. We value the many similarities and differences among individuals and groups. We are committed to preparing students to understand, live among, appreciate, and work in a world made up of people with different ethnic and racial backgrounds, military backgrounds, religious beliefs, socio-economic status, cultural traditions, different abilities, sexual orientations and gender identities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status or on the basis of disability.