Wednesday, January 23, 2008

Cool job opening!!


John G. Ullman and Associates, Inc., a comprehensive financial management services firm based in the Southern Tier New York seeks to employ a qualified individual for the positions of Account Executive or Associate Account Executive.

Overview of John G. Ullman & Associates, Inc.

The hiring firm is an independent comprehensive financial management services business headquartered in Corning New York with branch offices in Rhinebeck and Rochester New York. It was founded in 1978, by its CEO and president and has enjoyed 29 years of continuous growth. The firm, which is fee-based, serves over nine hundred and twenty clients and has in excess of $635 million of assets under management. It subscribes, without exception, to the highest ethical standards and to complete confidentiality on behalf of its clients. A highly professional staff includes specialists in virtually every area impacting the management of personal finances. The firm provides unbiased customer service with no conflicts of interest. Services, include but are not limited to, tax management, retirement planning, insurance planning, education planning, executive compensation planning, and estate planning in addition to individualized portfolio management.

Position Description and Concept

The position of Account Executive is primarily founded on the following functions:

Ø Counsel clients and administer the firm’s comprehensive financial management services on an ongoing basis, upholding all professional standards.

Ø Identify and develop new business prospects including individuals, families and non-profit organizations.

Ø Develop and maintain expertise in areas of financial management practice.

Ø Serve as the family financial manager, developing long-term relationships.

The training process will include close interaction with experienced, Senior Account Executives and formal training plan for associate level positions. External training will include coursework and successful completion of the Certified Financial Planner® designation (if candidate does not already possess CFP® designation).

Candidate Qualifications

Prospective candidates with the following qualifications will be considered for this position:

Ø Mature individual with excellent interpersonal and communication skills

Ø Four-year college degree required. Graduate or advanced degree preferred

Ø Proven record of personal, academic, and employment-related accomplishments

Ø A minimum of 3-5 years of applicable professional experience.

Ø Self-starter, capable and comfortable working independently with high levels of intensity and motivation.

Ø Hard working and loyal with a strong by-in to servicing clients. This is not a sales position, but outstanding customer service will result in new client referrals.

Successful Account Executives within the firm have backgrounds in banking, law, insurance, education, marketing and investment analysis. This may be an appealing position to an individual wishing to make a mid-career change.


Compensation will be commensurate with experience and includes salary, incentive bonus structure, as well as an extremely competitive benefit package. The position provides an excellent opportunity for substantial income growth.

For More Information

Contact Carol Wittmeyer, president of the Meliora Group:; 716.474.6833

Apply online at

To learn more about John G. Ullman & Associates visit

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