Associate Financial Professional

Alliance Financial Network; Buffalo (NY); On-site; USD 40,000 - 100,000; Full time

Benefits offered by this job

Pension

401(k) with match

Roth options

Health insurance

Vision insurance

Dental insurance

Tuition reimbursement

Continuing education opportunities

Job summary

Alliance Financial Network, Inc., an agency of The Guardian Life Insurance Company of America and Park Avenue Securities, is seeking an Associate Financial Professional in the Buffalo, NY area. You will guide individuals, families, and businesses through important financial decisions and build lasting client relationships.

The role emphasizes goal assessment, holistic planning, and ongoing client service, with access to training, tools, and a strong benefits package.

Qualifications

• Passion for helping others and making a positive impact in your community.
• Business-minded spirit and desire to own a business that provides the ability to integrate your life and work – on your terms.
• Lifelong learner mentality with a desire to continue growing.
• Self-motivation, a confident personality, high integrity, and a strong desire to succeed.

Responsibilities

• Working with clients to understand their goals, concerns, and current financial information.
• Analyzing information to create a holistic strategy with appropriate products and services.
• Developing and maintaining a base of clients who value your input and guidance.
• Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.

Skills

Passion for helping others

Business-minded

Self-motivation

Confidence

Job description

Are you ready to transform lives, including your own? At Alliance Financial Network, Inc., a proud agency of The Guardian Life Insurance Company of America and our Broker-Dealer Park Avenue Securities, we’re looking for driven, purpose-filled individuals to join us as an Associate Financial Professional. Not just to build a career, but to become a catalyst for change. In this role, you don’t just talk about money; you help people take control of their future. You’ll guide individuals, families, and businesses through some of life’s most important decisions. Protecting what they love, planning for what they dream, and building legacies that last. You become the difference‑maker. The person who shows up when others need clarity, confidence, and a trusted voice. The one who helps them turn uncertainty into action and potential into prosperity. This is your opportunity to do meaningful work that shapes lives, strengthens communities, and builds your own path to professional and personal success. You have the power to change lives. Let’s start with yours!

What you’ll be doing…

• Working with clients to understand their goals, concerns, and current financial information.
• Analyzing information to create a holistic strategy with appropriate products and services.
• Developing and maintaining a base of clients who value your input and guidance.
• Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.

What we provide…

• Tools and technology to help you appropriately gather, manage, and service your clients.
• Development and training locally, virtually, and nationally to support your educational needs.
• Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
• Mentorship and joint-work opportunities.
• Superior service and support.
• A competitive benefits package including Pension, 401(k) with match and Roth options, health, vision, dental insurance, and more.
• Leadership and career development opportunities, including tuition reimbursement and continuing education opportunities.

Qualifications: You possess…

• A passion for helping others and making a positive impact in your community.
• A business-minded spirit and desire to own a business that provides the ability to integrate your life and work – on your terms.
• A lifelong learner mentality with a desire to continue growing.
• Self-motivation, a confident personality, high integrity, and a strong desire to succeed.

Requirements

Must be a US citizen Through our facilitation, obtain: NYS LAH, SIE, Series 7, Series 66 Licenses Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY, and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker‑dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 8270339.1(Exp. 8/2027)

• What you’ll be doing…
• Working with clients to understand their goals, concerns, and current financial information.
• Analyzing information to create a holistic strategy with appropriate products and services.
• Developing and maintaining a base of clients who value your input and guidance.
• Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.
• What we provide…
• Tools and technology to help you appropriately gather, manage, and service your clients.
• Development and training locally, virtually, and nationally to support your educational needs.
• Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
• Mentorship and joint-work opportunities.
• Superior service and support.
• A competitive benefits package including Pension, 401(k) with match and Roth options, health, vision, dental insurance, and more.
• Leadership and career development opportunities, including tuition reimbursement and continuing education opportunities.
• High earning potential with one of the most substantial contracts in the business that recognizes your performance- including renewal commissions that begin in year two.

Compensation

Compensation: $40,000 - $100,000 yearly

Compensation

Compensation: $40,000-$100,000 per year