Job Description
Join Empire Wealth Management as a Financial Advisor and transform your passion for finance into a rewarding career. We're seeking dynamic professionals to serve Buffalo's growing community, delivering personalized investment strategies and retirement planning solutions. Our supportive culture combines cutting-edge technology with mentorship from industry veterans, ensuring your success in building a client-first practice. Enjoy comprehensive benefits, flexible scheduling, and uncapped earning potential in one of New York's most vibrant financial hubs.
Responsibilities
- Develop comprehensive financial plans aligned with client goals and risk tolerance
- Build and maintain a robust client portfolio through proactive relationship management
- Conduct market analysis and present investment opportunities with clear ROI projections
- Coordinate with tax and legal professionals to optimize client wealth strategies
- Stay current on FINRA regulations and industry best practices
- Lead educational workshops on financial literacy for community groups
- Utilize CRM systems to track client interactions and pipeline growth
Qualifications
- FINRA Series 7 and 66/63/65 licenses (or willingness to obtain within 90 days)
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial services experience with proven client acquisition track record
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication skills with ability to translate complex concepts
- Strong analytical aptitude and proficiency in financial planning software
- Valid NY State Life & Health Insurance license
- Unwavering commitment to fiduciary standards and ethical practices