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US Browse · Buffalo · Financial Advisor

Financial Advisor in Buffalo

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Financial Solutions Advisor - Upstate New York Market
Bank of America
Depew, NY, US
Full time
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office (specific office attendance required)
Series 7 and series 66 licenses
One year investments industry experience
Client relationship management skills
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products
New arrival·2 days ago
Associate Financial Advisor - Fredonia, Ny
Jones Financial (Edward Jones)
Fredonia, NY, US
Not specified; not specified; pyid training provid...
On-site
Build meaningful relationships with clients
Critical thinking and problem solving skills
Understanding of legal and regulatory requirements
Associate Financial Advisors work with an established Financial Advisor to serve clients and grow the branch
9 days ago
Affluent Market Financial Advisor Centralized
M&T Bank
Buffalo, New York, United States of America
Full time
Base: $62,200.00 - $103,600.00 usd; bonus/equity: ...
+2y experience
Investment and insurance sales experience
Client needs analysis and solution delivery
Regulatory compliance with bsa aml kyc
The role serves as an advisor providing advice-based financial solutions to a centralized book of mass affluent retail and business banking customers
12 days ago
Affluent Market Financial Advisor Centralized
M&T Bank
Buffalo, New York, United States of America
Full time
Base: $62,200.00 - $103,600.00 usd; bonus/equity: ...
+2y experience
Investment sales experience
Insurance sales experience
Mass affluent client segment
The role serves as an advisor providing advice-based financial solutions for a centralized book of business focused on the mass affluent segment
12 days ago
Financial Advisor- Centralized
Mnbankandtrust
Buffalo, New York, United States of America
Full time
Base: $62,200.00 - $103,600.00 annual; bonus/equit...
+2y experience
Investment sales experience
Insurance sales experience
Customer needs analysis
The role serves as an advisor providing an advice-based approach to financial solutions for a centralized book of business in the mass affluent segment
12 days ago
Senior Merchant Business Advisor
KeyCorp
Buffalo, New York, US
Full time
Base: $56,000.00 - $85,000.00 annually; bonus/equi...
Hybrid
Senior
3 years payments experience in banking
Prospecting new merchant relationships
Credit card and ach processing knowledge
The role serves as a trusted advisor to develop, manage, and retain profitable client relationships for basic to moderately complex merchant needs
12 days ago
Private Client Banker - North Tonawanda
KeyBank
North Tonawanda, New York, US
Full time
Base: $25.00 - $38.46 ph; incentive: production, c...
Developing customer relationships
Achieving sales goals
Building referral sources
The Private Client Banker acts as a trusted advisor to help clients achieve financial wellness through a plan-based approach
12 days ago
Financial Advisor - Dunkirk, Md - Market 34, Region 250
Jones Financial (Edward Jones)
Dunkirk, MD, US
Salary provided for first five years; compensation...
On-site
Build relationships via face-to-face and virtual sourcing
Deeply understand client needs and priorities
Oversee branch processes and regulatory compliance
Financial advisors partner with clients to help them achieve long-term financial goals such as retirement and estate strategies
12 days ago
Affluent Market Financial Advisor Centralized
M&T Bank
Buffalo, New York, United States of America
Full time
Base: $62,200.00 - $103,600.00 usd; bonus/equity: ...
+2y experience
Investment sales experience
Insurance sales experience
Customer needs analysis
The role serves as an advisor providing customized financial solutions to a book of mass affluent accounts within a centralized function
13 days ago
Financial Advisor- Centralized
M&T Bank
Buffalo, New York, United States of America
Full time
Base: $62,200.00 - $103,600.00 annual; bonus/equit...
+2y experience
Investment sales experience
Insurance sales experience
Client needs analysis
The role serves as an advisor providing customized financial solutions to a mass affluent customer segment with a focus on the best interests of each client
13 days ago
Financial Solutions Advisor - Upstate New York Market
Bank of America Merrill Lynch
Depew, NY, US
Full time
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 and series 66 licenses
One year investments industry experience
Client relationship management skills
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
13 days ago
Affluent Market Financial Advisor Centralized
Montytait
Buffalo, New York, United States of America
Full time
Base: $62,200.00 - $103,600.00 usd; bonus/equity: ...
+2y experience
Investment and insurance sales experience
Mass affluent customer segment focus
Regulatory compliance adherence
The role serves as an advisor providing advice-based financial solutions for a centralized book of mass affluent accounts
14 days ago
Financial Advisor- Centralized
Montytait
Buffalo, New York, United States of America
Full time
Base: $62,200.00 - $103,600.00 annual (usd); bonus...
+2y experience
Investment and insurance sales experience
Customer needs analysis and recommendation
Regulatory compliance and risk management
The role serves as an advisor providing advice-based financial solutions to a book of business comprising smaller, less complex accounts
14 days ago
Merrill Advisor Development Program - Financial Advisor: Western Ny Market
Merrill Wealth Management / Bank of America
Buffalo, NY, US
Full time
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
Series 7 & 66 licenses required
One year financial services experience
Prospecting and client relationship building
The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net worth individuals
14 days ago
Financial Solutions Advisor - Upstate New York Market
Bank of America
Depew, NY, US
Full time
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products
14 days ago
Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Williamsville Office
Merrill Wealth Management / Bank of America
Williamsville, NY, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
This role offers a structured path to become a Merrill Financial Advisor through dedicated training on securities licenses and foundational advisory skills
14 days ago
Affluent Market Financial Advisor Centralized
mvt.se
Buffalo, New York, United States of America
Full time
Base: $62,200.00 - $103,600.00 usd; bonus/equity: ...
+2y experience
Investment sales experience
Insurance sales experience
Customer needs analysis
The role serves as an advisor providing advice-based financial solutions to a mass affluent customer segment with smaller, less complex accounts
14 days ago
Financial Advisor- Centralized
mvt.se
Buffalo, New York, United States of America
Full time
Base: $62,200.00 - $103,600.00 annual (usd); bonus...
+2y experience
Investment and insurance sales experience
Customer needs analysis and recommendations
Regulatory compliance with bsa aml kyc
The role serves as an advisor providing advice-based financial solutions to a book of business comprising smaller, less complex accounts
14 days ago
Affluent Market Financial Advisor Centralized
MTB (M&T Bank)
Buffalo, New York, United States of America
Full time
Base: $62,200.00 - $103,600.00 usd; bonus/equity: ...
+2y experience
Investment and insurance sales experience
Customer needs analysis and recommendation
Sales goal achievement and portfolio management
The role serves as an advisor delivering customized financial, investment, and insurance solutions to the mass affluent segment within a centralized function
15 days ago
Financial Advisor- Centralized
MTB (M&T Bank)
Buffalo, New York, United States of America
Full time
Base: $62,200.00 - $103,600.00 annual (usd); bonus...
+2y experience
Investment and insurance sales experience
Mass affluent customer segment focus
Regulatory compliance adherence
The role serves as an advisor providing advice-based financial solutions for a centralized book of business within the mass affluent segment
15 days ago
Financial Advisor- Centralized
Mtbachelor
Buffalo, New York, United States of America
Full time
Base: $62,200.00 - $103,600.00 annual usd; bonus/e...
+2y experience
Investment and insurance sales experience
Mass affluent customer segment focus
Regulatory compliance adherence
The role serves as an advisor providing advice-based financial solutions for a centralized book of smaller, less complex accounts
15 days ago
Associate Advisor - M&t Bank
M&T Bank
Buffalo, NY, US
Full time
Base: $70,000 - $73,000; bonus/equity: eligible fo...
Series 7 and 66 license required
Insurance license required
Three years investment sales experience
This position allows you to join the Investment Program at M&T Bank as an Associate Financial Advisor associated with LPL Financial
17 days ago
Merrill Advisor Development Program - Financial Advisor: Western Ny Market
Bank of America Merrill Lynch
Buffalo, NY, US
Full time
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors specializing in goals-based wealth management
18 days ago
Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Williamsville Office
Bank of America Merrill Lynch
Williamsville, NY, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
This role offers a structured path to become a Merrill Financial Advisor through dedicated training on securities licenses and foundational advisory skills
18 days ago
Merrill Advisor Development Program - Financial Advisor: Western Ny Market
Bank of America (GHR)
Buffalo, NY, US
Full time
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
Prospecting and networking skills
Investment products knowledge
The role involves developing a book of business and delivering comprehensive financial recommendations to high-net-worth individuals
18 days ago

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Financial Advisor in Buffalo

Financial Solutions Advisor - Upstate New York Market

Associate Financial Advisor - Fredonia, Ny

Affluent Market Financial Advisor Centralized

Affluent Market Financial Advisor Centralized

Financial Advisor- Centralized

Senior Merchant Business Advisor

Private Client Banker - North Tonawanda

Financial Advisor - Dunkirk, Md - Market 34, Region 250

Affluent Market Financial Advisor Centralized

Financial Advisor- Centralized

Financial Solutions Advisor - Upstate New York Market

Affluent Market Financial Advisor Centralized

Financial Advisor- Centralized

Merrill Advisor Development Program - Financial Advisor: Western Ny Market

Financial Solutions Advisor - Upstate New York Market

Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Williamsville Office

Affluent Market Financial Advisor Centralized

Financial Advisor- Centralized

Affluent Market Financial Advisor Centralized

Financial Advisor- Centralized

Financial Advisor- Centralized

Associate Advisor - M&t Bank

Merrill Advisor Development Program - Financial Advisor: Western Ny Market

Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Williamsville Office

Merrill Advisor Development Program - Financial Advisor: Western Ny Market