Job Overview
We are seeking a motivated and detail-oriented Entry Level Financial Advisor to join our dynamic team. This role is ideal for individuals who are passionate about finance and eager to develop their skills in financial services. As an Entry Level Financial Advisor, you will assist clients in managing their financial goals and provide guidance on various financial products and services. This position offers an excellent opportunity for professional growth and development within the financial industry.
Responsibilities
- Assist clients with cash management strategies to optimize their financial resources.
- Provide support in asset management by analyzing client portfolios and recommending appropriate investment strategies.
- Collaborate with senior advisors to develop comprehensive financial plans tailored to client needs.
- Conduct research on market trends, securities law, and tax implications affecting client investments.
- Utilize financial software to prepare reports and presentations for client meetings.
- Maintain accurate records of client interactions and transactions, ensuring compliance with regulatory requirements.
- Engage in sales activities to promote financial products and services, building strong relationships with clients.
- Stay informed about industry developments and continuously enhance your knowledge of corporate accounting practices.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field is preferred.
- Strong understanding of cash management principles and financial services.
- Familiarity with asset management concepts and corporate accounting practices is a plus.
- Knowledge of securities law and tax regulations relevant to financial advising is beneficial.
- Excellent communication skills, both verbal and written, with the ability to explain complex financial concepts clearly.
- Proficiency in using financial software and tools for analysis and reporting purposes.
- Strong analytical skills with attention to detail in managing accounts and transactions.
- A proactive attitude towards learning and professional development within the finance sector.
Join us as we empower individuals to achieve their financial goals while building a rewarding career in the finance industry!
Job Type: Full-time
Pay: $32,400.00 - $135,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Matching gift program
- Vision insurance
Application Question(s):
- Will you now, or in the future, require sponsorship for a Visa or Citizenship?
License/Certification:
- Driver's License (Preferred)
Ability to Commute:
- Buffalo, NY 14221 (Required)
Work Location: In person
