Average salary: $40,000 /yearly

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 ...activities to address equity in generational wealth through homeownership. Successful program...  .... Accountabilities: Develop and manage implementation of activities to drive...  ...experience with non profit, government, and private sectors. Experience working with predominately... 
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ELS

Rochester, NY
10 hours ago
 ...practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting... 
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Full time
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Bank of America Corporation

Pittsford, NY
4 days ago
 ...J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management. J.P.... 
Private

JPMorgan Chase

Rochester, NY
2 days ago
 ...Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations... 
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Savvy Wealth

Rochester, NY
5 days ago
 ...position is filled or unposted. Certifications:Series 07 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their... 
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Full time
Work from home
Flexible hours

Fidelity Investments

Rochester, NY
24 days ago
 ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals...  ...investment advice and guidance.  Merrill’s Financial Advisors and Private Wealth Client Associates help clients pursue the life they... 
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Full time
Internship
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Bank of America Corporation

Pittsford, NY
21 days ago

$70k - $80k

 ...High end Private Golf Club seeking a Private Event Manager - A key contributor to the successful outcome of member, member sponsored and club events. It is his/her responsibility to ensure detailed planning from the beginning to the execution of each event, to result in... 
Private
Full time

Monroe Golf Club

Pittsford, NY
9 days ago
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 ...where you can have a direct impact on a business’s growth? The Wealth Advisor position with Evans Bank is the perfect opportunity to...  ...impact of position, value of budget oversight and people management, among other factors. Your Talent Acquisition Specialist will be... 
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EVANS BANK

Rochester, NY
17 days ago
 ...It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer...  ...leaders who will support you in getting there.  The J.P. Morgan Private Bank offers high net worth individuals and families... 
Private
Local area

JPMorgan Chase & Co.

Rochester, NY
1 day ago
 ...countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. The J.P. Morgan Private Bank offers high net worth individuals and families personalized,... 
Private
Local area

JPMorgan Chase & Co.

Rochester, NY
4 days ago
 ...with thousands of motivated students through our platform. Job Description Superprof is offering you the chance to become a private tutor all over the USA; part-time, flexible hours in the subject of your choice. Tutoring is the ideal job for students, graduates... 
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Superprof

Rochester, NY
3 days ago
 ...clients meet their tax obligations while managing the impact tax has on their business. You...  ...Join a growing team with the best asset and wealth management clients, tax technical...  ...including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring... 
Private
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Full time
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PwC

Rochester, NY
6 days ago
 ...clients meet their tax obligations while managing the impact tax has on their business. You...  ...Join a growing team with the best asset and wealth management clients, tax technical...  ...including hedge funds, mutual funds and private equity funds and alternative investment strategies... 
Private
Full time
Local area
Overseas
H1b

PwC

Rochester, NY
3 hours agonew
 ...enhancing our excellent capabilities. Citizens is the bank that stands and grows with its clients. Within Citizens Wealth Management,  Citizens Private Client  provides personalized, world class financial planning and advice to help clients achieve their financial goals... 
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Citizens

Rochester, NY
24 days ago
 ...Job Description Job Description Wealth Planner Job Description We are a growing Wealth Management Firm located in Rochester, New York, seeking an experienced Wealth Planner to join our expanding team. This is an exceptional opportunity for an intelligent, responsible... 
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Cobblestone Capital Adv

Rochester, NY
22 days ago
 ...the field. We are dedicated professionals with a motivational management style with proven ability to recruit, develop and direct highly...  ...have a minimum of 3 years of surveillance experience as a Private Investigator and reside in the Rochester or surrounding area.... 
Private
Holiday work
Full time
Part time

Lemieux & Associates LLC

Rochester, NY
11 days ago
 ...Financial Services. We are seeking a talented and experienced Sr. Wealth Advisor to join our client's tight-knit team. If you're ready...  ...customized strategies to help them achieve their wealth management goals * Collaborate with internal teams to ensure seamless execution... 
Full time

Gpac

Rochester, NY
27 days ago
 ...Firm: Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance asset allocation and securities preferences. Fee based platform that offers global portfolio... 
Full time
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Staffing In Motion

Rochester, NY
18 days ago
 .... Our Am Law 100 client is seeking a Private Clients Attorney. Their nationally recognized...  ...their estate plans and achieve their management goals. The team develops and implements...  ...taxes and preserve business and wealth through multiple generations. A career... 
Work experience placement
Private practice

Ascension Global Staffing & Executive Search

Rochester, NY
17 days ago
Description The Area Manager works alongside Project Operations and Field Management to foster great client relationships, work effectively...  ...the United States. Owned by American Securities, a leading US private equity firm, CS Energy leverages strong relationships with... 
Private
Full time
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CS energy

Rochester, NY
2 days ago