Senior Wealth Advisor; Hybrid - Planning-First, Team-Driven
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2026-01-25
Listing for:
TalentRise, An Aleron Company
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial advisory firm in Buffalo is seeking a Senior Wealth Adviser to manage high-net-worth client relationships. The role focuses on client stewardship, financial planning, and team collaboration in a values-driven environment. Candidates should have experience in investments, tax strategy, and estate planning. This position features a competitive salary with potential OTE exceeding $300k and a hybrid working model requiring three days per week in the office.
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Position Requirements
10+ Years
work experience
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