Job Description
Join our elite team of financial advisors in Buffalo, NY and transform lives through strategic wealth management. We're seeking a dynamic professional to build a thriving client portfolio while delivering exceptional financial planning services. Enjoy uncapped earning potential, comprehensive benefits, and ongoing career development in a supportive environment.
Our firm combines cutting-edge technology with personalized service to help clients achieve their long-term financial goals. If you're passionate about finance, driven by success, and committed to ethical client relationships, this is your opportunity to excel in Western New York's growing financial sector.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients
- Build and maintain robust client relationships through regular portfolio reviews
- Drive business growth by identifying new client acquisition opportunities
- Stay current on market trends, regulations, and investment strategies
- Collaborate with internal teams to deliver integrated financial solutions
- Maintain compliance with FINRA regulations and firm policies
- Mentor junior advisors and contribute to team success
Qualifications
- Bachelor's degree in Finance, Economics, or related field required
- Active Series 7 and Series 66/65 licenses
- Minimum 5 years of financial advising experience
- Proven track record of meeting sales targets
- CFP or CFA designation preferred
- Exceptional communication and presentation skills
- Strong analytical abilities and client relationship expertise
- Experience with CRM platforms and financial planning software