Wealth Management Associate
$75K - $85K/yr
This role combines client service, financial analysis, and operational support to ensure an ... an entry-level financial planning professional and potentially develop into management and ...
$75K - $85K/yr
This role combines client service, financial analysis, and operational support to ensure an ... an entry-level financial planning professional and potentially develop into management and ...
$75K - $85K/yr
This role combines client service, financial analysis, and operational support to ensure an ... an entry-level financial planning professional and potentially develop into management and ...
$30 - $34.86/hr
... finance and accounting, information technology, and marketing professionals, all of whom play a key ... Strong analytical skills, attention to detail, and critical thinking. * Ability to manage multiple ...
$30 - $34.86/hr
... finance and accounting, information technology, and marketing professionals, all of whom play a key ... Strong analytical skills, attention to detail, and critical thinking. * Ability to manage multiple ...
Rochester, NY · On-site
$45K - $50K/yr
The Manager Trainee is a full-time, entry-level position designed to prepare you for a leadership ... Payroll, invoicing, inventory, and financial analysis. * Microsoft Office Suite : While previous ...
Rochester, NY · On-site
$45K - $50K/yr
The Manager Trainee is a full-time, entry-level position designed to prepare you for a leadership ... Payroll, invoicing, inventory, and financial analysis. * Microsoft Office Suite : While previous ...
Rochester, NY · On-site
$45K - $50K/yr
The Manager Trainee is a full-time, entry-level position designed to prepare you for a leadership ... Payroll, invoicing, inventory, and financial analysis. * Microsoft Office Suite : While previous ...
Rochester, NY · On-site
$45K - $50K/yr
The Manager Trainee is a full-time, entry-level position designed to prepare you for a leadership ... Payroll, invoicing, inventory, and financial analysis. * Microsoft Office Suite : While previous ...
$45K - $50K/yr
The Manager Trainee is a full-time, entry-level position designed to prepare you for a leadership ... Payroll, invoicing, inventory, and financial analysis. * Microsoft Office Suite : While previous ...
$45K - $50K/yr
The Manager Trainee is a full-time, entry-level position designed to prepare you for a leadership ... Payroll, invoicing, inventory, and financial analysis. * Microsoft Office Suite : While previous ...
$45K - $50K/yr
The Manager Trainee is a full-time, entry-level position designed to prepare you for a leadership ... Payroll, invoicing, inventory, and financial analysis. * Microsoft Office Suite : While previous ...
$45K - $50K/yr
The Manager Trainee is a full-time, entry-level position designed to prepare you for a leadership ... Payroll, invoicing, inventory, and financial analysis. * Microsoft Office Suite : While previous ...
Rochester, NY · On-site
$60K/yr
Preparing financial statements based on your team's needs * Using modern accounting technology to ... Handling client special projects by preparing and/or reviewing budget analyses, cashflow ...
Rochester, NY · On-site
$60K/yr
Preparing financial statements based on your team's needs * Using modern accounting technology to ... Handling client special projects by preparing and/or reviewing budget analyses, cashflow ...
Rochester, NY · On-site
$30 - $34.86/hr
... finance and accounting, information technology, and marketing professionals, all of whom play a key ... Strong analytical skills, attention to detail, and critical thinking. * Ability to manage multiple ...
Rochester, NY · On-site
$30 - $34.86/hr
... finance and accounting, information technology, and marketing professionals, all of whom play a key ... Strong analytical skills, attention to detail, and critical thinking. * Ability to manage multiple ...
Rochester, NY · On-site
$23 - $28/hr
With 1,500 employees-in technical, consulting, operational, sales, finance, and corporate roles-we ... or entry-level acceptable) * Familiarity with basic troubleshooting in a ticketed support ...
Rochester, NY · On-site
$23 - $28/hr
With 1,500 employees-in technical, consulting, operational, sales, finance, and corporate roles-we ... or entry-level acceptable) * Familiarity with basic troubleshooting in a ticketed support ...
Rochester, NY · On-site
$23 - $28/hr
With 1,500 employees--in technical, consulting, operational, sales, finance, and corporate roles ... or entry-level acceptable) * Familiarity with basic troubleshooting in a ticketed support ...
Rochester, NY · On-site
$23 - $28/hr
With 1,500 employees--in technical, consulting, operational, sales, finance, and corporate roles ... or entry-level acceptable) * Familiarity with basic troubleshooting in a ticketed support ...
Batavia, NY · On-site
$78K - $85K/yr
Analyze and review client accounting records and financial statements * Evaluate internal control systems, audit risk, materiality, and compliance with GAAS through inquiry, observation, and review
Batavia, NY · On-site
$78K - $85K/yr
Analyze and review client accounting records and financial statements * Evaluate internal control systems, audit risk, materiality, and compliance with GAAS through inquiry, observation, and review
Rochester, NY · On-site
$25 - $32/hr
Our work leverages cutting-edge technologies, advanced analytics, and the expertise of world-class ... Merit-based financial rewards. * Flexibility and company-wide commitment to work/life balance.
Rochester, NY · On-site
$25 - $32/hr
Our work leverages cutting-edge technologies, advanced analytics, and the expertise of world-class ... Merit-based financial rewards. * Flexibility and company-wide commitment to work/life balance.
$55K - $187K/yr
... analyze financial data for tax compliance - Developing and implementing state tax planning ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...
$55K - $187K/yr
... analyze financial data for tax compliance - Developing and implementing state tax planning ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...
Batavia, NY · On-site
$78K - $85K/yr
Analyze financial data and apply tax regulations to client scenarios. * Collaborate with audit and advisory teams to ensure integrated client service. * Participate in client meetings and contribute ...
Batavia, NY · On-site
$78K - $85K/yr
Analyze financial data and apply tax regulations to client scenarios. * Collaborate with audit and advisory teams to ensure integrated client service. * Participate in client meetings and contribute ...
Rochester, NY · On-site +1
$54K - $71K/yr
Description EFPR Group is seeking entry level Staff Accountants to join its Auditing team in ... Review and inspect completed financial statements. *Flexible Schedule and Remote opportunities ...
Rochester, NY · On-site +1
$54K - $71K/yr
Description EFPR Group is seeking entry level Staff Accountants to join its Auditing team in ... Review and inspect completed financial statements. *Flexible Schedule and Remote opportunities ...
Rochester, NY · On-site
$54K - $71K/yr
EFPR Group is seeking entry level Staff Accountants to join its Auditing team in Buffalo. The staff ... Review and inspect completed financial statements. *Flexible Schedule and Remote opportunities ...
Rochester, NY · On-site
$54K - $71K/yr
EFPR Group is seeking entry level Staff Accountants to join its Auditing team in Buffalo. The staff ... Review and inspect completed financial statements. *Flexible Schedule and Remote opportunities ...
Rochester, NY · On-site +1
$55K - $187K/yr
Industry/Sector Not Applicable Specialism IFS - Finance Management Level Senior Associate & Summary ... As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards.
Rochester, NY · On-site +1
$55K - $187K/yr
Industry/Sector Not Applicable Specialism IFS - Finance Management Level Senior Associate & Summary ... As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards.
Rochester, NY · On-site
$18 - $22/hr
Contributes to student recruitment efforts and accreditation activities such as data analysis ... Ability to maintain accurate and organized records, ensuring that academic and financial ...
Rochester, NY · On-site
$18 - $22/hr
Contributes to student recruitment efforts and accreditation activities such as data analysis ... Ability to maintain accurate and organized records, ensuring that academic and financial ...
Rochester, NY · On-site
$17.90 - $28.60/hr
Contributes to student recruitment efforts and accreditation activities such as data analysis ... Ability to maintain accurate and organized records, ensuring that academic and financial ...
Rochester, NY · On-site
$17.90 - $28.60/hr
Contributes to student recruitment efforts and accreditation activities such as data analysis ... Ability to maintain accurate and organized records, ensuring that academic and financial ...
$17.90 - $28.60/hr
Contributes to student recruitment efforts and accreditation activities such as data analysis ... Ability to maintain accurate and organized records, ensuring that academic and financial ...
$17.90 - $28.60/hr
Contributes to student recruitment efforts and accreditation activities such as data analysis ... Ability to maintain accurate and organized records, ensuring that academic and financial ...
$13.28 - $16.95
5% of jobs
$19.03 is the 25th percentile. Wages below this are outliers.
$16.95 - $20.61
35% of jobs
The median wage is $22.45 / hr.
$20.61 - $24.28
20% of jobs
$24.28 - $27.94
14% of jobs
$28.40 is the 75th percentile. Wages above this are outliers.
$27.94 - $31.61
11% of jobs
$31.61 - $35.28
5% of jobs
$35.28 - $38.94
3% of jobs
$38.94 - $42.61
3% of jobs
$42.61 - $46.27
2% of jobs
$46.27 - $49.94
1% of jobs
$49.94 - $53.60
1% of jobs
$13
$27
$53
$75K - $85K/yr
Part-time
Retirement
Posted 22 days ago
Support senior advisors in delivering financial planning and investment management services to clients.
Provide client service, financial analysis, and operational support to ensure an exceptional client experience.
Assist individuals, families, or business owners in discussing their financial goals and creating a plan to achieve them.
The Wealth Management Associate supports senior advisors in delivering comprehensive financial planning and investment management services to high-net-worth individuals and families. This role combines client service, financial analysis, and operational support to ensure an exceptional client experience and efficient practice management. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.
This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available.
Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 days
Employment Type: PART_TIME