JOB DETAILS

Financial Services Associate

CompanySage Rutty and Co Inc
LocationRochester
Work ModeOn Site
PostedMarch 19, 2026
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 DutiesCompliance AdherencePolicy AdherenceWritten CommunicationVerbal CommunicationTime ManagementOrganizational SkillsPrioritization Skills
Categories
Finance & AccountingAdministrativeSales
Benefits
Competitive CompensationBenefits Package
Job Information
📋Core 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.
📋Job Type
full time
💰Salary Range
$45,000 - $65,000
📊Experience Level
2-5
💼Company Size
79
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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