Job Description
Join Buffalo's premier wealth management firm as a Financial Advisor and transform clients' financial futures. We're seeking a dynamic professional to build lasting client relationships while delivering innovative investment strategies. Enjoy competitive compensation, comprehensive benefits, and unparalleled growth opportunities in Western New York's thriving financial hub.
Responsibilities
- Develop personalized financial plans and investment portfolios for high-net-worth clients
- Build and maintain robust client relationships through regular consultations and reviews
- Stay current on market trends, tax laws, and regulatory changes
- Collaborate with internal teams to deliver seamless client experiences
- Meet and exceed sales targets through proactive prospecting and networking
- Utilize CRM systems to track client interactions and business development
- Represent the firm at community events and industry conferences
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and NY State Life/Health licenses required
- 3+ years financial services/advisory experience
- Strong analytical skills and proficiency with financial planning software
- Excellent communication and presentation abilities
- Proven track record in client relationship management
- CFP or CFA designation preferred
- Buffalo regional market knowledge highly valued