Job Description
Join our award-winning wealth management firm in Buffalo, NY, and transform your financial expertise into a rewarding career. We're seeking a dynamic Senior Financial Advisor to build lasting client relationships while delivering comprehensive financial planning solutions. Enjoy uncapped earning potential, comprehensive benefits, and ongoing professional development in a collaborative, client-centric environment.
Responsibilities
- Develop and execute personalized financial strategies for high-net-worth individuals and families
- Cultivate new client relationships through networking, referrals, and community engagement
- Conduct thorough financial analysis including investment portfolio reviews, retirement planning, and risk assessment
- Stay current on market trends, tax regulations, and financial products to provide optimal advice
- Maintain compliance with FINRA regulations and firm policies
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- 5+ years of experience in financial services or wealth management
- FINRA Series 7, 66 (or 63/65) certifications required
- Proven track record of building and maintaining client relationships
- Strong analytical skills with ability to translate complex concepts into actionable advice
- Exceptional communication and presentation abilities
- CFP designation highly desirable