Investment Advisor Associate

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

Investment Advisor Associate

StaffBuffalo is working with a wealth management company in Buffalo, NY to hire an Investment Advisor Associate, paying $100,000 - $120,000+ depending on experience and background. This is an exciting opportunity for a polished, relationship-oriented professional who wants to build a long-term career within wealth management while delivering an exceptional client experience. The organization manages a substantial and growing book of business and is seeking someone who can become a trusted extension of the leadership team.

The Investment Advisor Associate will support financial planning initiatives, client service, operational coordination, and ongoing relationship management efforts. This role is ideal for someone who enjoys balancing analytical work with meaningful client interaction and who takes pride in staying organized, proactive, and detail-oriented in a fast-paced environment. The successful candidate is self-motivated, highly professional, emotionally intelligent, and genuinely passionate about helping clients feel supported and cared for throughout their financial journey.

Responsibilities

• Assist advisors with financial planning preparation, portfolio reviews, account servicing, and follow-up activities.
• Gather, organize, and maintain client financial information and planning documentation.
• Coordinate client onboarding, account opening paperwork, and ongoing administrative requests.
• Deliver a high-touch client experience through proactive communication, scheduling, and personalized follow-up.
• Maintain accurate CRM records and support ongoing client engagement initiatives including events and outreach campaigns.
• Prepare reports, presentations, and meeting materials while supporting day-to-day office and operational workflows.
• Participate in client meetings, take detailed notes, and support long-term relationship management initiatives.

Qualifications

• Bachelor’s degree required.
• Strong organizational skills with exceptional attention to detail and follow-through.
• Excellent written and verbal communication abilities with a polished, professional presence.
• Client-service mindset with empathy, emotional intelligence, and relationship-building strengths.
• Ability to manage multiple priorities and adapt quickly in a fast-paced environment.
• Proficiency with Microsoft Excel, Outlook, Teams, and general technology platforms; CRM experience preferred.
• Interest in investments, financial planning, and long-term growth within wealth management.

Benefits

• Competitive salary $100,000 - $120,000+ depending on experience and background.
• Great PTO and flexibility with supportive leadership.
• Annual bonus potential with strong historical payouts.
• Paid parking and a professional, collaborative office environment.
• Team-focused culture with company events, happy hours, golf outings, and holiday celebrations.
• Mentorship, training, and long-term professional development opportunities.

Compensation

$100,000-$120,000 per year

StaffBuffalo is an Equal Opportunity Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ethnicity, ancestry, age, sex (including sexual harassment), sexual orientation, gender, gender identity or expression, marital status, physical or mental disability, military status, or unfavorable discharge from military service.