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Associate Wealth Management Advisor

Buffalo, NY
June 30, 2020


StaffBuffalo is working with one of our fantastic clients on an Associate Wealth Management Advisor position with Partnership potential, paying $40,000 - $60,000, depending on experience, plus bonus. Our client is targeting a highly motivated and charismatic candidate who is passionate about growing the business and creating their own brand with support of the company’s network.

This Associate Wealth Management Advisor will be responsible for servicing existing clients with new product and Investment recommendations, acquiring new clients, and assisting with Financial Planning for new and existing clients. Networking and growing personal relationships in the Buffalo community will be a huge factor for success in this role. Other responsibilities will include reaching out to existing clients who may need assistance with Insurance, Investment and Asset Management services, and 401(k) options. Sourcing new clients, selling services, and mastering the services of the firm will also be key for success in this role.

If you’re a sharp and motivated candidate who thrives in a fast-paced environment, this is the opportunity for you!

Required Qualifications:

Excellent verbal and written communication skills

Strong leadership abilities

Ability to work well independently

Strong organizational skills with a positive attitude


CPA, Certified Public Accountant

MBA, Master of Business Administration


Bachelor’s Degree in Finance or Accounting