Job Description
Join Buffalo's premier wealth management firm as a Senior Financial Advisor! We're seeking dynamic professionals to build client relationships, deliver personalized financial strategies, and drive growth in our thriving market. Enjoy comprehensive training, uncapped earning potential, and a supportive team environment. Why Apply? • Top-tier compensation structure • Industry-leading technology platforms • Ongoing professional development • Health/vision/dental benefits • 401(k) with company match
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios aligning with client risk tolerance
- Execute retirement planning and wealth transfer strategies
- Build and maintain robust client referral networks
- Stay current on market trends and regulatory changes
- Utilize CRM systems for client relationship management
- Mentor junior advisors on compliance best practices
Qualifications
- 5+ years financial advisory experience
- Series 65/66 and state insurance licenses required
- CFA or CFP designation preferred
- Proven track record in client acquisition
- Strong analytical and presentation skills
- Familiarity with portfolio management software
- Excellent communication and negotiation abilities