Client-Centric Wealth Advisor Associate | Growth & PTO

StaffBuffalo; Buffalo (NY); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Great PTO and flexibility

Annual bonus potential

Paid parking

Mentorship and professional development opportunities

Job summary

StaffBuffalo is collaborating with a wealth management firm in Buffalo, NY, to hire an Investment Advisor Associate. This role offers a competitive salary ranging from $100,000 to $120,000 annually, based on experience and background.

As an Investment Advisor Associate, you will support financial planning, client service, and relationship management efforts. The ideal candidate is organized, proactive, and skilled in building relationships while delivering exceptional client experiences.

Qualifications

• Bachelor’s degree required.
• Strong organizational skills with exceptional attention to detail.
• Excellent written and verbal communication abilities.

Responsibilities

• Assist advisors with financial planning and account servicing.
• Gather and maintain client financial information.
• Deliver a high-touch client experience through proactive communication.

Skills

Organizational skills

Verbal communication

Written communication

Client-service mindset

Emotional intelligence

Proficiency with Microsoft Excel

Education

Bachelor’s degree

Tools

CRM software

Microsoft Outlook

Microsoft Teams

Job description

StaffBuffalo is collaborating with a wealth management firm in Buffalo, NY, to hire an Investment Advisor Associate. This role offers a competitive salary ranging from $100,000 to $120,000 annually, based on experience and background.

As an Investment Advisor Associate, you will support financial planning, client service, and relationship management efforts. The ideal candidate is organized, proactive, and skilled in building relationships while delivering exceptional client experiences.