Financial Planner Jobs in Rochester
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Search Results - Financial Planner Jobs in Rochester
ESL Investment Services LLC-Rochester
and future business needs.
Pay:
Starting Pay: $137,500 Pay Range: $108,684 - $153,457
Purpose:
The Lead Financial Planner is responsible for developing comprehensive, integrated, multigenerational wealth management strategic plans for clients, deliver...
SFG Wealth Management - Northwestern Mutual-Rochester
About the Company
SFG Wealth Management at Northwestern Mutual, is a comprehensive financial planning and wealth management firm based in Rochester, NY. Through our unparalleled level of client service, we work with emerging and established...
mindmatch.ai -
Mitchell Martin-Rochester
with financial and operational analysis.
Responsibilities:
Measure, analyze, and forecast performance to align with operating plans.
Develop data visualizations and dashboards using Tableau or similar tools.
Support strategic and financial planning through...
resume-library.com -
Modern Wealth Management-Rochester
prospect transitions to a client.
• Solves complicated financial planning, estate, tax, and retirement issues.
• Monitor lead flow, contact, and follow up.
• Serves on investment management committee or helps determine firm investment strategies for clients...
mindmatch.ai -
Two95 International Inc.-Rochester
with cross functional teams for cost roll up and annual planning.
Experience in SAP BPC and understanding of Financial planning and consolidation processes is preferred.
Candidate must have experience in designing accounting interfaces between ERP systems...
resume-library.com -
Equitable Advisors-Rochester
are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC...
mindmatch.ai -
Charter Champions-Rochester
spending and health saving accounts
• Financial planning & wellness
• 403(b) retirement savings program + employer match
• 529 college savings program
• Public Service Loan Forgiveness application assistance
• Financial planning tools and assistance...
resume-library.com -
Epic Oncology Staffing-Rochester
and personal days.
Retirement Plans: 401(k) or 403(b) options and financial planning assistance.
Career Advancement: Paths for growth, mentorship, and skill development.
Employee Recognition: Awards, events, and appreciation programs.
About Epic Oncology...
Uncommon Schools-Rochester
Financial Planning
• 403(b) retirement savings program + employer match
• Paid leave of absence options (parental, medical, disability, etc.)
• Mental health and counseling support + wellness benefits
• A detailed list of all benefits is located HERE...
mindmatch.ai -
M&J Engineering P.C.-Rochester
responsibility for planning, implementation, managing, and running all the finance activities of M&J, including budgeting, forecasting, and negotiations. The CFO’s duties extend to obtaining and maintaining investor relations and partnership compliance...
appcast.io -
Uncommon Schools-Rochester
dental, and vision insurance plans + pre-tax flexible spending (FSA), dependent care (DCFSA), and health saving accounts (HSA)
• Financial Planning
• 403(b) retirement savings program + employer match
• Paid leave of absence options (parental, medical...
mindmatch.ai -
Lineslip Solutions Inc.-Rochester
Director of Finance
We are seeking a highly motivated and experienced Director of Finance to join our growing SaaS company. This critical leadership role will oversee the company’s financial planning and analysis (FP&A) processes, support...
trinethire.com -
Visron Technical LLC-Rochester
careful long-term planning. We are a fee-based financial advisory firm that designs and implements comprehensive retirement strategies. Are you good at helping people feel cared for? Can you persevere with vendors who struggle to do a competent job to make...
smartsearchonline.com -
Robert Half-Rochester
and clarity
• Assisting with grant components to support organizational funding
• Participating in Board's Finance Committee meetings to contribute to financial planning and strategy
• Managing all necessary insurances, conducting insurance audits...
roberthalf.com -
Michael Page-Rochester
Process Engineer is:
• Competitive 401k match to support long-term financial planning
• Potential Education Reinbursement
• Excellent PTO Package: including 33 paid days off in the first year
• Strong health care benefits
• Opportunity to join...
michaelpage.com -
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