Job Description
Join Buffalo's premier wealth management firm as a Financial Advisor and transform your passion for finance into a rewarding career. We're seeking a dynamic professional to build lasting client relationships while delivering comprehensive financial solutions in Western New York's growing market. Enjoy uncapped earning potential, comprehensive benefits, and a culture that prioritizes professional growth and client success.
Responsibilities
- Develop and execute personalized financial plans for high-net-worth clients
- Build and maintain robust client portfolio through strategic investment management
- Drive new business acquisition through targeted networking and referrals
- Conduct thorough financial analysis and risk assessment for clients
- Stay current on market trends, tax regulations, and financial products
- Collaborate with internal teams to ensure seamless service delivery
Qualifications
- FINRA Series 7 and 66/63/65 licenses required
- Minimum 3 years of financial advisory experience
- Proven track record of meeting sales targets
- CFP or CFA designation preferred
- Exceptional communication and presentation skills
- Bachelor's degree in Finance, Business, or related field
- Strong understanding of estate planning and retirement strategies