Financial Planning Associate: into Advisor
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2026-01-24
Listing for:
Jensen, Marks, Langer & Vance, LLC
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Financial Services
Job Description & How to Apply Below
A financial services firm is seeking an Associate Financial Planner to support senior advisors in developing financial plans. The role is ideal for those looking to apply their financial expertise meaningfully and grow into an advisory position. Responsibilities include meeting clients, developing financial plans, and ensuring deliverables are client-ready. Ideal candidates have 2+ years of experience in financial planning, strong communication skills, and knowledge of financial planning software.
Compensation ranges from $66,500 to $80,000, with additional benefits.
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Position Requirements
10+ Years
work experience
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