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Financial Planning Associate — Client-Focused
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2026-03-02
Listing for:
Progressive Staffing LLC
Full Time
position Listed on 2026-03-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A local wealth management firm in Buffalo, NY is seeking an Associate Financial Planner to support Senior Financial Advisors in delivering exceptional client service. The role involves gathering client data, preparing financial plans, and ensuring compliance and accuracy of financial information. Ideal candidates should have a Bachelor’s degree, 2-3 years of experience in financial planning, and strong communication and organizational skills.
This is a full-time in-office position offering competitive compensation and bonus eligibility.
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Position Requirements
10+ Years
work experience
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