32 Results for

Financial Representative Jobs in Rochester, NY

Jobs

New!

Rochester, NY6 days ago

$105,000–$250,000 Per Year

Our 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. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Rochester, NY13 days ago

Our passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people and providers to improve treatment outcomes. Maintain an in-depth and knowledge of related disease state and market dynamics, quality programs, health information technology, care trends or other account-specific considerations that allow engagement in meaningful dialogue and adding value when calling on customers.

Pittsford, New York7 days ago

$500–$1,000 Per Year
Intern

Our 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.

Pittsford, New York7 days ago

$61,000–$250,000 Per Year

Northwestern 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.

New!

Batavia, New York3 days ago

$23.05

Possession of a high school diploma or an equivalency diploma recognized by the New York State Department of Education AND completion of a minimum of 62 semester credit hours from a regionally accredited or NYS registered college or university, including a minimum of 15 semester credit hours in accounting, business administration, math, or related field, AND one (1) year of full-time, paid experience in responsible financial record keeping duties. OPEN COMPETITIVE: A, B, C, or D, including or supplemented by a course or experience in typing, AND EITHER:Possession of an Associate Degree or higher in accounting, business administration, math or related field; AND one (1) year of full-time, paid experience in responsible financial records keeping duties; OR:

Rochester, NY30+ days ago

$105,000–$250,000 Per Year

Our Private Client Financial 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. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Rochester, New York30+ days ago

Responsibilities: We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.

Rochester, New York10 days ago

$18–$24.80 Per Hour

Provide exceptional customer service by proactively solving problems, presenting loan solutions based on customer needs, and enthusiastically presenting all available sales products. Employee must be able to perform the essential duties/functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential duties/functions of their job, absent undue hardship.

Newark, New York22 days ago

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner. Responsibilities: A Customer Service Representative (CSR) is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor.

Rochester, New York30+ days ago

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner. Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism .

Rochester, NY15 days ago

Eagerness to build a strong personal brand; Excellent oral and written communication skills, and the ability to effectively communicate with various groups of people; Knowledge of project management software (Google Apps, Airtable, HubSpot); Proficiency with social media platforms, such as X, Instagram, and Facebook; Passion for conservative ideals and principles; Flexibility and eagerness to learn in a dynamic work environment; Positive and goal-oriented mindset with a strong work ethic and initiative; Reliable, punctual, and responsive, demonstrating ethical and responsible behavior; Receives and applies feedback constructively to improve performance; Effectively reports updates and progress to leadership in a timely manner; Innovative nature & desire to try new things; Proven leadership development; Strong organizational skills with the ability to manage multiple priorities and meet deadlines without the need for constant supervision; Willingness to fulfill all duties listed and any additional duties assigned; Demonstrates the physical ability to sit and stand for extended periods of time, and safely lift up to 15 lbs; Valid driver's license and ability to travel to locations as needed. Leadership experience in conservative youth organizations; A strong entrepreneurial spirit; Proven skills facilitating civic engagement and grassroots activism; Past/present involvement in conservative youth organizations; Experience starting campus organizations; Sales, Teaching, or Campaign Experience.

New!

Rochester, NY4 days ago

$16–$18 Per Hour
Full-time

Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet’s life and health. Our Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions — all while having plenty of fun along the way.

Henrietta, New York28 days ago

$80,000–$120,000 Per Year

High Earning Potential (commission): Most of our Sales Representatives earn avg $80,000-$120,000 in commission a year. You don’t need to have sales experience; you need to be self-motivated, driven, detail oriented, and someone who understands and values the customer experience.

Rochester, New York30+ days ago

Responsibilities: A Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner.

Rochester, NY30+ days ago

Full-time

The Route Sales Representative meets our customers needs through up-selling/cross-selling and provides superior customer service through proactively managing all route responsibilities. - Excellent verbal and written communication skills in English, ability to comprehend and follow direction, as well as good time management skills and team player.

Rochester, NY30+ days ago

$20.26–$29.40 Per Hour

RESPONSIBILITIES: + Medical Billing Expertise: Proficient in billing, claims processing (Inpatient, Outpatient, Critical Access, Rural Health), denials management, and knowledge of medical terminology, physician fee schedules, DRGs, and reimbursement procedures. + Account Management & Collections: Retrieves and updates patient account statuses, processes remittances, manages A/R, ensures accurate charge entry, and performs financial analysis to support revenue goals.

Rochester, NY30+ days ago

In this full-time opportunity, you’ll review codes and enter information into financial system to ensure accurate data feeds to the general ledger. To be considered for this position, please have a HS Diploma, a minimum of 3-years of office service experience, and strong computer skills.

Rochester, NY15 days ago

$16–$18 Per Hour
Part-time

Our Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions — all while having plenty of fun along the way. Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet’s life and health.

Pittsford, NY30+ days ago

$115,000–$125,000 Per Year

As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments – powered by our Honeywell Forge software – that help make the world smarter, safer and more sustainable. Your success will come from orchestrating across multiple stakeholders, building trusted relationships at all levels of the customer organization, and guiding customers through complex buying journeys that align Honeywell’s solutions with their business outcomes.

Pittsford, NY23 days ago

Full-time

Payer Relations Managers, HUB, headquarter approved materials) to refer customers to appropriate resource for reimbursement and distribution choices, working within PhRMA guidelines and values at all times. Preferred qualifications to become one of our Pharmaceutical Sales Representatives: Ability to sell pharmaceutical products that utilize the Buy & Bill or Specialty pharmacy modes of distribution.

Rochester, New York30+ days ago

$45,000–$100,000 Per Year

Overview: Retirement Inside Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle from within a designated Paychex Inside Sales Hub. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.

Rochester, New York30+ days ago

$45,000–$90,000 Per Year

If an individual is hired by PIA with an active and current license(s), that employee will be responsible for the timely updating and/or verifying of any changes that may have occurred with their state license(s) prior to their start date at PIA. We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.

Rochester, New York30+ days ago

$45,000–$90,000 Per Year

Rochester, New York30+ days ago

$16–$19 Per Hour

When you join us as a Patient Service Representative, you will be joining a dedicated team of professionals who deliver quality, value, and access in the 21st century and align all stakeholders- patients, providers, payors, and regulators to achieve the best clinical outcomes. Able to thrive in a fast-paced environment, have a knack for prioritizing work with a structured approach, and enjoy providing world-class customer service.

Rochester, New York30+ days ago

$55,000–$110,000 Per Year

Engage in outbound prospecting to identify and qualify potential clients and referral sources using various methods such as cold calls, direct mail, emails, video calls, social media outreach, seminars, demonstrations, and other marketing initiatives guided by Sales management. We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.

Rochester, New York30+ days ago

$55,000–$140,000 Per Year

Overview: Inside Sales Representatives are responsible for prospecting existing and new clients remotely and managing the entire sales cycle from within a designated Paychex inside sales hub. 2 years of experience in Digital Media, Health Insurance, HR Services, Retail, Hospitality, Recruitment, Financial Services, Insurance, Marketing, Automotive, Information Technology, Professional Services and/or Information Technology.

Rochester, NY30+ days ago

Current valid Basic Life Support (BLS) certification by an approved emergency cardiac care (ECC) provider; AND must have one of the following: - Current valid Emergency Medical Technician (EMT) OR Paramedic Certification from the Department of Health OR the National Registry of Emergency Medical Technicians (NREMT); OR. The Amazon Workplace Health & Safety (WHS) team sets the strategic direction to provide resources, best practices, and safe environments to proactively manage the health and wellbeing of our workforce.

Rochester, NY30+ days ago

Full-time

Using 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.

Pittsford, New York14 days ago

$100,000–$135,000 Per Year

Strategic Leadership & Execution: Leads departmental strategic planning in alignment with organizational goals by setting clear objectives, anticipating challenges, and developing actionable plans. In addition to delivering comprehensive wealth planning, Wealth Advisor III is accountable for achieving new business revenue goals through proactive client acquisition and strategic relationship development.

Rochester, NY30+ days ago

Full-time

Deliver 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.

Pittsford, New York30+ days ago

$21.50–$24.50 Per Hour

Overview: The Wealth Management Assistant I provides essential support to Wealth Advisors and Trust Officers by facilitating new account onboarding, assisting with investment and account reviews, coordinating marketing initiatives, and delivering high-quality client service. In collaboration with management, the assistant will engage in ongoing training and skill-building in a chosen focus area—Wealth/Financial Advisory, Financial Planning, Trust Services, Operations/Support, or Investment/Trading—to support long-term career growth and advancement within the organization.

Rochester, New York30+ days ago

The Private Client Practice Leader is responsible for managing and expanding a defined book of complex personal risk clients while driving new business and strategic relationship growth through intentional Centers of Influence (COIs). Meet or exceed quarterly new business premium targets, developed in partnership with the Personal Lines SVP and Practice Leader as well as the OneGroup leadership team.

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Financial Representative Jobs in Rochester, NY

Jobs

Wealth Advisor- Rochester, NYCitizens

Pharmaceutical Field Sales RepresentativeInizio Engage

College Financial Representative, Internship ProgramNorthwestern Mutual

Financial AdvisorNorthwestern Mutual

Senior Financial Clerk - TypistGenesee County

Private Client Financial Advisor - Rochester, NYCitizens

Financial ConsultantCommunity Financial System, Inc.

Account Sales Representative (Base + Incentives)Mariner Finance

Customer Service RepresentativeCommunity Financial System, Inc.

Relationship Banking RepresentativeCommunity Financial System, Inc.

College Field Representative, RochesterTurning Point USA

Veterinary Client Service RepresentativeGreece Animal Hospital

Sales RepresentativeLeafGuard

Relationship Banking Representative RotatingCommunity Financial System, Inc.

Route Sales RepresentativeAlsco

Medical Billing RepresentativeRochester Regional Health

Accounting Service RepresentativeOne Path Career Partners

Veterinary Client Service RepresentativeRochester Community Animal Clinic

Senior Sales Representative-Solution sellerHoneywell

Sales Representative – Biotech (Entry)Immune Biopharma

Inside Sales Representative - RetirementPaychex

Inside Sales Representative - H&BPaychex

Inside Sales Representative - InsurancePaychex

Patient Service RepresentativeBorg & Ide Imaging

Inside Sales Representative - HCM Mid-MarketPaychex

Inside Sales Representative - HR SolutionsPaychex

Onsite Medical RepresentativeAmazon

J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NYJPMorgan Chase Bank, N.A.

Wealth Advisor IIITompkins Financial Advisors

J.P. Morgan Wealth Management - Select Growth Advisor - Rochester, NYJPMorgan Chase Bank, N.A.

Wealth Management AssistantTompkins Financial Advisors

Private Client Practice LeaderCommunity Financial System, Inc.

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