Financial Advisor Northwestern MutualFinancial AdvisorPittsford, New York$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorNY$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Merrill Advisor Development Program - Financial Advisor: Western NY Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Western NY MarketNY$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Western NY Market Pittsford, New York; Jamestown, New York; Buffalo, New York; Williamsville, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors Tompkins Financial CorpDirector of Wealth Management Talent Acquisition & Development - Tompkins Financial AdvisorsNY$130,000–$150,000 / yearWorking closely with executive leadership and cross-functional partners, the Director develops scalable talent strategies that enhance advisor performance, strengthen organizational capability, and support TFA's long-term growth objectives. Organizational Alignment and Scalability - Establish consistent talent processes, partnerships, and frameworks that support operational efficiency, organizational culture, and sustainable growth across the TFA footprint.
Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors Tompkins Financial AdvisorsDirector of Wealth Management Talent Acquisition & Development - Tompkins Financial AdvisorsPittsford, New York$130,000–$150,000 / yearFull timeWorking closely with executive leadership and cross-functional partners, the Director develops scalable talent strategies that enhance advisor performance, strengthen organizational capability, and support TFA’s long-term growth objectives. Organizational Alignment and Scalability - Establish consistent talent processes, partnerships, and frameworks that support operational efficiency, organizational culture, and sustainable growth across the TFA footprint.
NewFinancial Aid Advisor Bryant & Stratton CollegeFinancial Aid AdvisorRochester, NY$22.11–$23.07 / hourFounded in 1854, Bryant & Stratton College offers real-world education leading to bachelors, associates, and professional certificates after completion in the fields of healthcare, technology, legal, business, graphic design, and more. Counsel and advise current students on their financial aid package and assist in directing students to appropriate departments concerning any areas the student needs assistance with.
Student Financial Aid Advisor Rochester Institute of TechnologyStudent Financial Aid AdvisorRochester, New YorkUnder the direction of the Senior Assistant Director, the Student Financial Aid Advisor serves as the primary point of contact for prospective and current students, families, alumni, faculty, staff, and external agencies regarding all aspects of federal, state, institutional, and private financial aid programs. 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.
Wealth Advisor III Tompkins Financial AdvisorsWealth Advisor IIIPittsford, New York$100,000–$135,000 / yearFull timeOverview: Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891. Working alongside a dedicated team — a financial planner, trust officer, and portfolio manager — you will provide the strategic guidance and personal attention that distinguishes a Tompkins relationship from a transactional one.
Wealth Advisor III Tompkins Financial CorpWealth Advisor IIINY$100,000–$135,000 / yearWorking alongside a dedicated team - a financial planner, trust officer, and portfolio manager - you will provide the strategic guidance and personal attention that distinguishes a Tompkins relationship from a transactional one. Position Summary: The Wealth Advisor III is our most senior client-facing position, serving as the primary advisor for clients whose financial lives span multiple generations, business interests, and planning disciplines.
J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rochester, NYRochester, NYThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NYRochester, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Advisor II Canandaigua National CorporationWealth Advisor IINY$110,000–$135,000 / yearProvides investment management and financial services to customers of the Bank as follows: Nurtures and maintains client relationships, providing proper financial planning and investment solutions to ensure the client's financial needs are being met. Prepares and maintains documentation, status records and reports on investment and accounts and financial planning activities; prepares various reports, statements, and forms including tax, regulatory, and other governmental forms as required.
Wealth Advisor- Rochester, NY Citizens Financial Group IncWealth Advisor- Rochester, NYRochester, NY$105,000–$250,000 / yearOur Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members.
Vice President, Advisor Consultant Manning & NapierVice President, Advisor ConsultantFairport, New YorkSummary As the Vice President, Advisor Consultant, you will represent Manning & Napier and Callodine Group of Company’s investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory. Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal.
VICE PRESIDENT, ADVISOR CONSULTANT Manning & Napier, Inc.VICE PRESIDENT, ADVISOR CONSULTANTFairport, NY$100,000–$150,000 / yearAs the Vice President, Advisor Consultant, you will represent Manning & Napier and Callodine Group of Company's investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory. Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal.
Wealth Advisor (Upstate New York) Mercer AdvisorsWealth Advisor (Upstate New York)Rochester, New YorkAdvanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
J.P. Morgan Wealth Management - Select Growth Advisor - Rochester, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Select Growth Advisor - Rochester, NYRochester, NYFull timeDeliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Client Advisor with Sports Background Northwestern MutualClient Advisor with Sports BackgroundRochester, New YorkOur Unique Angle: Meticulous Training and Support We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
Academic Advisor I University of RochesterAcademic Advisor IRochester, NY$19.96–$27.94 / hourResponsibilities: Provides comprehensive academic advising to a dynamic and diverse body of undergraduate students in the College Center for Advising Services (CCAS); advises students on academic matters including program planning, goal setting, academic progress, policies and procedures; refers students to faculty and other offices for specialized assistance. Advises a caseload of assigned undergraduate students in Arts and Sciences and provides information about program planning, academic resources, special academic opportunities, rules and policies, financial aid, and graduation requirements.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerRochester, NY$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerRochester, NY$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Vetco Vaccine Clinic Advisor Part Time Petco Animal Supplies, Inc.Vetco Vaccine Clinic Advisor Part TimeNY$15–$18 / hourWe are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. The journey starts with knowledgeable, passionately engaged associates who are proud to recommend Petco as a place to work, who believe in our Vision and who are committed to delivering a superior customer experience.
Vetco Clinic Advisor weekends required Petco Animal Supplies, Inc.Vetco Clinic Advisor weekends requiredHenrietta, NY$15–$18 / hourWe are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. The journey starts with knowledgeable, passionately engaged associates who are proud to recommend Petco as a place to work, who believe in our Vision and who are committed to delivering a superior customer experience.
Vetco Vaccine Clinic Advisor Full Time Petco Animal Supplies, Inc.Vetco Vaccine Clinic Advisor Full TimeNY$15–$18 / hourWe are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. The journey starts with knowledgeable, passionately engaged associates who are proud to recommend Petco as a place to work, who believe in our Vision and who are committed to delivering a superior customer experience.
Immigration Advisor University of RochesterImmigration AdvisorNY$24.91–$34.87 / hourResponsibilities: Under general direction of the Assistant Director of Student and Scholar Advising Services, with latitude for independent judgement, provides immigration sponsorship and related services for over 3,000 currently enrolled and recently graduated F-1 and J-1 international students, current and prospective J-1 scholars, and their dependent family members. Develops and delivers various workshop presentations, written and recorded online resources, and communication tools; assists with orientation events and other programs under direction of ISO's Support & Engagement team.
Clinic Advisor Non Driver Part Time Petco Animal Supplies, Inc.Clinic Advisor Non Driver Part TimeHenrietta, NY$15–$18 / hourWe are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. About Petco: We're proud to be "where the pets go" to find everything they need to live their best lives for more than 60 years - from their favorite meals and toys, to trusted supplies and expert support from people who get it, because we live it.
Financial Planner Career Changer Opportunity Northwestern MutualFinancial Planner Career Changer OpportunityRochester, New YorkWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.
Patient Onboarding Advisor Lattimore Physical TherapyPatient Onboarding AdvisorMendon, NY$20–$21Collaborate with clinical teams and administrative staff to ensure seamless communication and. • Schedule patient evaluations and follow-up appointments appropriately, balancing clinic.
ERP Financial Consultant ComTec Solutions LtdERP Financial ConsultantRochester, NY$85,000–$115,000 / yearJOB SUMMARY: As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support. ESSENTIAL FUNCTIONS: Be the trusted advisor to clients on system configuration and implementation, using Epicors signature methodology for problem identification, implementation, documentation, testing and training.
NewSeasonal Tax Advisor & Community Engagement Specialist IntuitSeasonal Tax Advisor & Community Engagement SpecialistRochester, NYA leading financial software company is seeking TurboTax Live Seasonal Local Service Associates in Rochester. Responsibilities include serving clients both in-person and virtually, while ensuring a best-in-class customer experience.
NewTurboTax Live Seasonal Local Tax Advisor IntuitTurboTax Live Seasonal Local Tax AdvisorRochester, NYA leading financial technology company is seeking TurboTax Live Seasonal Local Service Associates to provide tax advice and customer service to individuals. This role involves working on-site, engaging with the community, and using technology to offer tax preparation services.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramPittsford, New York$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
INTERNAL REGIONAL CONSULTANT Manning & Napier, Inc.INTERNAL REGIONAL CONSULTANTFairport, NY$50,000–$60,000 / yearAchieve high levels of substantive client interaction via phone, email, screen sharing and, at times, in-person meetings highlighting Manning & Napier's products and value proposition. Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring.
Internal Regional Consultant Manning & NapierInternal Regional ConsultantFairport, New YorkAchieve high levels of substantive client interaction via phone, email, screen sharing and, at times, in-person meetings highlighting Manning & Napier’s products and value proposition. Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring.
Tax Senior - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Senior - Federal / Corporate TaxRochester, NY$74,925–$134,250 / yearAs a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxNY$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Market Executive Morgan StanleyMarket ExecutiveRochester, NY$290,000–$300,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Effectively applies product/business knowledge to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateRochester, New YorkOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Private Wealth Management Client Associate Bank of America CorpPrivate Wealth Management Client AssociateNY$25–$44 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Producer Assistant Equitable Financial Life Insurance CompanyProducer AssistantRochester, NY$40,000–$50,000 / yearManaging Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. ''418320'',''true'',''418320'',''false'',''Submission for the position: Producer Assistant - (Job Number: 260000AZ)'',''false'',''418320'',''false'',''true'',''Producer Assistant '',''260000AZ'',''UNITED STATES-NY-Rochester'',''UNITED STATES-NY-Rochester'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*!
NewAssociate Market Manager Morgan StanleyAssociate Market ManagerRochester, NY$150,000–$160,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership.
Wealth Management Solutions, Trust & Estates, Trust Administrator - Associate JPMorgan Chase & CoWealth Management Solutions, Trust & Estates, Trust Administrator - AssociateRochester, NYMorgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
NewController Insero Talent SolutionsControllerRochester, NYThey pride themselves on long-term relationships, operational stability, and continuous improvement, and are seeking a financial & operations strategist who can bridge the gap between finance, operations and technology to drive their business forward. As senior financial manager and strategic partner, you will transform financial and operational data into actionable insights that inform business decisions.
Senior Employee Benefits Consultant Insero Talent SolutionsSenior Employee Benefits ConsultantRochester, NYThis individual will work alongside an experienced team of consultants, service professionals, and industry specialists while serving as a trusted advisor to business owners, executive leadership teams, and human resources professionals. The firm delivers strategic employee benefits, compliance, human resources, and retirement consulting solutions to a diverse client base ranging from growing businesses to large and complex organizations.
Mortgage Loan Consultant Community Bank, N.A.Mortgage Loan ConsultantCanandaigua, NYGrow Your Pipeline - Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business.
Client Service Associate Thorley Wealth Management IncClient Service AssociateRochester, NY$55,000–$75,000 / yearHelp advisor prepare for client meetings; process new business, completing all forms correctly and submit them for processing within one business day; track all pending business paperwork; follow up on outstanding items; maintain pending business summary and update advisor weekly; file client statements, correspondence, and agreements completely within five business days. This integral position will provide exceptional customer service to clients, work directly with, and support the administrative needs of our financial advisors and assist with the workflow needs of the office.
Sales Assistant - Client Relationship Support M&T Bank CorpSales Assistant - Client Relationship SupportNY$21.49–$35.81 / hourIn this role, you'll partner closely with Advisors to deliver a seamless client experience-managing follow-ups, supporting onboarding, and preparing for client engagements. We're seeking a Client Relationship Associate (Sales Assistant) to support Financial Advisors while helping grow client relationships across an assigned branch or region.
Sales Leader- Western Upstate New York State FarmSales Leader- Western Upstate New YorkRochester, New YorkRemote$200,000–$402,500 / yearFull timeThis position requires you to obtain/maintain all applicable FINRA licensing exams (Securities Industry Essentials, Series 6, Series 63, and Series 65 or equivalent), sponsorship from State Farm VP Management Corp (SFVPMC) and State Farm Investment Management Corp. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!
Vice President, Portfolio Management (Commercial and Industrial Upper Middle Market) KeyCorpVice President, Portfolio Management (Commercial and Industrial Upper Middle Market)NY$96,000–$181,000 / yearAdditionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.
Senior Services Growth Associate Caring TransitionsSenior Services Growth AssociateRochester, NYFull timeAt six months: independently manage a referral partner portfolio and drive measurable new referral revenue; own the touring workflow end-to-end for assigned cases; and contribute to at least 15 to 20 completed placements per quarter as part of the shared team goal. In your first 90 days: complete onboarding and develop fluency with all senior living community options in Monroe County and surrounding areas; establish a weekly outreach rhythm with at least 10 to 15 active referral partner contacts; and conduct your first 5 to 10 supervised community tours with positive client feedback.