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Financial Planner Associate: Client Advisory & Growth
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2026-06-20
Listing for:
The Vermont Agency
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
The Vermont Agency is rapidly expanding and looking for an experienced financial advisor to guide clients in making profitable decisions to meet their financial goals.
You will synthesize financial strategies and recommendations, aid clients in implementing these strategies, and establish solid relationships with prospective clients. A Bachelor's degree in finance or business, alongside CPA, CFP, and FINRA licenses, is required. Compensation starts at $75,000 per year with plans and benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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