Financial Services Associate

Sage Rutty and Co., Inc. • Rochester, New York, United States • $45k - $65k / year • 3d ago

About Sage Rutty & Company At Sage Rutty & Company, we've been helping individuals and families build, manage, and preserve wealth for generations since 1915. As Rochester's oldest locally owned financial services firm, our success is driven by our people, our values, and our commitment to doing the right thing-always. We foster a collaborative, team-oriented environment where professionals are supported by strong operational and compliance resources, allowing them to focus on delivering exceptional service to clients. Position Overview We are seeking a Financial Services Associate to support an established advisor practice. This role is ideal for someone who is highly organized, detail-oriented, and interested in building a long-term career in the financial services industry. You will play a key role in supporting both the operational and client service aspects of the practice, helping to ensure a seamless experience for clients while contributing to the continued growth of the business. Key Responsibilities

Provide day-to-day client service support, including handling inquiries and requests in a timely and professional manner
Assist with account opening, maintenance, and documentation processing
Support advisors with meeting preparation, follow-up, and client communications
Coordinate and manage operational workflows to ensure accuracy and efficiency
Maintain accurate client records within CRM systems
Ensure adherence to firm policies, procedures, and regulatory requirements
Collaborate with internal departments including Operations and Compliance

Qualifications

Strong written and verbal communication skills
Exceptional organizational and time management abilities
High attention to detail and ability to prioritize in a fast-paced environment
Professional, team-oriented mindset with a client-first approach
Previous experience in financial services or a related field is a plus, but not required

Licensing (Preferred but not always required)

Series 7 and Series 66 licenses, or willingness to obtain within 18 months of hire

Why join Sage Rutty?

Competitive compensation and benefits package
Opportunities for professional growth and development
Supportive, team-driven culture
The ability to build a meaningful career in financial services

Salary Range $45,000 - $65,000 a year Ready to Get Started? If you're looking for a role where you can grow, contribute, and be part of a firm with a long-standing reputation for excellence, we'd love to hear from you.