обновлено 10 дней назад
VP, Financial Consultant - Buffalo, NY
65 000 - 95 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Financial Consultant - Buffalo, NY (Wealth Management): Providing existing clients with financial guidance, wealth management, and financial planning while growing a client practice through asset consolidation, networking, and referrals, with an accent on investment, retirement, insurance, and estate planning. Focus on building trusted client relationships, applying market and investment expertise, and delivering personalized long-term financial strategies.
Location: Town of Amherst, New York
Salary: USD 65,000–95,000 per year, plus bonus or incentive opportunities
Company
provides investment, wealth management, and financial services to clients through its branch network.
What you will do
- Provide existing clients with financial guidance, wealth management, and financial planning advice.
- Grow a client practice through client asset consolidation, networking, and referrals.
- Develop trusted client relationships and deliver personalized investment strategies.
- Advise clients across retirement planning, education planning, investment management, banking and lending, insurance and risk management, and estate planning.
- Discuss market conditions, sound investing principles, and long-term financial strategies with clients and the community.
Requirements
- Active FINRA Series 7 license required.
- Obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during employment.
- Ability to build strong relationships, earn trust, and communicate effectively with clients.
- Knowledge of financial markets and the ability to adapt to changing market and business conditions.
- Commitment to client service and continued professional development in wealth management.
Culture & Benefits
- Collaborative culture focused on trust, professional growth, and continuous learning.
- 401(k) with company match and employee stock purchase plan.
- Medical, dental, and vision insurance.
- Paid vacation, volunteering time, parental leave, and family-building benefits.
- Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.
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