Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor Associate Client-Centric Planning & Growth

$100k - $120k

Gilder Search Group

Gilder Search Group is seeking an Investment Advisor Associate in Buffalo, NY, offering a competitive salary of $100,000 - $120,000+. This role focuses on providing exceptional client experiences while supporting financial planning initiatives. The ideal candidate will have strong organizational skills, communication abilities, and a bachelor's degree. Benefits include flexible PTO, annual bonuses, and mentorship opportunities. #J-18808-Ljbffr

Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Wealth Advisor Associate Client-Centric Planning & Growth in Buffalo, NY vacancy
  • $75k

     ...looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions...  ...today! Compensation: $75,000+ at plan with benefits Responsibilities:...  ...structured support and professional growth opportunities , we’d love to connect... 
    Suggested
    Start working today

    The Vermont Agency

    Buffalo, NY
    2 days ago
  • $25 - $38.46 per hour

     ...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private...  ...on the entire client relationship with a plan-based approach to financial advice. As a PCB... 
    Suggested
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Tonawanda, NY
    4 days ago
  • $103.6k - $220k

     ...problem identified, a complete diagnostic plan, and appropriate treatments based on...  ...diagnostics, treatments and medications, client interactions, and tentative and confirmed...  ...the organization by contributing to the growth of a productive practice while focusing on... 
    Suggested
    Minimum wage
    Local area
    Immediate start
    Shift work
    Night shift

    Petco

    Buffalo, NY
    2 days ago
  • $76k - $125.3k

     ...organization, and you'll see that growth reflected in your...  ...demanding tax planning and compliance projects...  ...contact for a wide range of clients and colleagues. This is...  ...develop into a trusted advisor role to client. You...  ...understanding of estate and wealth planning Experience... 
    Suggested
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young Oman

    Buffalo, NY
    4 days ago
  •  ...Consulting is built on long-term client relationships and close...  ...real results. Our culture of growth and empathy focuses on your long...  ...Development: Shape IBM’s planning and logistics consulting strategy...  ...decisions and build trusted advisor relationships with senior stakeholders... 
    Suggested
    Work at office
    Work from home
    Worldwide

    IBM

    Buffalo, NY
    1 day ago
  •  ...Consulting is built on long-term client relationships and close collaboration...  ...real results. Our culture of growth and empathy focuses on your long-...  ...role and responsibilities As an Associate Partner specializing in Supply Chain Planning, you will help clients optimize... 
    Work at office
    Work from home
    Worldwide

    IBM

    Buffalo, NY
    1 day ago
  •  ...infrastructure consulting firm, partnering with clients to solve the world's most complex...  ...leadership with people management, driving growth and delivery excellence, and serving as a...  ...Leadership Lead strategic account planning for priority utilities: relationship mapping... 
    Work at office
    Local area
    Worldwide
    Relocation package
    Flexible hours

    AECOM

    Buffalo, NY
    1 day ago
  • $50k

     ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada...  ...partnership. Edward Jones associates are seen, heard, respected...  ...the branch business plan to increase branch effectiveness...  ...earning potential and growth, and your compensation is... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Buffalo, NY
    5 days ago
  •  ...Financial Advisor (Western NY Market) - Tonawanda and...  ...Business Banking, and Wealth partners-giving you the...  ...through referrals, new client development, and a defined...  ...product, Financial Planning, Managed Accounts, or insurance...  ...accelerate your book growth Access to a broad... 
    Work experience placement

    M&T Bank

    Tonawanda, NY
    3 days ago
  •  ...the gap in business areas where clients don’t have in-house capacity,...  ...SEEKING EXPERIENCED FINANCE ADVISORS & CONSULTANTS** General Consulting...  ...& conflicts, and creating plans & implementing new policies...  ...facilitate the client’s expansion and growth plans. Predict market... 
    For contractors
    Work at office
    Remote work
    Flexible hours

    Cansulta

    Amherst, NY
    12 hours ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual...  ...where you can help your clients achieve their goals through financial planning. On your path to becoming...  ...including investments for growth, insurance for protection...  ...and Northwestern Mutual Wealth Management Company® (NMWMC... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Williamsville, NY
    12 hours ago
  •  ...an environment where results matter and growth is earned. Youll get direct access to...  ...Responsibilities Cultivate and strengthen client relationships through networking,...  ...Partner with leadership on growth initiatives, planning, and overall business strategy... 

    FX Insurance Agency LLC

    Buffalo, NY
    16 days ago
  •  ...also invest in the growth and success of our...  ...serve and for the clients who trust us with...  ...Northwestern Mutual Advisor : A Glance at...  ..., beginning as an Associate Financial...  ...through financial planning. Outside of work,...  ...founded. Ben Ross, Wealth Management Advisor... 
    Full time
    Internship
    Work at office
    Local area
    Work from home
    Visa sponsorship
    Flexible hours
    Night shift

    Northwestern Mutual - Buffalo District

    Buffalo, NY
    13 days ago
  • $214.41k - $254.59k

     ...Financial Services – Associate Director, Buffalo,...  ...to meet unique client needs. The Sales &...  ...drives an integrated growth strategy across EY...  ...through a client centric culture. The...  ...rigorous account planning and relationship development...  ...'ll be a trusted advisor to your accounts’... 
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Buffalo, NY
    12 hours ago
  •  ...TEMPLEGATE RECRUITMENT is looking for an Advisor Support Administrator to join...  ...smooth service delivery to clients. The ideal candidate will have previous experience in financial planning administration, a solid understanding of wealth management products, and strong communication... 
    Work at office

    TEMPLEGATE RECRUITMENT

    Lancaster, NY
    4 hours ago
  • $45k - $55k

     ...Support Specialist (AESS) is an entry-level client-facing role within the Account Executive...  ...volume, loan units, program entity growth, and profitability. Proactively manage daily...  ...Leadership regarding portfolio performance and planning. Deliver “Legendary Service” by... 
    Local area

    Imperial PFS

    Amherst, NY
    4 days ago
  • $80k - $125k

     ...of our team, you'll be immersed in an environment that fosters growth, creativity, and collaboration. Here, you'll have the opportunity...  ..., and enabling commercial leadership with robust analytics, planning, and business partnering. Pay range: $80,000-$125,000/year... 

    Armstrong Fluid Technology

    North Tonawanda, NY
    2 days ago
  •  ...KeyCorp in North Tonawanda is seeking a Private Client Banker who will serve as a trusted advisor and problem solver for clients with up to $2M in investable assets. The role includes assessing client financial needs, delivering tailored solutions, and building strong... 
    Hourly pay

    KeyCorp

    North Tonawanda, NY
    3 days ago
  •  ...A financial services company seeks a Private Client Banker in Tonawanda, NY, to assist clients in achieving their financial wellness through tailored advice and solutions. This role involves developing strong client relationships, promoting investment and insurance products... 
    Hourly pay

    KeyCorp

    North Tonawanda, NY
    3 days ago
  • $43k - $50k

     ...experiences. Our Lifestyle Product Line Associates aid in the completion of various go-to-...  ...in Product Development, Management, Planning or related field preferred; additional...  ..., financial stability, and personal growth, along with a generous PTO policy. As... 
    Casual work
    Work at office
    Local area

    New Era Cap

    Buffalo, NY
    2 days ago
  •  ...Fifco USA in Buffalo, NY is seeking a Commercial Planning Analyst for a regular full-time position. This role involves supporting the...  ...financial planning and analysis. The ideal candidate will optimize growth opportunities, develop insights into forecasts, and work... 
    Full time
    Remote work

    FIFCO USA

    Buffalo, NY
    6 hours ago
  • $90k

     ...engagement initiatives that support student success and institutional growth. The role advances the College's enrollment and engagement...  ...learning opportunities; Provides leadership on strategic planning, data analysis, policies, and procedures for assigned enrollment... 
    Hourly pay
    Full time
    Part time
    Work at office
    Night shift
    Afternoon shift

    SUNY Erie Community College

    Williamsville, NY
    1 day ago
  • $86.2k - $104.88k

     ...Title:Associate Architect, Plant Srvs & School Planning - Perm/Prov. RB 25-545 ID:10522 Department:Plant Services and...  ...; Acts as project advisor to construction and repair project...  ...relationships with technical experts, clients, administrators, etc.; Physical... 
    Permanent employment
    For contractors

    Buffalo Public Schools

    Buffalo, NY
    3 days ago
  •  ...Build Lasting Relationships: Connect with clients and their pets, becoming their trusted...  ...Clearly communicate findings and treatment plans, empowering clients to make informed...  ...insurance for peace of mind. Commitment to Growth Receive a yearly CE allowance with... 
    Temporary work
    Local area

    Millersport Small Animal Clinic

    Getzville, NY
    12 hours ago
  •  ...Position Overview The Associate Clinical Specialist independently provides customer support...  ...This position provides on-site, hands‑on client support for Fujifilm Endoscopy’s entire...  ...to troubleshoot issues, and implementing plans to minimize repairs and prevent future handling... 
    Work at office
    Local area
    Remote work
    Flexible hours

    FUJIFILM Holdings America Corporation

    Buffalo, NY
    4 days ago
  •  ...In this position, you will engage with clients to understand their financial objectives...  ...investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant...  ...and mental health resources Career growth opportunities and ongoing training... 

    WealthBridge Financial Group

    Grand Island, NY
    3 days ago
  •  ...Island, NY. This role involves engaging clients to understand their financial goals and advising...  ..., including investment and retirement planning. Candidates should possess a Bachelor's...  ...health coverage, 401(k) matching, and career growth opportunities. #J-18808-Ljbffr... 

    WealthBridge Financial Group

    Grand Island, NY
    3 days ago
  •  ...seeking a Financial Representative to join their team in Eggertsville, NY. You will help clients achieve their financial goals through personalized insurance solutions and financial planning. This role involves engaging with clients, developing comprehensive financial plans,... 
    Remote work
    Work from home
    Flexible hours

    Northwestern Mutual

    Amherst, NY
    6 hours ago
  • $75k

     ...A financial services company is looking for an experienced financial advisor in Buffalo, NY. The ideal candidate will provide excellent service to clients, helping them meet financial goals through tailored recommendations. Responsibilities include exceptional customer... 

    WizeHire

    Buffalo, NY
    4 days ago
  •  ...Title: Assistant, Associate or Full Professor, Surgical Pathology Job Type:...  ...providing meaningful opportunities for academic growth, education, and independent research...  ...centered cancer diagnosis and treatment planning • Participate in subspecialty sign-out... 
    Full time
    Traineeship
    Work at office
    Shift work
    Day shift

    Roswell Park Cancer Institute

    Buffalo, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor Associate Client-Centric Planning & Growth. Be the first to apply!