Certified Financial Planner - Associate Advisor

Level Financial Advisors is a highly respected and well-established independent, fee-only, financial advisory firm in Western New York. Known for its fiduciary commitment, integrity, and dedication to long-term client success, Level provides comprehensive financial planning and investment management services to individuals and families.

We are seeking an Associate Advisor to provide expert financial planning and investment advice to a dedicated client base. This individual will play a key role in nurturing client relationships, managing portfolios, and supporting firm-wide business development goals. This position offers an opportunity to join a team-oriented environment and make a meaningful impact on clients’ financial well-being. The position could entail a path to partnership for well-qualified candidates.

• Provide comprehensive financial planning and investment advice to assigned clients.
• Develop new client relationships and contribute to the firm’s revenue growth.
• Support existing financial advisors in a team environment.
• Prepare and present financial plans based on client needs.
• Serve as lead or supporting advisor on high-value client accounts.
• Attend networking and educational events to build visibility and connections.
• Contribute to content creation such as blogs or videos.
• Uphold a strict fiduciary standard in all client engagements.

• Minimum 5 years’ experience in financial planning and investment management roles.
• No securities or insurance licenses required.
• Strong communication and presentation skills.
• Valid driver’s license.

• Empathetic and client-focused, always acting in the client’s best interest.
• Able to independently resolve client issues and prioritize workload.
• Open to giving feedback and participating in continuous firm improvement.
• Comfortable with occasional travel and remote work as needed.

• Competitive base salary and revenue sharing.
• Comprehensive health benefits and retirement plan.
• Flexible, team-oriented work environment.

Level Financial Advisors has been voted by Buffalo Business First as one of the Best Places To Work in Western New York every year since 2019.

Interested candidates can apply by sending a resume to