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Client-Centric Financial Advisor & Planner
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2026-07-16
Listing for:
The Vermont Agency
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
The Vermont Agency is seeking an experienced financial advisor in Buffalo, NY to design and implement client strategies, maintain strong relationships, and provide ongoing financial guidance. This role requires professional licenses and a bachelor’s degree in finance or business, with a focus on clear communication and high-quality service.
The candidate will help clients with life insurance, investments, and retirement planning while building new client relationships and delivering tailored
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