Client-Centric Financial Advisor & Planner

The Vermont Agency; Buffalo (NY); On-site; USD 67,500 - 82,500; Full time

Benefits offered by this job

Benefits

Job summary

The Vermont Agency is seeking an experienced financial advisor in Buffalo, NY to design and implement client strategies, maintain strong relationships, and provide ongoing financial guidance. This role requires professional licenses and a bachelor’s degree in finance or business, with a focus on clear communication and high-quality service.

The candidate will help clients with life insurance, investments, and retirement planning while building new client relationships and delivering tailored

Qualifications

• Requires CPA or CFP license and FINRA Series 7 and 66; required licensing is stated.
• Bachelor’s degree in finance, business administration, or related field.
• Excellent math, relationship, communication, and customer service skills are essential.
• Strong interest in financial planning and investment management.
• Sales experience or customer service background is beneficial.

Responsibilities

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Research and provide financial advice and strategies suitable to client risk tolerance and objectives
• Identify and establish prospects and build relationships with new clients as their trusted advisor

Skills

Communication

Relationship building

Sales experience

Customer service

Mathematical skills

Education

Bachelor's degree in finance or business

CPA or CFP certification

FINRA Series 7 and 66 (63/66 a plus)

Tools

Microsoft Office

CRM systems

Financial planning software

Google Suite

Job description

The Vermont Agency is seeking an experienced financial advisor in Buffalo, NY to design and implement client strategies, maintain strong relationships, and provide ongoing financial guidance. This role requires professional licenses and a bachelor’s degree in finance or business, with a focus on clear communication and high-quality service.

The candidate will help clients with life insurance, investments, and retirement planning while building new client relationships and delivering tailored