search
backpage.com > Rochester jobs > Rochester accounting/financial

Posted: Wednesday, March 8, 2017 6:54 PM

Job Description:/h3:
John G. Ullman and Associates, Inc. is seeking experienced Financial Advisors to join our Firm. These are essential positions in our company, and will play a significant role in the companys strategic plans to grow and expand the business.

Working from the Corning Office, Financial Advisors will combine business development skills, a passion for exceptional client service, and the ability to counsel clients on all aspects of financial planning, wealth management, and special projects catered to meet the unique needs of our clients. These roles present a tremendous growth opportunity for a person with 5+ years of experience in financial services or consulting, or a more experienced executive in marketing or business development with interest in transitioning into financial services.
The Role:
Financial Advisors Will:
:Serve as the Financial Manager and Advisor for our high net:worth clients; developing highly trusted and long:term relationships.
:Administer the firms comprehensive financial management services on an ongoing basis.
:Provide customized analysis to include cash flow analysis, statements of financial condition and insurance evaluations; retirement analysis and survivorship analysis; and review of estate structure and associated documents including wills, living trusts, powers of attorney, and health care proxies.
:Prepare and review personal income tax returns; develop tax planning strategies.
:Consultation and assistance with other areas, such as employee benefits, stock option exercise, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, mortgage/insurance shopping, change of life circumstances, and other special needs.
:Develop financial plans and implementation strategies to support the financial goals and objectives of the client.
:Counsel and advise clients regarding their financial goals and objectives, portfolio structure, and the performance of their investments.
The training process will include close interaction with experienced, Senior Financial Advisors and formal training plan focused on the firms comprehensive financial management services. External training will include coursework and successful completion of the Certified Financial Planner (r) designation (if candidates do not already possess the CFP (r) designation).
Qualifications:
:Excellent academic record; four:year college degree required; graduate or advanced degree preferred
:A minimum of 5:10 years of applicable professional experience, preferably in banking, law, insurance, business development, marketing, consulting, or finance; we also welcome individuals wishing to make a mid:career change.
:Strong interest in financial planning and wealth management required; must be willing and able to successfully complete the Certified Financial Planner(r) certification. A strong preference will be given to a candidate that is currently a Certified Financial Planner(r).
:Excellent interpersonal and communication skills
:Proven track record as a self:starter, with high levels of intensity and motivation
:Demonstrated passion for providing exceptional client service
Perks and Benefits:

:Ability to have long:lasting and visible impact on clients lives
:Opportunity to be a part of the firm as we grow and expand to meet the current and future needs of our clients.
:Work for an organization that is strongly committed to ethics and values, offers a warm and welcoming environment, is flexible, and is supportive of training, development, and continuing education.
:Work with a group of talented and very experienced CFP designated Account Executives, with strong professional networks.
:Comprehensive dental and health care benefits, life insurance, 401K, SEP:IRA
:Access to all JGUA portfolio management, financial planning, and income tax services for you and your family
:Regular company outings
:Community Inv

Source: https://www.tiptopjob.com/jobs/64273513_job.asp?source=backpage


• Location: Rochester

• Post ID: 23948150 rochester
rochester.backpage.com is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017 backpage.com