Investment Advisor Associate

Job Description

Job Description

Investment Advisor Associate

Overview:

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.

#INDSBHIGH

The advertised pay range represents what we believe at the time of this job posting, that our client would be willing to pay for this position. Only in special circumstances, where a candidate has education, training, or experience that far exceeds the requirements for the position, would we consider paying higher than the stated range.

First time working with a Recruiter ? No problem! We make the process as smooth and straightforward as possible.

StaffBuffalo is an Equal Opportunity Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, 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.

Check the StaffBuffalo Job Postings , send in your resume , join Career Chats , sign up for Job Notifications , review our Job Seeker Resources , and follow us on LinkedIn , Facebook , Instagram , TikTok , YouTube , and Twitter !