Job Description
Join our award-winning financial advisory team in Buffalo and launch your finance career with comprehensive training and mentorship! We're seeking motivated individuals with no prior experience to become Financial Advisors, helping clients build wealth through personalized investment strategies. Enjoy a competitive base salary, uncapped commissions, and full benefits package. Our 6-month onboarding program includes securities licensing (Series 63/66), product certifications, and ongoing coaching. Work with industry experts while building your client portfolio in Western New York's growing market.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, and insurance needs
- Build and maintain client relationships through regular portfolio reviews and market updates
- Conduct market research and financial analysis to inform investment recommendations
- Collaborate with senior advisors on complex wealth management strategies
- Participate in community outreach events to expand client base
- Maintain compliance with FINRA regulations and company policies
- Utilize CRM systems to track client interactions and opportunities
Qualifications
- Associate's degree or higher (business/finance preferred but not required)
- Exceptional communication and interpersonal skills
- Strong problem-solving and analytical abilities
- Self-motivated with entrepreneurial mindset
- Valid driver's license and reliable transportation
- Ability to obtain FINRA licenses (Series 63/66) within 90 days
- Proficiency in Microsoft Office and financial software
- Passion for helping clients achieve financial goals