Job Description
Join our premier financial services firm in Buffalo, NY and build your career as a Financial Advisor. We're seeking dynamic professionals to help clients achieve wealth management goals through personalized financial strategies. Enjoy uncapped earning potential, comprehensive training, and a collaborative team environment.
Our ideal candidate thrives in client-facing roles and possesses deep knowledge of investment products, retirement planning, and risk management. We offer industry-leading benefits including health insurance, 401(k) matching, and professional development stipends.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through regular portfolio reviews and financial consultations
- Analyze market trends and economic indicators to recommend investment strategies
- Present complex financial concepts clearly through customized reports and presentations
- Meet quarterly sales targets while maintaining compliance with FINRA regulations
- Collaborate with internal partners to deliver seamless client experiences
- Stay current on tax laws, estate planning, and insurance products
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Active Series 7 and Series 66/65 licenses
- Minimum 3 years experience in financial services or wealth management
- Proven track record of meeting sales targets and client acquisition
- Strong analytical skills with ability to interpret market data
- Exceptional communication and presentation abilities
- CFPĀ® or CFA designation highly desirable