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49 Financial Jobs in Rochester, NY (NOW HIRING)

Senior Financial Analyst

Brockport, NY · On-site

$80K - $87K/yr

Lead financial budgeting, forecasting, reporting, and performance analysis to support business goals. * Monitor plant and operational financial results, identifying key risks, opportunities, and ...

Financial Senior Analyst

Rochester, NY

$82K - $103K/yr

Acts as a lead and focal point between IT Financial/Contract Management and Finance Department in regards to prepaid expensing, variance analysis, financial statement review and forecasting.

Financial Senior Analyst

Rochester, NY · On-site

$82K - $103K/yr

Acts as a lead and focal point between IT Financial/Contract Management and Finance Department in regards to prepaid expensing, variance analysis, financial statement review and forecasting.

Financial Advisor

Pittsford, NY · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Financial Advisor

Pittsford, NY · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Financial Advisor

Pittsford, NY · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Financial Advisor

Pittsford, NY · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Financial Advisor

Pittsford, NY · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Financial Advisor

Pittsford, NY · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Financial Advisor

Pittsford, NY · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Financial Advisor

Pittsford, NY · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Showing results 21-40

49 Financial information

What is 49 Financial?

49 Financial is a financial services firm that provides financial planning, investment management, and insurance solutions. They focus on helping individuals and families achieve their financial goals through personalized strategies and education. The company often caters to young professionals and recent graduates, guiding them through financial decisions like budgeting, retirement planning, and debt management. Their advisors work to simplify complex financial topics and create long-term plans for clients.

What is the difference between 49 Financial vs 49 Financial Advisor?

Aspect49 Financial49 Financial Advisor
CertificationsTypically requires Series 7, Series 66, or similar licensesRequires similar licenses, plus CFP certification often preferred
Work EnvironmentOffice-based, client meetings, financial planningClient-facing, personalized financial advice, meetings
Industry UsageUsed broadly for financial firms and institutionsSpecific role within firms, focusing on client advisory services

49 Financial and 49 Financial Advisor roles both involve financial services, but the advisor position emphasizes direct client interaction and personalized financial planning, often requiring additional certifications like CFP. The main difference lies in the focus: 49 Financial is broader, while 49 Financial Advisor is specialized in client advisory services.

What are the key skills and qualifications needed to thrive as a financial advisor?

To thrive as a Financial Advisor, you need a strong background in finance, investment principles, and financial planning, typically supported by a relevant degree and certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential for efficient client service. Outstanding interpersonal skills, active listening, and the ability to build trust help advisors stand out in client relationships. These skills and qualifications are crucial for providing sound financial advice, retaining clients, and ensuring compliance in an ever-changing financial landscape.

What are some common challenges faced by financial advisors at 49 Financial, and how are they typically addressed?

Financial Advisors at 49 Financial often encounter challenges such as building a client base from scratch and staying updated with constantly changing financial regulations. The company typically supports advisors through comprehensive training, ongoing mentorship, and access to robust CRM tools that streamline client management. Team collaboration and regular strategy sessions also help advisors share best practices and overcome common obstacles together, fostering both professional growth and client success.
What cities near Rochester, NY are hiring for 49 Financial jobs? Cities near Rochester, NY with the most 49 Financial job openings:

$65K - $75K/yr

Full-time

Posted 6 days ago


Rochester Institute Of Technology rating

7.6

Company rating: 7.6 out of 10

Based on 32 frontline employees who took The Breakroom Quiz

287th of 617 rated colleges and universities


Job description

Position Highlights
This position is centralized within the Division of Student Affairs and is part of the Financial Planning & Business Operations unit. The unit partners with Division and University stakeholders to support the planning, implementation, and evaluation of financial and human resources functions across the Division.
Key responsibilities include:
• Division-level monitoring and reporting for Gift Commitments and associated Project Accounts
• Financial Specialist for Assessment, Technology & Communications & Student Development, Access & Support departments
• Grant financial administration and Division liaison to Sponsored Programs Accounting
• Collaborates closely with campus partners including Controller's Office, Budget and Facilities
• Provides financial training and ongoing support for finance positions within the Division
The successful candidate will collaborate closely with University partners, including the Controller's Office, Budget Office, and Facilities Management. Experience managing multi-year budgets and working with diverse funding sources, such as gifts, grants, and capital project funds, is strongly preferred.
Student Affairs Financial Planning and Business Operations
The Student Affairs Financial Planning and Business Operations team oversees the Division's financial and workforce resources. Responsibilities include managing a $46 million operating budget, $17 million in annual revenue, and $8 million in gifts and discretionary funds across a variety of funding sources.
The team supports the Senior Vice President in developing the Division's financial strategy, allocating resources to advance priorities, and planning for all revenue and funding streams. It also provides Division level workforce planning and talent development for more than 300 staff positions while partnering with divisional leaders to achieve strategic goals.
The Student Affairs Division's strategic priorities of inclusion, community and belonging, well-being, and a unified organizational culture closely align with the university's institutional priorities and strategic framework.
Essential Duties & Responsibilities
  • Designs, prepares, and presents financial information to the leadership team to assist with ongoing management and decision making regarding the college's finances and operations
  • Maintains analysis and financial forecasting across the organization, including complex compensation-related reconciliations
  • Prepares cost models based on data from general ledger, registrar, student financial services, and fixed assets
  • Completes and evaluates complex reconciliations and analysis of financial accounts, including operating, capital, special, discretionary, start-up, internal grants, and overhead project accounts to ensure transactions are accurate and in compliance with applicable institution policies and other regulatory requirements
  • Develops annual operating budget based on current salary recommendations, current and new academic and operational initiatives, and revenue forecasts
  • Prepares various standard and ad hoc reporting and analysis for management decision-making for multiple stakeholders
  • Other duties as assigned

Knowledge, Skills, & Abilities
  • Knowledge of accounting, finance, and budgeting practices and protocols to ensure accurate financial management and compliance
  • Knowledge of enterprise-wide financial applications and Microsoft Office
  • Skill in synthesizing and analyzing financial data and preparing detailed reports to support decision-making and budgeting activities
  • Skill in written, verbal, and interpersonal communication and customer service
  • Ability to manage multiple tasks and projects while maintaining accuracy and attention to detail
  • Ability to work independently with minimal supervision and exercise professional judgment regarding financial decisions

Minimum Education & Experience
  • Bachelor's degree in related field
  • 5 years of relevant experience
  • Equivalent combination of experience and education may be considered

Job Level Overview
Specialized Contributor Level 3 - A senior-level role requiring broad understanding of the profession or field of work. Independently leads diverse and often complex assignments, projects, or programs. May act as a mentor and guide less experienced staff.
FLSA Category
Exempt
Work Location
On Campus
Compensation
$65,900 - $75,000
Application Materials
When you are ready to complete an application for this position please be prepared to submit the below requested information. This will be required to ensure your application is processed in a timely manner.
Cover Letter, Curriculum Vitae or Resume
Candidates must be eligible to work in the United States.
Additional Details
In compliance with NYS's Pay Transparency Act, the salary range for this position is listed above. Rochester Institute of Technology considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. The hiring process for this position may require a criminal background check and/or motor vehicle records check. Any verbal or written offer made is contingent on satisfactory results, as determined by Human Resources. RIT provides equal opportunity to all qualified individuals and does not discriminate on the basis of race, color, creed, age, marital status, sex, gender, religion, sexual orientation, gender identity, gender expression, national origin, veteran status or disability in its hiring, admissions, educational programs and activities. RIT provides reasonable accommodations to applicants with disabilities under the Rehabilitation Act, the Americans with Disabilities Act, the New York Human Rights Law, or similar applicable law.
If you need reasonable accommodation for any part of the application and hiring process, please contact the Human Resources office at 585-475-2424 or email your request to careers@rit.edu. Determinations on requests for reasonable accommodation will be made on a case-by-case basis.

What Rochester Institute Of Technology employees say

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About Rochester Institute of Technology

Sourced by ZipRecruiter

Rochester Institute of Technology (RIT) is a preeminent institution in the education services industry, located in Rochester, NY, US. Renowned globally for its innovative and industry-aligned education, RIT was established in 1829 and has since then been committed to offering academic rigor in fields of study with an emphasis on applied learning. This is evidenced by their broad spectrum of undergraduate and graduate programs in areas such as engineering, science, business, and fine arts. RIT's mission centers on providing technology-based educational programs for career-minded students.

Industry

Colleges, universities, and professional schools

Company size

1,001 - 5,000 Employees

Headquarters location

Rochester, NY, US

Year founded

1829

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