Financial Advisor Position Available In Erie, New York

Between $47k and
$250k
Per Year
(Commission Only) Financial Advisor
(Confidential)

Occupation:

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Location:

Buffalo, NY – 14225
Positions available: 25
Job #: 16879355

Source:

WorkInTexas

Posted:

6/15/2025

Updated:

6/18/2025

Expires:

7/31/2025

Web Site:

WorkInTexas
Onsite /

Remote:

Work at home all of the time

Job Type:

Regular, Full and Part Time Positions, Permanent Employment, Flexible Shift

Agency Job ID:

Experior2 Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window. Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window.
Telework & Remote
Full Time Education
1 Year at College or a Technical or Vocational School Experience
6 Month(s) Age
18 and up Schedule
Full and Part Time Positions Job Type
Regular Duration
Permanent Employment Shift
Flexible Shift Help for . Opens a new window. Help for . Opens a new window.

Job Title:

Financial Advisor Location:

Remote

Job Type:

Full-time or Part-time Job Summary:

We are seeking a knowledgeable and client-focused Financial Advisor to join our team. The ideal candidate will provide personalized financial guidance and investment advice to individuals and businesses, helping them achieve their financial goals. You will be responsible for assessing clients’ financial needs, developing customized financial plans, and recommending suitable products and services.

Key Responsibilities:

Build and maintain strong relationships with clients by understanding their financial goals, risk tolerance, and life circumstances.
Conduct comprehensive financial assessments to develop and implement strategic financial plans.
Provide advice on a range of financial products and services including investments, retirement planning, insurance, estate planning, and tax strategies.
Monitor clients’ financial portfolios and make adjustments as necessary to improve performance or accommodate life changes.
Stay current on financial markets, economic trends, tax laws, and regulatory changes.
Maintain accurate and confidential client records in accordance with compliance and regulatory requirements.
Collaborate with other financial professionals such as accountants, attorneys, and insurance agents as needed.
Proactively acquire new clients through networking, referrals, and community involvement.

Qualifications:

Bachelor’s degree in Finance, Economics, Accounting, or related field (Master’s preferred but not required).
Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar designation preferred but not required.
Minimum of 1-2 years of experience in financial advisory or wealth management.
Excellent interpersonal, communication, and presentation skills.
Strong analytical and problem-solving abilities.
Proficiency in financial planning software and Microsoft Office Suite.
Ability to work independently and manage a client portfolio.
Valid state licensing for selling financial products (e.g., Series 7, 63/65 or 66, Life/Health Insurance license).

Benefits:

Competitive commissions and performance incentives
Flexible Schedule
Professional development and certification support
Opportunities for career advancement

About Us:

Experior Financial Group is a trusted financial services firm committed to providing personalized and strategic financial solutions. Our team of experienced professionals’ partner with clients to create long-term value and financial security. We foster a collaborative and ethical work environment where your success supports our clients’ success. [ AI Translation Assistant Opens in new window ] Help for Employer Information. Opens a new window.