- Processing money movement requests, transferring client funds between investment accounts and to outside financial institutions.
- Processing trades of equity and fixed-income securities, and rebalancing client portfolios to ensure consistency with the assigned objectives and risk tolerance.
- Ongoing analysis of mutual funds and ETFs, to ensure delivery of high-quality investment vehicles to our clients.
- Provide analysis and reporting to the Financial Planning and Tax Teams.
- Prepare analysis and reporting for our individual and institutional clients.
- Communicating with clients regarding investment-related matters.
- Serving as a primary point of contact in managing relationships with investment-only (non-financial planning) clients.
- Contributing to the equity research process through the analysis of companies as directed by senior management.
- Assisting with the Your Values and Fixed-Income investment programs as assigned.
- Assist in maintaining and updating the internal Investment Team web page.
-
Investment Associate, Retail Registered
1 week ago
KeyBank Cicero, United StatesJob Description · Location: · 7950 Brewerton Road - Cicero, New York 13039ABOUT THE JOB (JOB BRIEF): · Within the Key Investment Services business, this individual is responsible for assisting the Key Investment Services Sales Force in achieving sales goals, customer service, bu ...
-
Fast Track To Management
3 weeks ago
New York Life - Syracuse Syracuse, United StatesWe're looking for leadership-oriented individuals to join our Fast Track To Management Program. In this program, you'll have the opportunity to accelerate your path to management and advance to an associate partner within 12 months. In the Fast Track Program, you'll start as a fi ...
-
Senior Affluent Market Sales Assistant
3 weeks ago
M&T Bank Syracuse, United States Full timeOverview: · Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. · Primary Responsibilities: · Actively support maintenance of customer relationships by providing administrative support to include ...
-
Veterinary Technician
2 days ago
VCA Animal Hospitals Syracuse, NY, United States Full timeJoin The VCA Fairmount Animal Hospital Team VCA Fairmount is seeking a full time Licensed Veterinary Technician to join the team at our full service practice in Syracuse, NY At VCA Animal Hospitals, you can be the Veterinary Technician you have always wanted to be We have a uniqu ...
-
Warehouse Associate
5 days ago
CXtec Inc Syracuse, United States Regular Full timeThe Warehouse Associate position is responsible for a variety of warehouse functions associated with the timely and efficient operation of the Technical Certification & Distribution Center. For more than 40 years, CXtec has been helping organizations maximize value in their IT in ...
-
Select CL Account Manager
1 week ago
USI Insurance Services Syracuse, United StatesGeneral Description: · Manage and coordinate all service activities for commercial lines clients $2,500 in revenue or below. Serve as primary contact, responsible for developing and maintaining strong client relationships. Understand and execute marketing, analyze options, presen ...
-
Travel Nurse
2 weeks ago
Advantis Medical Syracuse, United StatesAdvantis Medical is seeking an experienced Medical Surgical Registered Nurse for an exciting Travel Nursing job in Syracuse, NY. Shift: 3x12 hr nights Start Date: 06/09/2024 Duration: 13 weeks Pay: $2203.2 / Week Advantis Medical, the #1 rated travel nurse agency, is currently s ...
-
Travel Nurse
4 weeks ago
Advantis Medical Syracuse, United StatesAdvantis Medical is seeking an experienced Emergency Room Registered Nurse for an exciting Travel Nursing job in Syracuse, NY. Shift: 3x12 hr nights Start Date: 06/03/2024 Duration: 13 weeks Pay: $ / Week Advantis Medical, the #1 rated travel nurse agency, is currently seeking a ...
-
Employee Benefits Producer
2 weeks ago
USI Insurance Services Syracuse, United StatesGeneral Description: · Outside Employee Benefits sales position. Responsible for driving new business sales revenue growth for small business clients. Cross-sells referrals from other business units and establishes pipeline of clients with 10-50 employee lives. · Primary Resp ...
-
Business Development Representative
5 days ago
CXtec Inc Syracuse, United States Regular Full timeFor more than 40 years, CXtec has been helping organizations maximize value in their IT investments. We are the largest secondary market network hardware provider in North America. Today, we remain focused on providing creative life cycle management solutions for organization of ...
-
Customer Service and Sales Associate
3 weeks ago
Hertz Syracuse, United StatesWage:$15/hr + monthly commission · The Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world-cla ...
-
Lead Planner/Scheduler
4 weeks ago
JLL East Syracuse, United States Full timeJLL supports the Whole You, personally and professionally. · Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our ind ...
-
Customer Service and Sales Associate
3 weeks ago
Hertz Syracuse, United StatesThe Sales & Service Associate is an essential member of the Hertz Local Edition team and is the brand ambassador, providing the fastest, easiest, and most valued experience to our customers. This sales commissioned team member provides world class customer service and professiona ...
-
Engineering Civil Designer
2 weeks ago
Parsons Corporation Syracuse, United States Full timeDescription · : Parsons is looking for an amazingly talented Senior Civil Designer to join our team In this role you will get to develop complex layout and design drawings utilizing theoretical and practical design knowledge, that meet company and industry standards and codes. ...
-
director of studio programs
2 weeks ago
YMCA of Central New York Syracuse, United States Full timeJob Title: Director of Studio Programs · Reports To: District Executive Director, Arts Branch · Work Location: Arts & Education Branch, Syracuse, NY · FLSA: Exempt - Full time · Work Schedule: Mon-Fri 9 - 5 with some evenings and weekends · Salary Range: $58,.00 · A Career with ...
-
Teachers at South Holland KinderCare
3 weeks ago
Kinder Care South Holland, United States Full timeFutures start here. Where first steps, new friendships, and confident learners are born. At KinderCare Learning Companies, the first and only early childhood education provider recognized with the Gallup Exceptional Workplace Award, we offer a variety of early education and child ...
-
Analyst
2 weeks ago
Benefit Plans Administrative Services, Inc. Syracuse, United StatesOverview · Benefit Plans Administrative Services (BPAS) · is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, ...
-
Lead Planner/Scheduler
1 week ago
JLL East Syracuse, United States Full timeJLL supports the Whole You, personally and professionally. · Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our ind ...
-
Sous Chef at The Oncenter
2 weeks ago
ASM Global Syracuse, United StatesBE A PART OF THE EXCITEMENT · Embark on a thrilling journey with ASM Global, the global leader in venue management and live event production With an illustrious reputation as the foremost partner for venue management, ASM Global proudly oversees more than 350 venues worldwide. O ...
-
Compliance Manager
2 weeks ago
Coordinated Care Services, Inc. (CCSI) Syracuse, United States Full timeJob Type Full-time Description Compliance Manager · Essential Business Services · Rochester or Syracuse, New York [Hybrid with some travel in New York State] · FULL-TIME Exempt : 40 hours · seeks a talented Compliance Manager to contribute their expertise in providing esse ...
Investment Associate - Syracuse, United States - S.E.E.D. Planning Group LLC
Description
Job Description
Job Description
S.E.E.D.'s Investment Division is responsible for managing individual and institutional client investment portfolios on a discretionary basis. This team also provides guidance and recommendations on client portfolios (including 401k and 403b accounts) held away at outside institutions.
On a day-to-day basis, the Investment Team members, including Investment Associates and Investment Analysts are responsible for the following:
Company Description
Fee-Only Financial Planning | Investment Fiduciary | No Commissions
We are a Personal Empowerment Company masquerading as a Financial Services Firm. We are focused on improving client financial health by redesigning how financial planning, investment management, and tax advice are delivered, while at the same time creating an environment where (we expect) team members to grow personally and professionally every day. At S.E.E.D., there are no limits. If you want to build something great and be exceptional, we want to help you get there.
Company Description
Fee-Only Financial Planning | Investment Fiduciary | No Commissions\r
\r
We are a Personal Empowerment Company masquerading as a Financial Services Firm. We are focused on improving client financial health by redesigning how financial planning, investment management, and tax advice are delivered, while at the same time creating an environment where (we expect) team members to grow personally and professionally every day. At S.E.E.D., there are no limits. If you want to build something great and be exceptional, we want to help you get there.
&v=024){kind=logo}