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Financial Services Associate at Sage Rutty and Co Inc

Rochester, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Jun, 26

Salary

65000.0

Posted On

19 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Operational Duties, Compliance Adherence, Policy Adherence, Written Communication, Verbal Communication, Time Management, Organizational Skills, Prioritization Skills

Industry

Financial Services

Description

Ready to love what you do? Then you're ready for Sage Rutty. You don't become the oldest, locally-owned financial services firm in the Rochester area by accident. At Sage Rutty, we know that our success is directly tied to our people. Since 1915, we've set ourselves apart by working hard to recruit and retain top professionals in our industry who share our firm's traditional values and unwavering ethical standards. We work hard to earn our reputation as a great place to work. Our environment provides a variety of challenging opportunities to collaborate with a motivated, experienced teams of financial professionals who work together to exceed our client's expectations on a daily basis. We offer a highly-competitive compensation and benefits package with a strong focus on professional growth and development. Sage Rutty & Company, Inc., a Comprehensive Financial Services Firm, is growing and searching for a full time associate to assist with supporting that growth. Responsibilities include operational and sales support for an established advisor practice. This person will be responsible for assisting with client service, operational duties and ensuring adherence to compliance and corporate policies. Experience and license is appreciated but not necessary. Candidate must be mature, experienced and possess excellent written and verbal communication skills, time management skills, as well as strong organizational and prioritization skills. Series 7 and Series 66 or ability to obtain within 18 months of hire is encouraged.

Responsibilities

The associate will be responsible for operational and sales support for an established advisor practice within a comprehensive financial services firm. Key duties include assisting with client service, handling operational tasks, and ensuring strict adherence to compliance and corporate policies.