Average salary: $76,665 /yearly
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...implement collaborative activities to address equity in generational wealth through homeownership. Successful program implementation grows... ...in greater Rochester.
Accountabilities:
Develop and manage implementation of activities to drive generational wealth through...
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Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business...
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Full time
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...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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...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, compliance, client service...
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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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...opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on... ...of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in...
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...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...
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...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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...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...
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Managing Director
Monroe County, NY
Position Summary
The Managing Director leads three core objectives: 1) Financial revitalization; 2) Strengthening foundational elements; 3) Driving sustainable growth.
Key Functions & Responsibiliti...
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...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing...
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Nurse Manager
Join us in caring for the most important people on Earth. We reward hard – working and caring professionals with competitive pay, great benefits and career growth opportunities.
St. Ann’s Community is currently looking for an experienced Nurse Manager...
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** Branch Manager III - Webster**
**Job Category****:** ESL Careers **Requisition Number****:** BRANC001862 Showing 1 location **Job... ...performance reports supporting our three LOBs; Personal, Business and Wealth.
* Noninterest income and noninterest expense budget.
Meet...
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** Wealth Enhancement Group**
** Retirement Plan Service Manager**
Pittsford, NY 14534
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning...
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New year
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...that does business across the country with Insurance Agents that need help with their online presence. Whether it is social media management, assistance with website start-ups, video production, etc., YPC Media sells itself to help with client wants and needs. YPC Media...
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Office Manager
Highland Planning is a dynamic, women-owned consulting firm specializing in planning + design, public engagement and marketing + communications. We foster partnerships to create social good, trusting the experiences of community members and facilitating...
Full time
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Local area
Relocation
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Afternoon shift
1 day per week
Monday to Friday
SummaryPer Sé Group is working with a leading Mid-Atlantic Mechanical contractor looking to hire a Preconstruction Manager in their Baltimore office. This role will focus on estimating, buy-out, procurement, and detailed submittal documentation for large commercial and...
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...Exciting Opportunity for Experienced Professionals: Sales Manager Role - Remote and Flexible!
Are you a seasoned professional with a wealth of experience in customer service and sales? We have an incredible opportunity for individuals who bring wisdom, dedication...
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Work from home
Flexible hours
...$84,400
Position Description
Legal Assistance of Western New York, Inc. (LawNY) seeks a dynamic leader to fill an immediate Managing Attorney position in LawNY’s Rochester office. Managing attorneys oversee the day-to-day functioning of the office, provide guidance...
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Work visa
3 days per week
...opportunities abound, consider Ulta Beauty. Nowhere else are the possibilities quite this beautiful.
:
GENERAL SUMMARY & SCOPE
The Sales Manager (SM) is responsible for leading through Ulta Beauty’s mission, vision, and values in order to develop a high-performing team that...
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Part time
Work experience placement
Local area
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