Top 46 Personal Financial Advisors Jobs in Syracuse, NY

Accounting & Reporting Specialist
Eastern Shore Insurance Agency —Fulton, NY
- From $40,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
8d
Tax Expert - Expert Center (Northeast)
Intuit —Syracuse, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Expert - On-Site
Intuit —Syracuse, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12h
Tax Expert - Local Tax Office
Intuit —Syracuse, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12h
Tax Expert - Local
Intuit —Syracuse, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12h
Tax Expert - Local Branch
Intuit —Syracuse, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12h
Vacation Travel Advisor
Rich Products Corporation —New York State
- $44,030 - $59,570 a year
- Sales
- Mid-level
- Quality control
- Health insurance
- Paid time off
Academic & Professional Advisor
Syracuse University —Syracuse, NY
- $62,400 - $64,200 a year
- Online Application
- School experience
- Mid-level
- Residential
Financial Representative with Business Development Focus
Northwestern Mutual Syracuse —Syracuse, NY
- $78,000 - $91,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Profit sharing
- Health insurance
Quick Apply
10d
Associate Director, Student Success
Le Moyne College —Syracuse, NY
- $62,354 - $66,500 a year
- Weekends as needed
- Customer service
- 5 years
- Writing skills
- Health savings account
- AD&D insurance
Claim Specialist - Property Field Inspection
State Farm —East Syracuse, NY
- $63,089.65 - $90,000.00 a year
- Overtime
- Mid-level
- Residential
- Analysis skills
- Paid holidays
- Health insurance
Equipment Service Specialist
Steris —Syracuse, NY
- $76,075 - $98,450 a year
- Full-time
- Hospital
- Military
- Mid-level
- Paid holidays
- Disability insurance
Financial Advisor (On-Site in Syracuse, NY)
Empower Federal Credit Union —Syracuse, NY
- $51,766.62 - $77,649.94 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Research Foundation Agency Administrative Officer (Executive Director New York Water Association)
SUNY ESF —Syracuse, NY
- $100,000 - $110,000 a year
- Full-time
- Public speaking
- Office
- University
- Disability insurance
- Health insurance
Controller
American Food & Vending —Liverpool, NY
- $165,000 - $200,000 a year
- Full-time
- CPA
- ERP systems
- Research
- Health savings account
- Health insurance
Quick Apply
7d
College Access and Success Advisor
On Point for College, Inc. —Syracuse, NY
- $22.59 an hour
- Weekends as needed
- School experience
- High school
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
13d
Private Client Banker- Shoppingtown
KeyBank National Association —De Witt, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Private Client Banker - Manlius
KeyBank National Association —Manlius, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Outside Sales Consultant (Payroll Sales) Syracuse NY
Heartland Team —De Witt, NY
- $75,000 - $150,000 a year
- Full-time
- Background check
- 18 years or older
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Project Coordinator - Power Delivery
WSP —Syracuse, NY
- $60,000 - $75,000 a year
- Microsoft Excel
- Oracle
- 5 years
- Paid parental leave
- Disability insurance
4d

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Personal Financial Advisors jobs near Syracuse, NY

Accounting & Reporting Specialist

Eastern Shore Insurance Agency
Fulton, NY

Quick Apply

Job Details

Full-time
From $40,000 a year
8 days ago

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Employee stock ownership plan
Life insurance

Qualifications

Data integrity assurance
Associate's degree in accounting
Preparation of internal financial performance reports
Accounts receivable management
Interpersonal skills
Spreadsheets
Employee relationship building
Accurate transaction records management
Invoice payment processing
Analysis skills
Attention to detail
Financial record maintenance
Organizational skills
Data accuracy checks
Analytical thinking
Associate's degree
Stakeholder relationship building
Analytics

Full Job Description

Accounting & Reporting Specialist

Eastern Shore Insurance Agency is a 100% employee owned, client-focused agency that is recognized as a trusted insurance advisor in our communities. We value long-lasting relationships with our clients, built on a commitment to excellence, continual improvement and a high standard of customer service.

Position Description:

We’re seeking a Accounting & Reporting Specialist who is responsible for preparing, analyzing and interpreting reports and statements that are essential for forwarding the operation of the agency. This specialist helps ensure financial and management system data are accurate and complete. In turn, supporting management in their roles.

This position requires the Learning and understanding accounting principles, building analytical skills and attention to detail are critical for longer term success in this position. Effective communication and listening skills along with the ability to build positive relationships with company personnel are equally important.

Job Functions Include:

· Learns Eastern Shore’s Agency Management System (AMS)

· Performs day-to-day activities such as accounting transactions, bank reconciliations, company reconciliations, accounts receivable for commission payments and insured payments, accounts payable to vendors and carriers

· Supports financial decision-making by collecting, analyzing, investigating, and reporting financial and management system data

· Coordinates employee licensing for renewals

· Creates efficiencies within the accounting department

· Other duties as assigned or needed

Requirements:

· Associate’s degree in accounting

· Prior P&C insurance agency accounting experience is preferred

· Proficient in Office365 products including Microsoft Excel and Power Query

· Strong attention to detail, data accuracy

· Excellent organizational and communication skills

· Multitasking and time-management skills, with the ability to prioritize tasks

· Ability to learn and consolidate multiple sources of information for reporting

· Assertive, self-starter with the ability to influence others

· Has integrity, remains confidential and leads by example

· Professional attitude and appearance

· Demonstrates a positive and professional image

· Builds and maintains strong, effective relationships with employees, carrier personnel and key staff members to foster a positive and productive work environment

· Understands company vision and what it means to be an employee-stockowner, work toward common shared goals

· Maintains good attendance

Available Employee Benefits:

· Employer-funded retirement stock plan (Employee Stock Ownership Plan)

· 401K

· Paid Time Off, plus paid holidays

· Term Life Insurance, employer-funded

· Health Insurance

· Dental Insurance

· Vision Insurance

· Disability Insurance

· Flexible Spending Account (FSA)

· Health Savings Account (HSA)

· Growth potential

Company Description:

Headquartered in Fulton, Eastern Shore Insurance Agency is a Trusted Choice® agency and a 100% employee-owned ESOP (Employee Stock Ownership Plan) company. Eastern Shore works with more than 30 insurance companies and offers a full range of business and personal insurance, including property, liability, automobile, recreational vehicle, farm, worker’s compensation, and bonds. Eastern Shore also meets the risk management and insurance needs of many New York municipalities, schools and emergency services.

Eastern Shore Insurance, www.easternshoreia.com, is an independent agency with offices in Camden, Fulton, Liverpool, Pulaski, Walworth and Waterloo.

Pay: From $40,000.00 per year

Benefits:

401(k)
Dental insurance
Disability insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in Syracuse, NY

Accounting & Reporting Specialist

Tax Expert - Expert Center (Northeast)

Tax Expert - On-Site

Tax Expert - Local Tax Office

Tax Expert - Local

Tax Expert - Local Branch

Vacation Travel Advisor

Academic & Professional Advisor

Financial Representative with Business Development Focus

Associate Director, Student Success

Claim Specialist - Property Field Inspection

Equipment Service Specialist

Financial Advisor (On-Site in Syracuse, NY)

Research Foundation Agency Administrative Officer (Executive Director New York Water Association)

Controller

College Access and Success Advisor

Private Client Banker- Shoppingtown

Private Client Banker - Manlius

Outside Sales Consultant (Payroll Sales) Syracuse NY

Project Coordinator - Power Delivery

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