What are the responsibilities and job description for the Associate Position at Sage Rutty position at Sage Rutty and Co Inc?
Ready to love what you do?
Then you’re ready for Sage Rutty.
Sage Rutty & Company, Inc. is growing and searching for a full time associate to assist with supporting that growth.
Responsibilities will include
- Preparing and analyzing client meeting presentations
- Data management in Emoney Software
- Client cashflow management
- Preparing client investment recommendation presentations
- Coordinating insurance recommendations and implementation
- Managing Roth Conversion & Social Security analysis processing
- Assisting with client meeting notes processing
- Assisting in daily operational tasks
Requirements- Series 7 and Series 66 or ability to obtain with one year
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.
