J.P. Morgan Wealth Management – Private Client Advisor - Monroe, NY

About the CompanyAssist The Mayeu Financial Group (MFG) in creating an excellent client experience for all clients and prospects of the firm by ensuring the execution of MFG's client service model. · We seek someone who exudes positivity, bringing a pleasant and contagiously opti ...

About the Company Assist The Mayeu Financial Group (MFG) in creating an excellent client experience for all clients and prospects of the firm by ensuring the execution of MFG's client service model. We seek someone who exudes positivity, bringing a pleasant and contagiously optim ...

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. · Drive new, and support existing, tax management business with RIAs, · Promote and represent J.P. Morgan's investment solutions (Custom Models, Tax-Managed Active and ...

Benefits: · Bonus based on performance · Company parties · Dental insurance · Flexible schedule · Health insurance · Opportunity for advancement · Training & development · Vision insurance · Join the Winning Team at Northwestern Mutual of Rochester · Are you an athlete at heart w ...

+Job summary: · Paidlocity is an award-winning provider of cloud-based HR and payroll software solutions. · +Provide technical support · Use functional knowledge to resolve inquiries · Collaborate with other Client Support Advisors · ...

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial pl ...

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. · ...

Lorem ipsum dolor sit amet, · consectetur adipiscing elit.Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.Manage all incoming calls/emails from assigned households · Scheduling appts and maintaining advisor(s) calendar · ...

Citizens emplea a un grupo de asesores experimentados que ayudan a individuos y familias a alcanzar sus metas financieras.Los Consejeros Financieros Privados (PCFAs) de Citizens realizan descubrimientos exhaustivos para comprender las metas a corto y largo plazo de un cliente, lu ...

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial pl ...

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual of Rochester. · We recognize the unique strengths and qualities that former and current athletes bring to the ...

As an Asset Management Assistant, you will support the Asset Management Sales and Service Team. · ...

We are partnering with a well-respected financial services firm in search of a Client Service Assistant to join its team. · This role offers an exciting chance to contribute to a growing team and make a significant impact on client relationships.ResponsibilitiesHelp advisor prepa ...

Help clients live more and worry less through personalized financial planning. · ...

We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. We lead with unmatched financial strength and access to the best products and ...

The Asset Management Assistant will support the Asset Management Sales and Service Team. The role involves handling correspondence, managing office supplies, coordinating with Marketing to send out materials to Third Party Advisors/Consultants and processing Corporate Giving requ ...

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing ...

At Brighton Securities, we're proud of our client-centric atmosphere and as a Client Service Associate (CSA), you can make an immediate, positive impact on our client experience. The CSA serves as a point of contact within the Client Service Operations Team, providing administrat ...

Prudential Advisors is looking for driven, motivated self-starters in the Rochester area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the produc ...

We are seeking a Client Service Assistant to join our team in Rochester, NY. · This role offers an exciting chance to contribute to a growing team and make a significant impact on client relationships. · The Client Service Assistant will include administrative duties such as prep ...

We are seeking an experienced HR Generalist to join our HR Solutions group in our Rochester, NY office. · The ideal candidate is a skilled project manager who thrives in a multi-client environment, with a proven ability to balance multiple HR projects simultaneously. · Collaborat ...