Accounting, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Customer/Client Research, Detail Oriented, Finance, Finance Software, Financial Analysis, Financial Planning, Follow Through, Healthcare, Intelligence Agencies, Investment Services, Leadership, Licensing, Mentoring, Microsoft Excel, Microsoft Office, Multitasking, Onboarding, Operations Planning, Organizational Skills, Presentation/Verbal Skills, Relationship Management, Retirement Planning, Sales Management, Staff Development, Team Player, Wealth Management, Writing Skills
Junior Investment Advisor Associate
StaffBuffalo is working with a collaborative and growing wealth management organization to hire a Junior Investment Advisor Associate, offering a long-term opportunity to build a meaningful career in financial planning and advisory services. This role, paying $70,000 - $80,000/year is ideal for someone who enjoys relationship building, staying highly organized, and supporting clients through thoughtful, detail-oriented service while learning the foundations of wealth management.
The Junior Investment Advisor Associate will support financial planning initiatives, client service responsibilities, and day-to-day operational coordination while working closely with senior leadership. This position is designed for someone who wants to grow into a future advisory role over time through hands-on mentorship, professional development, and increasing client exposure.
The ideal candidate is proactive, relationship-oriented, and motivated to build a long-term future in wealth management. Strong communication skills, emotional intelligence, organization, and a genuine desire to provide exceptional service are essential for success in this role.
This is an In-Person role in Buffalo, NY.
Responsibilities:
- Support financial planning initiatives by gathering client information, preparing meeting materials, and coordinating follow-up items.
- Assist with client onboarding, account servicing, paperwork processing, and CRM management.
- Coordinate scheduling, client communication, and ongoing relationship management efforts.
- Participate in client meetings, take detailed notes, and help convert action items into organized workflows.
- Support investment research, retirement planning, and financial planning analysis alongside senior advisors.
- Help maintain operational organization across planning systems, compliance processes, and client service activities.
- Contribute to a collaborative team environment while developing toward a future client-facing advisory role.
Qualifications:
- Bachelor’s degree required; preferably in Finance, Accounting, Business, or a related field.
- Strong organizational skills with exceptional attention to detail and follow-through.
- Relationship-oriented personality with a client-service mindset and strong emotional intelligence.
- Self-motivated, proactive, and comfortable managing multiple priorities in a fast-paced environment.
- Excellent written and verbal communication skills with a professional presence.
- Interest in investments, financial planning, wealth management, or advisory services.
- Proficiency in Microsoft Office, particularly Excel, is preferred; familiarity with financial planning software is a plus.
Benefits:
- Competitive Salary: $70,000 - $80,000/year.
- Performance-based bonus opportunities with strong earning potential over time.
- Long-term career development path with mentorship from experienced financial advisors and leadership and opportunity to grow into a future Investment Advisor role over time.
- Collaborative, team-oriented culture focused on professional growth and client service excellence.
- Strong investment in employee development and licensing support.
- Generous PTO.
- 401(k) with employer match and healthcare contribution support.
- Paid Parking
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