![]() ![]() Responsibilities Develop rapport with existing clients as well as new clientele/prospects Meet with clients on a regular basis (either solo t or alongside the firm’s lead advisors) to review portfolio performance and overall financial plan – through use of various planning software programs. Networking and growing personal relationships in the Buffalo community will be a huge factor for success in this role. This Associate Wealth Management Advisor will be responsible for servicing existing clients with new product and Investment recommendations, acquiring new clients, and assisting with Financial Planning for new and existing clients. Targeting a highly motivated and charismatic candidate who is passionate about growing the business with the support of the company’s network. ![]()
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