Financial Planning Associate

Level Financial Advisors

We have an immediate need for a Financial Planning Associate to join our growing firm in East Amherst, NY. This is a full-time, in-office position at our main headquarters on Transit Road.

Our Financial Planning Associate is responsible for for assisting the Financial Advisors, Senior Financial Advisors, Executives, Client Services Team, and Partners of the firm with daily tasks and projects related to financial planning and investment management of clients. Further responsibilities include various client services tasks, including processing paperwork, moving money, creating agreements and onboarding clients.

For the right candidate, there is opportunity to grow. We believe in mentoring and developing anyone who has interest in making the most of their work life and career. Level Financial Advisors has been voted one of the Best Places To Work in WNY by Buffalo Business First!**

Requirements:

• Bachelors Degree, preferably in a related field.
• A mature, positive, friendly, outgoing personality.
• A willingness to help others; clients, co-workers……. anyone!
• A thirst to learn.
• Excellent organizational skills; ability to multi-task.
• Strong focus on details to ensure things are done right the first time.
• Proficiency and comfort with technology, including MS Office, CRM software and cloud-based applications.
• The ability to type with excellent proficiency.
• Great organizational skills.

What You Need to Know About Level Financial

At Level, we treat our employees with respect. If you join our firm, you’re in the family. We are a tight-knit group, and we think it’s the best you’ll find anywhere around. That starts with respect and treating people the right way!

We offer a competitive salary, quarterly bonuses, generous paid time off, 401K with match, excellent medical, dental and vision benefits. We also offer a paid volunteerism program that encourages you to go help other people!

We think that having happy, motivated employees leads to success for everyone.

** 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 Buffalo Business First Best Places to Work Finalist

Benefits offered:

• Paid time off
• Health insurance
• Dental insurance
• Long Term Disability Insurance
• Group Life Insurance
• 401K Plan with Match
• Paid Parental Leave
• Paid Volunteerism Program
• Healthcare spending or reimbursement accounts such as HSAs or FSAs
• Education assistance or tuition reimbursement
• Workplace perks such as food/coffee and flexible work schedules
• Others

Work Remotely

• No

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Education:

• Bachelor’s (Required)

Experience:

• post-college work: 2 years (Preferred)

Work Location:

In person