• Retirement Services District Manager

    ADP (Buffalo, NY)
    ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control your financial future with unlimited upside earnings ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
    ADP (09/04/25)
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  • Sales Support Associate

    Foresters Financial Services (Albany, NY)
    …Description What we need: This role supports the Registered Financial Services Sales Representative 's business with day-to-day administrative assistance while ... enhancing the service experience of clients*. *This role requires ...of support is dictated by whether the incumbent is FINRA licensed. + As directed by the representative… more
    Foresters Financial Services (10/14/25)
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  • Relationship Manager - TPA Customer Care…

    Principal Financial Group (New York, NY)
    …with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + Plan level health reviews. ... licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA … more
    Principal Financial Group (10/02/25)
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  • Financial Advisor

    Atria Wealth Solutions (Corning, NY)
    …P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY, and ... drive and passion to deliver the highest level of service to credit union members and clientele to help...SIPC (http://www.sipc.org/) ). To learn more about CUSO Financial Services , LP visit www.cusonet.com . CFS (Member FINRA… more
    Atria Wealth Solutions (08/07/25)
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  • Wealth Operations Analyst (Asset Movement)

    City National Bank (New York, NY)
    …* Excellent verbal and written communications skills * Bachelor's Degree preferred * FINRA Series 7: General Securities Rep preferred *WHAT'S IN IT FOR ... & check writing. Assist in questions regarding withdraws, contributions, and RMDs on retirement accounts. Monitor retirement accounts toward the end of the year… more
    City National Bank (10/09/25)
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  • BankOnBuffalo, Wealth Partner Team Lead

    BankOnBuffalo (Buffalo, NY)
    …Full-time Description The Wealth Partner Team Leader provides outstanding personalized service to their clients through the bank's premiere financial services ... Development apprised of any business issues. + Adhere to the complexity of FINRA guidelines and bank compliance. + Establish additional processes and procedures that… more
    BankOnBuffalo (08/20/25)
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  • Vice President, External Affairs & Sustainability…

    MUFG (New York, NY)
    …and industry stakeholders, often in coordination with MUFG's Washington Representative Office and Tokyo Head Office. **Key Responsibilities** **Strategic ... coordination with MUFG Government & External Affairs and the Washington Representative Office. **Public Policy & Government Affairs** + Support executive engagement… more
    MUFG (10/15/25)
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