Question
0-2

Financial Services Associate

1/13/2026

The associate will assist with operational and sales support for an established advisor practice. Responsibilities include client service, operational duties, and ensuring compliance with corporate policies.

Working Hours

40 hours/week

Company Size

51-200 employees

Language

English

Visa Sponsorship

No

About The Company
For over 100 years, we’ve helped Rochester families create and preserve wealth for generations. As the oldest, locally-owned financial services firm in the Rochester area, we have consistently delivered on our commitment to invest and manage our clients’ money as if it were our own. Today, we have a time-honored relationship with Rochester itself and are proud to count a number of second and even third-generation clients among those we serve.
About the Role
 
 

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.

Key Skills
Client ServiceOperational DutiesComplianceCommunication SkillsTime ManagementOrganizational SkillsPrioritization Skills
Categories
Finance & AccountingCustomer Service & SupportAdministrative
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