Investment Advisor

$100k

BCI - Brokerage Consultants Inc

Boutiqueinstitutionalinvestmentmanagementfirm(~$2.4B)isseekinganInvestmentAdvisortobuildandmaintainabookofclients,providefinancialguidance,createcomprehensivefinancialplans,andcontributetothegrowthofthefirm'spresenceinthecommunity.

Responsibilities :
Buildandmanageaportfolioofclients,includinghigh-net-worthindividuals,families,andinstitutionalinvestors(suchasendowmentsandfoundations)
Conductthoroughfinancialanalysestoassessclients'investmentobjectives,risktolerance,andfinancialsituations,developingcustomizedinvestmentstrategies
Meetregularlywithclientstoreviewtheirinvestmentportfolios,provideadvice,andaddressanyquestions
Createcomprehensivefinancialplansthatalignwithclients'goals,incorporatinginvestmentstrategies,retirementplanning,andriskmanagement
Monitorclients'portfolios,reviewperformancereports,andmakenecessaryadjustmentstoensurealignmentwithclients'goalsandmarketconditions
Collaboratewithinternalteams,includingclientservice,researchanalysts,andoperationstodeliverexceptionalclientserviceandachieveclients'objectives
Activelyparticipateinbusinessdevelopmentactivities,networkingevents,andcommunityinitiativestoexpandthefirm'spresenceinthelocalmarket
Maintainaccuraterecordsofclientinteractions,investmentrecommendations,andcompliancedocumentation

Requirements :
Bachelor'sdegreeinFinance,Economics,Business,orarelatedfield
RelevantcertificationssuchasCFA,CFP,CIMA,orsimilarcredentialsarestronglypreferred
Series65or66preferred
ProvenexperienceasanInvestmentAdvisor,preferablyinthefinancialservicesindustry,withasuccessfultrackrecordofbuildingandmaintainingabookofclients
Strongknowledgeofinvestmentproducts,financialmarkets,andportfoliomanagementstrategies
Excellentinterpersonalskillswiththeabilitytoestablishtrustandrapportwithclients
Stronganalyticalandproblem-solvingskills,withakeenattentiontodetailandcriticalthinkingability
Exceptionalwrittenandverbalcommunicationskillstoeffectivelyconveycomplexfinancialconceptstoclients
Proficiencyinfinancialsoftwareandtools,includingportfoliomanagementsystemsandfinancialplanningsoftware
Demonstratedcommitmenttoethicalandcompliantbusinesspractices
Abilitytoworkindependentlyandcollaborativelyinateam-orientedenvironment

Thestartingbasesalaryis$100k.However,theAdvisorwilltransitiontoacommission-basedstructure,wheretheAdvisorwillearn50%oftherevenue,inadditiontoreceivingamarketingbudget,firmsupport,andbonus.Thisfigurecanvarydependingonfactorssuchasskillsetandexperiencelevel.

Apply

Vacancy posted 22 hours ago

Similar jobs that could be interesting for youBased on the Investment Advisor in Buffalo, NY vacancy

Junior Investment Advisor Associate
$70k - $80k
...Job Description Job Description Junior Investment Advisor Associate StaffBuffalo is working with a collaborative and growing wealth management organization to hire a Junior Investment Advisor Associate in Buffalo, NY. Offering $70,000 - $80,000 per year, this in...
Suggested
Work at office
StaffBuffalo
Buffalo, NY
19 days ago
Investor Relations Manager
$160k - $185k
...or related field required.At least seven (7) years of experience in investor relations, corporate finance, FP&A, equity research, investment banking, capital markets, public-company communications, or related field.Experience should also include a strong understanding...
Suggested
Full time
Local area
Flexible hours
Moog
Buffalo, NY
1 day ago
Reserving Actuarial Analyst
$75k - $95k
Description Reserving Actuarial Analyst Hybrid work schedule Buffalo, NY Merchants Insurance Group, a leading Property and Casualty Insurer in the Northeast, is looking for a Reserving Actuarial Analyst for our Corporate Actuarial team based in our Corporate...
Suggested
Temporary work
Summer work
Work at office
Immediate start
Remote work
Flexible hours
2 days per week
Merchants Group
Buffalo, NY
3 days ago
Senior Actuarial Analyst
$85.91k - $118.11k
The Senior Actuarial Analyst is responsible for applying actuarial principles, statistical modeling, and financial analysis to support GLIN IPA's value-based reimbursement programs, provider and payer contracting, and enterprise financial planning. This role develops...
Suggested
Hourly pay
Contract work
Great Lakes Integrated Network, Inc.
Buffalo, NY
4 days ago
Senior Actuarial Analyst
Senior Health Actuarial Role Modelling-heavy individual contributor. Closer to a modelling-heavy IC than a pricing-underwriting partner—the deciding factor is ownership of predictive and financial models rather than deal execution alone. Senior Health actuarial role...
Suggested
Contract work
Acturhire
Buffalo, NY
1 day ago
Investor Relations Manager
$160k - $185k
...related field required. At least seven (7) years of experience in investor relations, corporate finance, FP&A, equity research, investment banking, capital markets, public-company communications, or related field. Experience should also include a strong understanding...
Local area
Flexible hours
Moog
Buffalo, NY
2 days ago
Key Private Bank Senior Relationship Manager
$112k - $210k
...needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's...
Full time
Work experience placement
Work at office
Local area
Flexible hours
Night shift
KeyBank
Buffalo, NY
11 hours ago
Investment Associate
$70k - $90k
...INVESTMENT ASSOCIATE JOB SUMMARY The Investment Associate is responsible for the investment operations of the firm utilizing Northwestern Mutual’s independent broker-dealer platform. This role involves hands-on execution of day-to-day operations, ensuring the efficiency...
Full time
Work at office
Jobrapido
Buffalo, NY
4 days ago
Relationship Banker
$18.5 - $23.42 per hour
..., and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Pet Insurance: For all...
Full time
Temporary work
Part time
Bank staff
Local area
Work visa
Monday to Friday
Flexible hours
NBT Bank
Buffalo, NY
4 days ago
Personal Banker
Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
TradeJobsWorkforce
Buffalo, NY
1 day ago
Relationship Banker - Fountain Plaza Financial Center
...to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well...
Flexible hours
Shift work
Weekend work
Day shift
Phenom People
Buffalo, NY
4 days ago
Financial Planner
...plans for high-net-worth and mass-affluent clients, integrating investment, retirement, tax, estate, insurance, and cash flow strategies.... ...3+ years of experience as a financial planner or wealth advisor, with demonstrable experience leading client relationships and...
CyberCoders
Buffalo, NY
1 day ago
Investment Associate
...entrepreneurship, innovation, and early-stage businesses through investment and financing programs. The organization works closely with... ...Coordinate with internal teams, entrepreneurs, investors, professional advisors, and external partners. Participate in outreach, networking,...
Internship
Afternoon shift
Selectone
Buffalo, NY
2 days ago
M&A Digital Channel Business Analyst
$78.7k - $131.1k
Location: Hybrid 4 days in office within M&T/Wilmington Trust footprint. Will consider remote if based out of footprint.Overview:Wilmington Trust’s Institutional Services (IS) division is experiencing rapid business growth and has initiated a strategic digital transformation...
Full time
Work at office
Remote work
M&T Bank
Buffalo, NY
2 days ago
Associate Director, Head of Third-Party & Supplier Risk Services
$153k - $297k
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages...
Work experience placement
H1b
Work at office
Local area
KPMG
Buffalo, NY
4 days ago
Relationship Banker - Buffalo (Western NY Region)
$22.82 - $24.82 per hour
Join Broadview If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members...
Work at office
Broadview Federal Credit Union
Buffalo, NY
3 days ago
Relationship Banker III
$24 - $30 per hour
...our customers and communities thrive. As a proud community bank, we take our commitment to the neighborhoods we serve seriously. Investing in our communities is how we say thank you to the people and businesses that make this region a remarkable place to live and work....
Hourly pay
Night shift
Chemung Canal Trust Com
Buffalo, NY
4 days ago
DIRECTOR, RISK MANAGEMENT
WORK OBJECTIVE: Responsible managerial and administrative work in planning, organizing, directing, and coordinating the risk management program. Directs insurance brokers, insurance carriers, actuaries, and independent adjusters. Responsible for managing catastrophic...
Work at office
Local area
Niagara Frontier Transit Authority
Buffalo, NY
1 day ago
Relationship Banker - Greater Buffalo Area
$25 - $26.77 per hour
...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash...
Hourly pay
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Buffalo, NY
3 days ago
Investment Manager
$100k - $120k
...entrepreneurship, innovation, and early-stage businesses through investment and financing programs. The organization works closely with... ...coordinate with internal teams, external partners, and professional advisors. Qualifications: - Bachelor's degree in Finance or a...
Internship
Afternoon shift
SelectOne
Buffalo, NY
4 days ago
Associate Relationship Banker - Sheridan and Alberta - Buffalo, NY
Associate Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing...
Immediate start
Afternoon shift
Chase
Buffalo, NY
1 day ago
Wealth Solutions Advisor
$70k - $92.5k
...compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services... ...and presentation skills. ~ In-depth understanding of retail investment vehicles and qualified retirement plans. ~ FINRA...
16 hours
Temporary work
Work experience placement
Casual work
Work at office
Local area
Remote work
Work from home
Work visa
Relocation package
Flexible hours
Empower Careers
Buffalo, NY
11 days ago
Financial Aid Advisor
$60.25k - $63k
...Posting Details Position Information Fiscal Year 2026-2027 Position Title Financial Aid Advisor Classification Title Financial Aid Advisor Department Financial Aid Posting Number P260231 Posting Link...
Full time
Work experience placement
Monday to Friday
Night shift
Afternoon shift
University at Buffalo
Buffalo, NY
2 days ago
Chief Estimator
$165k - $190k
Job Description Job Description Chief Estimator – Own Bidding Strategy & Lead Heavy Civil Pursuits for Mark Cerrone, Inc. Job Overview Company: Mark Cerrone, Inc. Salary/Pay Rate: $165,000 - $190,000 annually (based on experience) Location: Niagara Falls...
Full time
Contract work
For contractors
For subcontractor
Relocation
Mark Cerrone, Inc.
Buffalo, NY
2 days ago
Financial Counselor
$53.41k
Title: Financial Counselor Job Type: Regular Company: Roswell Park Comprehensive Cancer Center Department: Revenue Integrity and Financial Clearance Time Type: Full time Weekly Hours: 37.5 FTE: 0.9375 Shift: First Shift (United...
Full time
Work at office
Shift work
Day shift
Roswell Park Cancer Institute
Buffalo, NY
2 days ago
Lean Portfolio Manager
$132.23k - $176.31k
...leadership, this role aligns enterprise initiatives and product-development investments with corporate priorities and measurable business outcomes. The Lean Portfolio Manager acts as a trusted advisor to Product Infrastructure leadership, driving governance,...
Full time
Temporary work
Remote work
Lumen
Buffalo, NY
4 days ago
Financial Advisor, Financial Services Professional. Both entry level and experienced career opportun
...to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University... ...allowances. · Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we...
Full time
Work experience placement
Local area
Vision Financial Group
Buffalo, NY
12 days ago
Financial Advisor
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power...
Work experience placement
Local area
Remote work
Flexible hours
Equitable Advisors LLC
Buffalo, NY
3 days ago
Financial Advisor with Competitive Drive
...Competitive drive: The instinct to be the best fuels continuous improvement and strong client service. About the Role As a Financial Advisor, you'll work with clients to understand their financial needs and build personalized strategies to protect their assets, income,...
Full time
Internship
Flexible hours
Night shift
Northwestern Mutual - Buffalo District
Buffalo, NY
2 days ago
Public Finance Associate
$127.5k - $150k
...to federal tax law, securities law, and state and local tax law. Support closings and coordinate with underwriters, financial advisors, issuers, and other transaction participants. Prepare closing and post-closing documents and maintain organized transaction files...
Local area
Flexible hours
Hodgson Russ LLP
Buffalo, NY
22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Advisor. Be the first to apply!