Job Description
Join Buffalo's premier wealth management firm as a Senior Financial Advisor. We're seeking driven professionals to build client portfolios while enjoying uncapped earning potential and comprehensive benefits. Our collaborative culture combines cutting-edge fintech tools with personalized client service strategies.
What We Offer:
- Industry-leading training and CFP certification support
- Competitive health/dental/vision plans
- 401(k) with 6% employer match
- Flexible remote work options
- Annual performance bonuses
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios across equities, bonds, and alternative assets
- Conduct annual portfolio reviews and performance analysis
- Source new clients through networking and referral programs
- Ensure compliance with SEC and FINRA regulations
- Utilize CRM systems to track client relationships and opportunities
- Collaborate with tax and estate planning specialists
Qualifications
- FINRA Series 7 & 66/63/65 licenses required
- 3+ years of financial advisory experience
- Bachelor's degree in Finance, Economics, or related field
- Proven track record of client acquisition and retention
- Strong knowledge of retirement planning strategies
- Excellent presentation and communication skills
- Experience with financial planning software (MoneyGuidePro, eMoney)
- CFP designation preferred