Investment & Financial Planning Advisor
$65k - $80kDormont Manufacturing Company
Dormont Manufacturing Co in the Town of Avon is seeking a Financial Consultant to provide financial guidance to clients aiming to achieve their financial goals. Responsibilities include developing financial plans, recommending brokerage products, and managing client relationships. Applicants must hold relevant licenses and have one year of experience in the financial services industry. Competitive salaries range from $65,000 to $80,000 annually, along with an incentive plan linked to performance. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Investment & Financial Planning Advisor in Avon, NY vacancy
- ...coverage with either assistance applying for Medicaid, disability, financial assistance, insurance coverage, or resources identified... ...patient/families with insurance, calculate patient estimate based on plan, benefits and out of pocket thresholds; discuss and finalize...SuggestedHourly payWork experience placementWork at officeShift work
Dormont Manufacturing Company
Lima, NY4 days ago - ...Job Description Senior Financial Analyst reports to the Director of Strategic Financial Planning. Under general supervision, the Senior Financial Analyst creates and maintains financial reports to support system operations. This position coordinates internal and external...SuggestedWork experience placement
Dormont Manufacturing Company
Lima, NY1 day ago $97k - $110k
...something special for you. JOB TITLE: Sr. Financial Analyst REPORTING TO: Commercial... ...case justification and strategic investments. Help & support Product Management with... ...eligible for a performance-based bonus plan. Location: This position is a hybrid...SuggestedPermanent employmentWork at officeLocal area2 days per weekIDEX
West Henrietta, NY3 days ago- ...total assets, including $918 million in investments and $49 million in real estate, with... ...Medical Associates (UMA) Only Employees and Financials Worker Type Employee Worker Sub‑Type... ...long‑term and short‑term pools along with planned gift portfolios. Performs all...SuggestedTemporary workWork at officeMonday to FridayShift work
Dormont Manufacturing Company
Lima, NY4 days ago $16.5 per hour
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly... ...offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are...SuggestedLocal areaBenefit Plans Administrative Services, Inc.
Avon, NY10 hours ago- ...forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for... ...Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management....Local area
Dormont Manufacturing Company
Lima, NY3 days ago - ...and mid‑term production schedules for the assigned focus factory Translate customer demand and forecasts into executable production plans Coordinate material availability with procurement and materials teams Monitor daily schedule adherence and adjust plans to resolve constraints...Temporary work
Grote Industries
Avon, NY10 hours ago $60k - $90k
...Security, a leader in the security and automation solutions industry, is looking for positive minded and motivated Residential Security Advisor to join our growing team in Charleston, SC! Our Residential Sales Representative will design, present and sell our award-winning...Dormont Manufacturing Company
Lima, NY3 days ago- ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet... ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care...Full timeTemporary workPart timeWork experience placementWork at officeShift work
Dormont Manufacturing Company
Lima, NY10 hours ago $1,000 per month
...a client’s home. Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads... ...). Dental, RX, Vision, Life, Disability Insurance. 401(k) Plan with company match. Employee Assistance Plan. Performance-based...Casual workFlexible hoursDormont Manufacturing Company
Lima, NY4 days ago- ...have access to robust health insurance plans, including Medical, Dental, and Vision coverage... ...Match up to 5%, helps secure their financial future, while Paid Parental Leave and an... ...Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive...InternshipLocal area
Dormont Manufacturing Company
Lima, NY1 day ago $58.26k - $85.68k
...to monitoring customer service and optimized inventory levels through detailed data analysis and managing the end-to-end resupply planning process. This role involves analyzing demand forecasts, executing order release, troubleshooting inventory/transactional discrepancies...Work at officeLocal areaCooper Cos.
West Henrietta, NY10 hours ago- ...Construction is responsible for the end-to-end coordination, planning, and procurement support of medical and minor medical/non-medical... ...planning with construction schedules, clinical needs, and financial stewardship—maximizing the value of GPO contracts, tiered pricing...Contract workWork experience placement
Dormont Manufacturing Company
Lima, NY3 days ago - ...Description Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to... ...offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are...
- ...prescription, dental, vision, hearing, accident, hospital indemnity, and life insurance Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days’ vacation per year, prorated based on start date) Paid sick leave...Local areaMonday to Friday
Dormont Manufacturing Company
Lima, NY2 days ago - ...Event Manager (Operations & EMS Scheduling)Charleston Southern UniversityPosition OverviewThe Assistant Event Manager supports the planning and execution of campus events through management of the EMS scheduling system, coordination of logistics, and collaboration with...Local areaNight shiftWeekend workAfternoon shift
Charleston Southern University
Lima, NY10 hours ago $115k - $145k
...for testimony. Casework has both quantitative and qualitative elements, involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining market and industry behavior; Conducting research via academic articles...Full timeWork experience placementLocal areaCornerstone Research
Geneseo, NY4 days ago$77.2k - $96.5k
...supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure... ...Financial Benefits: Competitive pay, Profit Sharing, 401k Plan with Company Matching, Life and Disability Insurance, Tuition Reimbursement...Full timeShift workWorld Wide Technology
Geneseo, NY2 days ago- L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers’ mission and quest for professional growth. L3Harris provides an inclusive, engaging environment...Full timeLocal areaFlexible hours
L3Harris Technologies
Avon, NY14 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment & Financial Planning Advisor. Be the first to apply!
