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Financial Advisor in Buffalo
Mtb
Affluent Market Financial Advisor Centralized
Financial solutionsInvestment productsInsurance solutions$62,200.00 - $103,600.00 py
Mtb looks for a +2y experience Affluent Market Financial Advisor Centralized
Buffalo, New York, USFull time+2y experienceJob Match ScoreCreate Profile
14 days agoCoreBridge Financial Services
Financial Advisor - Buffalo
Client meetingsFinancial planning toolsMarketing support$70,000-$80,000 py
CoreBridge Financial Services is seeking a Financial Advisor in Buffalo, NY, who is passionate about providing personalized retirement and financial planning. The role emphasizes the importance of flexibility in scheduling and offers comprehensive support and resources to help advisors succeed
Buffalo, NY, USFully remoteFull time+2y experienceJob Match ScoreCreate Profile15 days agoBank of America
Financial Solutions Advisor - Upstate New York Market
Series 7 and series 66 licensesOne year investments industry experienceClient relationship management skills$70,000.00 - $80,000.00 annualized py
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products
Depew, NY, USIn-office (specific office attendance required)Full timeExperience requiredJob Match ScoreCreate Profile17 days agoM&T Bank
Affluent Market Financial Advisor Centralized
Investment and insurance sales experienceClient needs analysis and solution deliveryRegulatory compliance with bsa aml kyc$62,200.00 - $103,600.00 usd py
The role serves as an advisor providing advice-based financial solutions to a centralized book of mass affluent retail and business banking customers
Buffalo, New York, USFull time+2y experienceJob Match ScoreCreate Profile27 days agoM&T Bank
Affluent Market Financial Advisor Centralized
Investment sales experienceInsurance sales experienceMass affluent client segment$62,200.00 - $103,600.00 usd py
The role serves as an advisor providing advice-based financial solutions for a centralized book of business focused on the mass affluent segment
Buffalo, New York, USFull time+2y experienceJob Match ScoreCreate Profile27 days agoMnbankandtrust
Financial Advisor- Centralized
Investment sales experienceInsurance sales experienceCustomer needs analysis$62,200.00 - $103,600.00 annual py
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
Buffalo, New York, USFull time+2y experienceJob Match ScoreCreate Profile27 days agoKeyCorp
Senior Merchant Business Advisor
3 years payments experience in bankingProspecting new merchant relationshipsCredit card and ach processing knowledge$56,000.00 - $85,000.00 annually py
The role serves as a trusted advisor to develop, manage, and retain profitable client relationships for basic to moderately complex merchant needs
Buffalo, New York, USHybridFull time+3y experienceJob Match ScoreCreate Profile27 days agoKeyBank
Private Client Banker - North Tonawanda
Developing customer relationshipsAchieving sales goalsBuilding referral sources$25.00 - $38.46 ph
The Private Client Banker acts as a trusted advisor to help clients achieve financial wellness through a plan-based approach
North Tonawanda, New York, USFull timeJob Match ScoreCreate Profile27 days agoM&T Bank
Affluent Market Financial Advisor Centralized
Investment sales experienceInsurance sales experienceCustomer needs analysis$62,200.00 - $103,600.00 usd py
The role serves as an advisor providing customized financial solutions to a book of mass affluent accounts within a centralized function
Buffalo, New York, USFull time+2y experienceJob Match ScoreCreate Profile28 days agoM&T Bank
Financial Advisor- Centralized
Investment sales experienceInsurance sales experienceClient needs analysis$62,200.00 - $103,600.00 annual py
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
Buffalo, New York, USFull time+2y experienceJob Match ScoreCreate Profile28 days agoBank of America Merrill Lynch
Financial Solutions Advisor - Upstate New York Market
Series 7 and series 66 licensesOne year investments industry experienceClient relationship management skills$70,000.00 - $80,000.00 annualized py
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Depew, NY, USFull timeExperience requiredJob Match ScoreCreate Profile29 days agoMontytait
Affluent Market Financial Advisor Centralized
Investment and insurance sales experienceMass affluent customer segment focusRegulatory compliance adherence$62,200.00 - $103,600.00 usd py
The role serves as an advisor providing advice-based financial solutions for a centralized book of mass affluent accounts
Buffalo, New York, USFull time+2y experienceJob Match ScoreCreate Profile29 days agoMontytait
Financial Advisor- Centralized
Investment and insurance sales experienceCustomer needs analysis and recommendationRegulatory compliance and risk management$62,200.00 - $103,600.00 annual (usd) py
The role serves as an advisor providing advice-based financial solutions to a book of business comprising smaller, less complex accounts
Buffalo, New York, USFull time+2y experienceJob Match ScoreCreate Profile29 days agoMerrill Wealth Management / Bank of America
Merrill Advisor Development Program - Financial Advisor: Western Ny Market
Series 7 & 66 licenses requiredOne year financial services experienceProspecting and client relationship building$80,000.00 - $90,000.00 annualized py
The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net worth individuals
Buffalo, NY, USFull timeExperience requiredJob Match ScoreCreate Profile29 days agoBank of America
Financial Solutions Advisor - Upstate New York Market
Series 7 and series 66 licenses requiredOne year investments industry experienceClient financial goal planning$70,000.00 - $80,000.00 annualized py
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products
Depew, NY, USFull timeExperience requiredJob Match ScoreCreate Profile29 days agoMerrill Wealth Management / Bank of America
Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Williamsville Office
Obtain sie license within 60 daysObtain series 7 and 66 licenses within 120 daysPhone-based licensed advisor role$28.85 - $33.65 hourly ph
This role offers a structured path to become a Merrill Financial Advisor through dedicated training on securities licenses and foundational advisory skills
Williamsville, NY, USFull timeExperience requiredJob Match ScoreCreate Profile29 days agomvt.se
Affluent Market Financial Advisor Centralized
Investment sales experienceInsurance sales experienceCustomer needs analysis$62,200.00 - $103,600.00 usd py
The role serves as an advisor providing advice-based financial solutions to a mass affluent customer segment with smaller, less complex accounts
Buffalo, New York, USFull time+2y experienceJob Match ScoreCreate Profile30 days agomvt.se
Financial Advisor- Centralized
Investment and insurance sales experienceCustomer needs analysis and recommendationsRegulatory compliance with bsa aml kyc$62,200.00 - $103,600.00 annual (usd) py
The role serves as an advisor providing advice-based financial solutions to a book of business comprising smaller, less complex accounts
Buffalo, New York, USFull time+2y experienceJob Match ScoreCreate Profile30 days agoMTB (M&T Bank)
Affluent Market Financial Advisor Centralized
Investment and insurance sales experienceCustomer needs analysis and recommendationSales goal achievement and portfolio management$62,200.00 - $103,600.00 usd py
The role serves as an advisor delivering customized financial, investment, and insurance solutions to the mass affluent segment within a centralized function
Buffalo, New York, USFull time+2y experienceJob Match ScoreCreate Profile30 days agoMTB (M&T Bank)
Financial Advisor- Centralized
Investment and insurance sales experienceMass affluent customer segment focusRegulatory compliance adherence$62,200.00 - $103,600.00 annual (usd) py
The role serves as an advisor providing advice-based financial solutions for a centralized book of business within the mass affluent segment
Buffalo, New York, USFull time+2y experienceJob Match ScoreCreate Profile30 days agoMtbachelor
Financial Advisor- Centralized
Investment and insurance sales experienceMass affluent customer segment focusRegulatory compliance adherence$62,200.00 - $103,600.00 annual usd py
The role serves as an advisor providing advice-based financial solutions for a centralized book of smaller, less complex accounts
Buffalo, New York, USFull time+2y experienceJob Match ScoreCreate Profile30 days agoM&T Bank
Associate Advisor - M&t Bank
Series 7 and 66 license requiredInsurance license requiredThree years investment sales experience$70,000 - $73,000 py
This position allows you to join the Investment Program at M&T Bank as an Associate Financial Advisor associated with LPL Financial
Buffalo, NY, USFull timeExperience requiredJob Match ScoreCreate Profile32 days agoBank of America Merrill Lynch
Merrill Advisor Development Program - Financial Advisor: Western Ny Market
Series 7 & 66 licenses requiredOne year financial services experienceInvestment products knowledge$80,000.00 - $90,000.00 annualized py
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors specializing in goals-based wealth management
Buffalo, NY, USFull timeExperience requiredJob Match ScoreCreate Profile33 days agoBank of America Merrill Lynch
Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Williamsville Office
Obtain sie license within 60 daysObtain series 7 and 66 licenses within 120 daysPhone-based licensed advisor role$28.85 - $33.65 hourly ph
This role offers a structured path to become a Merrill Financial Advisor through dedicated training on securities licenses and foundational advisory skills
Williamsville, NY, USFull timeExperience requiredJob Match ScoreCreate Profile33 days agoBank of America (GHR)
Merrill Advisor Development Program - Financial Advisor: Western Ny Market
Series 7 & 66 licenses requiredProspecting and networking skillsInvestment products knowledge$80,000.00 - $90,000.00 annualized py
The role involves developing a book of business and delivering comprehensive financial recommendations to high-net-worth individuals
Buffalo, NY, USFull timeExperience requiredJob Match ScoreCreate Profile33 days ago
