Financial Advisor

Company Description

Courier Capital is a trusted financial advisory firm with over five decades of experience providing premier independent financial advice and investment management services. The company specializes in wealth management, institutional management and advisory, and retirement services, offering tailored solutions for individuals and organizations. Courier Capital is dedicated to optimizing wealth preservation and growth through tailored strategies, including tax-efficient investments, risk management, and estate planning.

The firm also provides customized retirement services, expert investment selection, and education for plan participants. As an SEC Registered Investment Adviser, Courier Capital is committed to delivering comprehensive, transparent, and client-focused financial solutions.

This is a full-time on-site role for a Financial Advisor, located in Buffalo, NY. The Financial Advisor will be responsible for providing personalized financial planning and investment advisory services to clients. Duties include analyzing financial data, developing tailored strategies for wealth and retirement planning, conducting regular portfolio reviews, and maintaining client relationships. The role also involves guiding clients in making informed financial decisions and staying updated on industry trends to deliver insightful recommendations.

Collaboration with team members to develop and enhance client services is a key part of this position.

• Proficiency in Financial Planning and Retirement Planning to support clients in achieving their short-term and long-term financial goals
• Strong expertise in Finance and Investments to develop strategies that align with the individual needs and objectives of clients
• Experience in delivering Financial Advisory services with a focus on transparency and trust
• Excellent interpersonal and communication skills for developing and maintaining client relationships
• Current certifications such as CFP (Certified Financial Planner) or similar qualifications are preferred
• Bachelor's degree in Finance, Economics, Accounting, or a related field
• Proficiency in financial management software and financial analysis tools
• Strong analytical and problem-solving skills with a commitment to maintaining ethical standards