Financial Planning Associate — In-Office, Client Impact
Level Financial Advisors
Level Financial Advisors is seeking a Financial Planning Associate in East Amherst, NY. This full-time position involves assisting our Financial Advisors with daily tasks, creating financial plans, and handling various client services tasks. The ideal candidate will have a Bachelor's Degree and excellent organizational skills. The role offers benefits including health insurance, 401K plan with match, and paid parental leave. #J-18808-Ljbffr Level Financial Advisors
- ...your community and make a real impact. Job Overview... ...class risk and controls, and client responsiveness. Key responsibilities... ...Assess the credit and financial strength of Citi's Real Money... ...levels of seniority. Microsoft Office (Word, Excel, and PowerPoint)...Work at office
- ...business areas where clients dont have in-house capacity... ..., and creating plans implementing new policies... ...Responsibilities/h3ullistrongDrive Impactful Outcomes:/strong... ...advanced knowledge of financial functions, operating... .../liliYour virtual office: your own private and...Work at officeFor contractorsRemote work
$15.5 - $17.05 per hour
...Description As a key member of the Financial Center team, the Universal Banker delivers... ...experience, a digital-first approach, effective client problem resolution, and the strategic use... ...regulations. • Navigate Microsoft Office Software, computer applications, and...Work at officeHourly payWork experience placementImmediate start$110k - $130k
...Advisory Senior Consultant- Financial Due Diligence Withum is a... ...financial due diligence. As a Senior Associate you will be a vital member of... ...in any of the following US office locations Boston, Buffalo,... ...synonymous with teamwork and client service excellence. The...Work at officeWork experience placementLocal area- ...with our global fall protection client as their newest Sr Digital... ...Opportunity to make a visible impact within a complex, multi-entity... ...strategy and collaborate on content planning aligned to buyer intent.... ...and Requirements Primarily office-based with occasional travel to...Work at officeSeasonal workLocal area
$105k - $250k
A leading financial institution in the City of Tonawanda is seeking a Wealth Advisor to develop personalized wealth management strategies and enhance client relationships. The ideal candidate will have at least 2 years of financial advisory experience and active Series...Flexible hours$70.46 - $117.43 per hour
...Enterprise Architect – Institutional Client Services opening for our... ...architecture across complex financial ecosystems. Location:... ...–6 weeks, Monday–Thursday in office) Duration: 6 months Key... ...reports Gap analyses and impact assessments Executive-level...Work at officeLocal areaRemote work- Financial Advisor page is loaded## Financial Advisorremote type: Onsite... ...each customer and with the client’s best interest in mind.## **... ....* Assigned to a Wealth office and/or Commercial Banking office... ...fiduciary product, Financial Planning, Managed Accounts, or insurance...Work at officeWork experience placementBank staff
- The Financial Consultant is responsible for identifying... ...This role focuses on client acquisition, relationship... ...—including investment planning, retirement planning,... ..., and Microsoft Office suite. Physical Requirements... ...Floss Murphy & Associates (EFM) was established...Work at office
- ...is a local, long standing, full service financial services company looking to add energetic... ...some of the nation's largest banking clients as an extension of their customer service... ...MUST COMPLETE TRAINING ONSITE and WORK IN OFFICE 3 DAYS WEEKLY! POSITION SUMMARY: The...Work at officeLocal areaRemote work
- ...a Personal Banker located in Lancaster, NY. The successful candidate will be a problem solver and trusted advisor for clients, focusing on financial wellness and building relationships. You will engage clients through in-person conversations and proactive outreach, helping...
$75k - $85k
...law firm founded in 1894, with offices in Rochester, Buffalo, Albany,... ...local, regional, and national clients. We are seeking a strategic... ...of compelling, high-impact content that clearly communicates... ...develop advertising placements plans for key firm markets that align...Work at officeLocal area- ...Architect – Institutional Client Services Buffalo, NY... ...through Thursday in office) 6+-month contract... ...driving innovation in the financial sector. Note that for... ...Skill Set 1: Strategic Planning Skill Set 2:... ...time execution of high-impact initiatives. Trusted...Work at officeContract workWork experience placementImmediate startRemote workMonday to Thursday
- A financial services company seeks a Private Client Banker in Tonawanda, NY, to assist clients in achieving their financial wellness through tailored advice and solutions. This role involves developing strong client relationships, promoting investment and insurance products...Hourly pay
$55.34k - $68.27k
A leading global financial services firm located in Getzville, NY, seeks a Securities & Derivatives Associate Analyst. This full-time position requires 0-2 years of experience in Treasury Operations or Middle Office, along with analytical skills and effective communication...Work at officeFull time$99k - $225k
...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...and positively impact the communities we... ...committed to an in-office culture that... ...Credit Analysts and Associates Serves as a key member... ...discretionary plan. Employees are eligible...Work at officeFull timeBank staffFlexible hoursShift workDay shift$20.67 - $31.25 per hour
KeyBank is seeking a Personal Banker in Lancaster, New York. In this role, you will engage with clients to enhance their financial well-being and help attract new customers. This position requires a blend of strong sales skills and the capability to foster deep relationships...Hourly pay$65k - $70k
...The CompanyOur client, a locally based wealth advisory... ...add a Client Services Associate to their growing team in... ...has experience in the financial services industry and who... ...systematic investment plans.Ongoing maintenance of... ...Proficiency in Microsoft Office 365 (Word, Excel,...Work at officeLong term contract$60k - $63k
...Critical Transitionsand See Real Impact Endeavor Health Services... ..., short-term treatment plans focused on stabilization Provide... ...term support networks Monitor client progress and adjust treatment... ...knowledge of Microsoft Office Compensation & Benefits...Work at officeFull timeTemporary workRelocation packageAfternoon shift$75k
...us where your expertise as a Financial Consultant will make a lasting impact. You'll work closely with clients to design and implement strategies... ...Compensation: $75,000+ at plan with benefits... ...Computer proficiency including MS Office, Google Suite, CRM systems, and...$80k - $95k
...Title: Commercial Lines Account Executive | Client Service Manager Salary: $80,000 - $95... ...on clients' existing coverage plans. Select carriers for solicitation, negotiating... .... Well-versed in Microsoft Office Suite, AMS360 or Applied TAM/EPIC. Salary...Work at officeWork experience placement- A prominent financial institution in Tonawanda is looking for an experienced Financial Advisor... ...personalized financial solutions to clients. The role requires strong investment and... ...service. The position offers a chance to impact clients' financial well-being through...
$110k - $125k
...Summary of role Centivo is looking for a Client Success Executive who will own and grow key... ...a Reference Based Pricing (RBP) health plan model. This role is the primary relationship... ...Advanced knowledge of Microsoft Office products (Excel, Power Point, Word). Excellent...Work at officeRemote work- ...common purpose to help make financial lives better through the power... ...company and how we deliver for our clients, teammates, communities and... ...to learn, grow and make an impact, along with the power to make... ...degree or business relevant associate degree such as business...Flexible hoursShift workWeekend workDay shift
$18 - $28 per hour
...exceptional customer service and building lasting client relationships. Our culture is built to... ...customer service to new and established financial institution clients, including cross-... ...of industry trends and how they impact the customer. Proactively seeks ways to...Hourly payBank staffLocal areaNight shift$70.08k - $105.12k
...from trading desks and branch offices in coordination with the... ...settlement and investigation of client securities and derivatives transactions... ..., and prepare unaudited financial statements Ascertain fund... ...time off packages, including planned time off (vacation),...Full time$22.82 - $24.82 per hour
...conversation with members, reviewing their full financial profile, and recommending appropriate... ...Let's Talk If You Have an associate degree preferred, or combination of equivalent... ...You Need Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint...Work at office- ...Functions: Under general supervision from the Director, the Financial Aid Advisor (FAA) is responsible for counseling and advising financial... ...Job Specific Competencies: · Must be competent in Microsoft Office. · Experience with financial aid software and student...Work at officeAfternoon shift
- ...dynamic career as a Financial Advisor with Northwestern... ...results for our clients. # Resilience and... .... Our thriving office is located at: 5488... ...years, beginning as an Associate Financial... ...positive community impact through financial planning. Outside of work, Nii...Work at officeFull timeInternshipLocal areaFlexible hoursNight shift
$41.66k - $54.34k
...your community and make a real impact. Job Overview The Cash... ...and safeguarding Citigroup, its clients and assets, by driving... ...~ Proficiency with Microsoft Office tools and data entry skills... ...time off packages, including planned time off (vacation), unplanned...Work at officeFull timeAfternoon shift
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