Wealth Advisor - Buffalo, New York United States - 37876



JOB DESCRIPTION

Job #: 37876
Title: Wealth Advisor
Job Location: Buffalo, New York - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above average benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


This is a great opportunity for someone to come into an established group and continue to build out their footprint. The Firm has an established client base and extensive COI network for Wealth Advisor to utilize.  Partner who directs this region will share referrals, make introductions to COI’s, and pass clients to Wealth Advisor as they get up to speed.

Base salary plus incentive compensation with no cap.

JOB DESCRIPTION

New expansion for established 6B+ RIA

Well established Midwest-based RIA (15+ years in business) seeks entrepreneurial Wealth Advisor to lead expansion of established presence in Buffalo, NY.

The firm has a track record of success in developing and expanding existing markets. In order to better service clients and increase their established footprint in Buffalo, the Firm is seeking a Wealth Advisor to lead this effort and report directly to the Firm's senior management. Firm is employee owned and is looking for a professional with partnership potential.


The role will focus on developing and growing comprehensive high touch relationships for the Firm's HNW clientele (5-200mm+). The Firm has a broad investment offering including ETF's, mutual funds, international, hedge funds, etc., with a fiduciary approach and strong financial planning components. Extensive support and infrastructure provided via established head office team to best service clients. 
 

 

 


QUALIFICATIONS

The ideal candidate will  have strong investment advisory background, track record of client service and business development, and ideally some portable client relationships. May consider individual with a track record of business development who is not able to bring over a book immediately due to contractual restrictions.

Education:
University - Bachelor's Degree/3-4 Year Degree

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