Financial Advisor Jobs in Pittsford, NY

Drive client engagements by leading compensation consulting projects, building strategic relationships, and ensuring high-quality deliverables while generating revenue through new client acquisition a...

Elevate client investment strategies by enhancing alternative product sales to financial advisors, ensuring clients receive expert support and education to navigate complex offerings and build success...

Engineer strategic financial leadership, guiding accounting teams to ensure compliance, accuracy, and insightful reporting while fostering a high-performing organizational culture and driving process...

Elevate your legal career by providing strategic guidance on HELOC products, ensuring compliance with complex regulations. Work collaboratively to innovate home lending solutions and mitigate legal ri...

Shape the future of retirement plan administration by leveraging your actuarial expertise to enhance software solutions, drive compliance, and deliver unrivaled support to clients in the small plan ma...

Contribute to retirement plan sales by partnering with advisors, guiding them on practice management, and optimizing service models. Develop strong relationships and provide actionable insights to dri...

Lead the charge in delivering Oracle Fusion ERP solutions for healthcare clients. Drive projects from implementation to optimization, ensuring effective process design and cross-team collaboration to...

Transform corporate accounting operations by leading the team to optimize processes, ensure compliance, and drive efficiency while achieving strategic financial objectives with hands-on, autonomous le...

Advance fiduciary services by administering estates, trusts, and guardianships while ensuring compliance and legal responsibilities. Develop client relationships, retain business, and drive growth thr...

Drive financial accuracy and compliance as a Senior Accountant. Lead month-end close, maintain internal controls, and support auditors while refining processes. Ideal for proactive self-starters seeki...

Elevate technology solutions by providing expert guidance in complex portfolio architecture. Drive strategic software development, maintain standards across various platforms, and foster collaboration...

Analyze and optimize credit risk strategies within a dynamic team. Leverage quantitative skills to improve portfolio performance, develop dashboards and complex queries, and drive actionable insights...

Join a team that's shaping financial strategies by driving analysis, reporting, and forecasting to optimize operations. Collaborate with business units, identify cost-saving opportunities, and enhance...

Support financial consolidation and analysis, optimizing capital allocation and strategic planning. Collaborate with cross-functional teams to ensure accurate reporting and effective budget management...

Join us to lead and grow our dynamic Vendor Legal team, managing operations and team priorities while fostering collaboration. Engage with cross-functional partners to optimize vendor agreements and d...

Unlock potential by leveraging your mortgage expertise to drive rapid loan closings, enhance client relationships, and utilize cutting-edge technology to streamline operations for success in a remote...

Deliver strategic sales leadership to cultivate client relationships in community banks and credit unions, driving revenue growth and achieving sales goals through effective team coordination and mark...

Drive financial excellence by leading planning, analysis, and strategic initiatives to support growth in a dynamic healthcare services organization. Collaborate with cross-functional teams to inform e...

Optimize team performance by leading the residential mortgage underwriting process, ensuring compliance and accuracy in credit decisions while driving operational excellence and fostering collaboratio...

Join a team that's dedicated to enhancing the client experience by onboarding new clients and ensuring seamless financial services in a dynamic environment. Collaborate with advisors to meet evolving...

Unlock potential by driving innovative sales strategies for Commercial Accounts. Engage clients across a defined region through digital communication, cultivating relationships that lead to exceedance...

Empower your career by leading the LIHTC Production team, driving deals and developing business opportunities. Collaborate across departments, execute investment strategies, and influence the market l...

Champion the financial strategy of R&D by partnering with technical leaders, driving P&L management, and establishing efficient economic models for AI infrastructure. Leverage data to optimize decisio...

The Licensed Life Insurance Sales Agent will guide customers through the life insurance buying process, educating them on products and ensuring a transparent experience. This role involves engaging wi...

Empower your career with a critical role in healthcare capital markets, analyzing, underwriting, and executing real estate transactions to deliver actionable insights and support investment sales stra...