Financial Services Associate

Sage Rutty and Co IncRochester, NY
32d

About The Position

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.

Requirements

  • mature
  • experienced
  • excellent written and verbal communication skills
  • time management skills
  • strong organizational and prioritization skills

Nice To Haves

  • Series 7 and Series 66 or ability to obtain within 18 months of hire

Responsibilities

  • assisting with client service
  • operational duties
  • ensuring adherence to compliance and corporate policies

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

101-250 employees

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