UNKNOWN

FEED

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. 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.

YEAR

Junior Investment Advisor AssociateStaffBuffalo 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:<ul><li>Support financial planning initiatives by gathering client information, preparing meeting materials, and coordinating follow-up items.</li><li>Assist with client onboarding, account servicing, paperwork processing, and CRM management.</li><li>Coordinate scheduling, client communication, and ongoing relationship management efforts.</li><li>Participate in client meetings, take detailed notes, and help convert action items into organized workflows.</li><li>Support investment research, retirement planning, and financial planning analysis alongside senior advisors.</li><li>Help maintain operational organization across planning systems, compliance processes, and client service activities.</li><li>Contribute to a collaborative team environment while developing toward a future client-facing advisory role.</li></ul>Qualifications:<ul><li>Bachelor’s degree required; preferably in Finance, Accounting, Business, or a related field.</li><li>Strong organizational skills with exceptional attention to detail and follow-through.</li><li>Relationship-oriented personality with a client-service mindset and strong emotional intelligence.</li><li>Self-motivated, proactive, and comfortable managing multiple priorities in a fast-paced environment.</li><li>Excellent written and verbal communication skills with a professional presence.</li><li>Interest in investments, financial planning, wealth management, or advisory services.</li><li>Proficiency in Microsoft Office, particularly Excel, is preferred; familiarity with financial planning software is a plus.</li></ul>Benefits:<ul><li>Competitive Salary: $70,000 - $80,000/year.</li><li>Performance-based bonus opportunities with strong earning potential over time.</li><li>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.</li><li>Collaborative, team-oriented culture focused on professional growth and client service excellence.</li><li>Strong investment in employee development and licensing support.</li><li>Generous PTO.</li><li>401(k) with employer match and healthcare contribution support.</li><li>Paid Parking</li></ul>#INDSBHIGH

StaffBuffalo

Junior Investment Advisor Associate

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

Crelate

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. 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.

Investment Advisor AssociateOverview: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:<ul><li>Assist advisors with financial planning preparation, portfolio reviews, account servicing, and follow-up activities.</li><li>Gather, organize, and maintain client financial information and planning documentation.</li><li>Coordinate client onboarding, account opening paperwork, and ongoing administrative requests.</li><li>Deliver a high-touch client experience through proactive communication, scheduling, and personalized follow-up.</li><li>Maintain accurate CRM records and support ongoing client engagement initiatives including events and outreach campaigns.</li><li>Prepare reports, presentations, and meeting materials while supporting day-to-day office and operational workflows.</li><li>Participate in client meetings, take detailed notes, and support long-term relationship management initiatives.</li></ul>Qualifications:<ul><li>Bachelor’s degree required.</li><li>Strong organizational skills with exceptional attention to detail and follow-through.</li><li>Excellent written and verbal communication abilities with a polished, professional presence.</li><li>Client-service mindset with empathy, emotional intelligence, and relationship-building strengths.</li><li>Ability to manage multiple priorities and adapt quickly in a fast-paced environment.</li><li>Proficiency with Microsoft Excel, Outlook, Teams, and general technology platforms; CRM experience preferred.</li><li>Interest in investments, financial planning, and long-term growth within wealth management.</li></ul>Benefits:<ul><li>Competitive salary $100,000 - $120,000 + depending on experience and background.</li><li>Great PTO and flexibility with supportive leadership.</li><li>Annual bonus potential with strong historical payouts.</li><li>Paid parking and a professional, collaborative office environment.</li><li>Team-focused culture with company events, happy hours, golf outings, and holiday celebrations.</li><li>Mentorship, training, and long-term professional development opportunities.</li></ul>#INDSBHIGHThe 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!

Investment Advisor Associate

Analysis Skills

Business Growth

Campaigns

Customer Experience

Customer Service Operations

Develop and Maintain Customers

Documentation Plan

Microsoft Outlook

Military

Record Keeping

Reporting Skills

We specialize in integrating systems, providing energy-efficient equipment and services, and supporting sustainability through innovative technologies like renewable natural gas conversion and energy storage solutions. The Strategic Finance Analyst supports revenue growth and strategic decision-making by delivering actionable financial insights across Sales Operations and Battery Energy Storage System (BESS) initiatives.

Job Requirements The Strategic Finance Analyst supports revenue growth and strategic decision-making by delivering actionable financial insights across Sales Operations and Battery Energy Storage System (BESS) initiatives. This role partners cross-functionally to drive visibility into pipeline performance, bookings, and backlog while developing advanced financial models to evaluate energy storage opportunities. The position plays a key role in forecasting, pricing strategy, and investment analysis, translating complex data into clear recommendations that enable business performance and scalable growth. Work Experience <ul><li>Bachelors degree in Finance, Accounting, Economics, or related field, required</li><li>Five (5) years of experience in FP&A, strategic finance, commercial finance, or corporate finance, required</li><li>Experience supporting revenue-driven or project-based financial analysis, required</li><li>Software & Systems</li><li>Advanced proficiency in Microsoft Excel, including financial modeling, scenario analysis, and data manipulation, required</li><li>Experience with Power BI, Tableau, or similar data visualization tools, required</li><li>Experience working with Salesforce or CRM-based pipeline reporting, preferred</li><li>Experience integrating and analyzing data across multiple systems (CRM, ERP, BI tools), required</li><li>Strong financial modeling capabilities, including cash flow modeling, IRR, NPV, and payback analysis</li><li>Understanding of revenue drivers, sales performance metrics, and pipeline analytics</li><li>Knowledge of budgeting, forecasting, and variance analysis methodologies</li><li>Familiarity with pricing strategy and deal structuring concepts</li><li>Knowledge of energy markets, infrastructure, or Battery Energy Storage Systems (BESS), preferred</li><li>Experience in energy, infrastructure, construction, or renewable/BESS environments</li><li>Experience supporting cross-functional teams in a high-growth or evolving business environment</li><li style="text-align:justify">Experience supporting M&A integration or working within acquired business environments</li><li>Must be authorized to work in the United States.</li><li>Must be able to pass pre-employment screenings.</li><li>Valid drivers license (if travel is required).</li></ul> Benefits Advance your career with Stark Tech, a leader in facilities and energy solutions. We specialize in integrating systems, providing energy-efficient equipment and services, and supporting sustainability through innovative technologies like renewable natural gas conversion and energy storage solutions. At Stark Tech, we prioritize employee well-being and offer comprehensive benefits including paid time off, 401(k) with employer match, medical coverage, wellness programs, and career development opportunities. Join our fast-growing, customer-focused organization where your skills and dedication will be valued and rewarded with competitive pay and a positive work environment.

Investment Jobs in Lockport, NY

Resume Resources

Get noticed by top employers!

Investment Jobs in Lockport, NY

Junior Investment Advisor Associate StaffBuffalo

Investment Advisor Associate StaffBuffalo

Strategic Financial Analyst Stark Tech

Resume Resources