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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.

YEAR

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!

StaffBuffalo

Investment Advisor Associate

Analysis Skills

Business Growth

Campaigns

Communication Skills

Customer Experience

Customer Relations

Customer Relationship Management (CRM)

Customer Service Operations

Customer Support/Service

Detail Oriented

Develop and Maintain Customers

Documentation Plan

Financial Planning

Follow Through

Investment Services

Leadership

Mentoring

Microsoft Excel

Microsoft Outlook

Military

Multitasking

Onboarding

Organizational Skills

Presentation/Verbal Skills

Record Keeping

Relationship Management

Reporting Skills

Sales Management

Team Player

Wealth Management

Writing Skills

Crelate

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 Snyder, NY

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Investment Jobs in Snyder, NY

Investment Advisor Associate StaffBuffalo

Strategic Financial Analyst Stark Tech Group

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