Top 16 Financial advisor/agent Jobs in Rochester, Ny

Client Advisor with Sports Background
Northwestern Mutual of Rochester —Rochester, NY
- $65,000 - $87,000 a year
- Full-time
- Hybrid work
- Senior level
- Communication skills
- Time management
- Health insurance
- Dental insurance
Quick Apply
13d
Field Service Onsite Relationship Specialist 94403
New York Life —Victor, NY
- $42,500 - $60,000 a year
- Overtime
- Office
- 3 years
- Organizational skills
- Loan repayment program
- Health insurance
7d
Mortgage Loan Officer - Rochester, NY
KeyBank National Association —Rochester, NY
- $15.50 an hour
- Full-time
- Writing skills
- Mid-level
- Office
Partner Tax Preparation Advisor Senior Manager
PRICE WATERHOUSE COOPERS —Rochester, NY
- $91,000 - $321,500 a year
- Remote
- 6 years
- CPA
- Finance
- Paid holidays
- Health insurance
Tax - Manager, Legal Business Services - Technology
Deloitte —Rochester, NY
- $134,475 - $274,750 a year
- Full-time
- Hybrid work
- CPA
- Up to 50% travel
- 5 years
Tax Senior - Federal / Corporate Tax
Deloitte —Rochester, NY
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Research
Tax Manager - Federal / Corporate Tax
Deloitte —Rochester, NY
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Writing skills
Tax Manager - Private Wealth
Deloitte —Rochester, NY
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
KPC (Key Private Client) Regional Director, Planning & Investments
KeyBank National Association —Rochester, NY
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Writing skills
- Office
4d

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Claim Specialist - Property Field Inspection
State Farm Mutual Automobile Insurance Company —Chillicothe, OH
A valid driver's license is required. Employees must successfully complete all required training, including applicable proficiency, licensing exam(s), Motor…
$59,059.65 - $90,000.00 a year
13d
Insurance Agent with Training
Seckel Region - Modern Woodmen of America —Lancaster, OH
In her free time, Melissa enjoys outdoor activities, painting, and spending time with her husband and four kids. Strong benefits and retirement package.
$78,900 - $106,800 a year
Quick Apply
17h

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Client Advisor with Sports Background

Northwestern Mutual of Rochester
Rochester, NY

Quick Apply

Job Details

Full-time
$65,000 - $87,000 a year
13 days ago

Benefits

Health insurance
Dental insurance
Work from home
Vision insurance
Opportunities for advancement
Flexible schedule
Retirement plan

Qualifications

Customer communication
Life insurance knowledge
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Benefits:

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Join the Winning Team at Northwestern Mutual of Rochester!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual of Rochester!

Why Current and Former Athletes Could Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive with us:

Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Our thriving office is located at: Suite 200, 1162 Pittsford Victor Road, Pittsford, NY 14534

Meet Our Team:

Mike D’Archangelo, Director of Selection:

Time with NM: 5.5 years
Prior to NM: Athletic Director, Coach, Teacher, and Mentor at a college
Passionate About: Golfing, boating, dogs, family, lake life, and good food

Greg Constantino, Managing Director:

Time with NM: 25 years
Prior to NM: Professional baseball
Passionate About: Family, faith, fitness, fun, Canandaigua Lake, sports, concerts, and coaching

Alex Spoto, College Unit Director:

Time with NM: 4.5 years
Prior to NM: Intern at the University of Dayton
Passionate About: Hockey, softball, family, the Bills, fun, friends, and hunting

Charlie Diehl, Growth and Development Director:

Time with NM: 6 years
Prior to NM: Intern at SUNY Brockport
Passionate About: My son and husband, my family, my horses, farm life, and traveling with friends

Position Responsibilities:

Educate clients on financial planning and insurance options.
Provide excellent customer service and build lasting relationships.
Collaborate with a local supportive team.

Position Requirements:

Strong communication and interpersonal skills.
Goal-oriented with a desire to succeed.
Life, Accident & Health license.

Our 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.

Position Perks:

Business Start-up allowance
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries and affiliates in Milwaukee, WI. Mike D’Archangelo is not a licensed insurance agent, registered representative of a broker-dealer or representative of a federal savings bank.

Flexible work from home options available.

Quick Apply

Refine Your Search

financial advisor/agent jobs in rochester, ny

Client Advisor with Sports Background

Field Service Onsite Relationship Specialist 94403

Mortgage Loan Officer - Rochester, NY

Partner Tax Preparation Advisor Senior Manager

Tax - Manager, Legal Business Services - Technology

Tax Senior - Federal / Corporate Tax

Tax Manager - Federal / Corporate Tax

Tax Manager - Private Wealth

KPC (Key Private Client) Regional Director, Planning & Investments

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