Job Description
Join our elite team at Wealth Management Partners Inc. and transform your career as a Financial Advisor in Buffalo's thriving financial district. We're seeking passionate professionals to build lasting client relationships while delivering exceptional wealth management solutions. Enjoy uncapped earning potential, comprehensive training, and a culture that values innovation and integrity. Your expertise will directly impact the financial futures of high-net-worth individuals and families across Western New York.
Responsibilities
- Develop personalized financial strategies encompassing investments, retirement planning, and risk management
- Cultivate and expand client portfolio through proactive relationship management and networking
- Stay current with market trends, regulatory changes, and financial product innovations
- Collaborate with cross-functional teams to deliver seamless client experiences
- Maintain strict compliance with FINRA regulations and industry best practices
- Utilize CRM systems to track client interactions and pipeline growth
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Series 7 and 66/63/65 securities licenses (or willingness to obtain immediately)
- 3+ years of financial services or client-facing sales experience
- Proven track record in meeting/exceeding sales targets
- Exceptional communication and presentation skills
- CFA or CFP designation strongly preferred
- Valid NY State Life & Health Insurance license