Find & Apply For Personal Financial Advisor Jobs in Williamsville, New York

Job Overview We are seeking a dynamic and experienced Vice President - Financial Advisor to join our practice in Williamsville, New York. This is a role for an advisor who wants the autonomy and economics of independence without having to build the infrastructure on their own. You'll work alongside a team that has already solved the hard operational problems — planning workflow, client service, compliance, technology, and marketing — so your time goes toward advising clients and growing your business rather than running a back office. Whether you're currently at a wirehouse, a bank or insurance channel, another independent firm, or you're an established advisor evaluating your next move, we'd like to talk. What You'll Do Serve as the primary relationship manager for a group of individual, business owner, and trust clients Deliver comprehensive financial planning across retirement income, investment management, tax-aware strategy, insurance, and estate considerations Develop new client relationships through firm marketing programs, referrals, and your own network Conduct regular reviews and proactively communicate with clients through changing markets and life events Collaborate with the broader advisory team on complex planning cases Maintain accurate records and adhere to firm and regulatory compliance standards What We're Looking For Active securities and/or advisory licensing (Series 7 and 66, or Series 65) Life and health insurance licensing CFP®, ChFC®, CPA, or similar designation is a plus, but not required Prior experience in a client-facing financial advisory role Strong communication skills and genuine interest in the planning side of the business, not just product Self-motivated, coachable, and comfortable in a team-oriented environment Why BearingStone Here's what an advisor joining BearingStone gets: Access to learn from four seasoned advisors with a combined 100+ years of experience Firm-wide systems and processes already built and running Beautiful Main Street office space in Williamsville Access to a number of marketing plans designed to bring in new clients Rep-in-charge status on a portion of existing fee-based business, plus overflow business from two seasoned advisors Fully independent — without the risk and hassle of doing it all yourself Much better payout rates on your current business Compensation Compensation reflects your existing business, your production, and the fee-based relationships assigned to you. We're happy to walk through the specifics in a confidential conversation. Join us as a Vice President - Financial Advisor to shape innovative wealth solutions while building lasting relationships with clients! Your expertise will empower individuals to achieve their financial aspirations through strategic advice grounded in industry-leading knowledge and compliance standards.

Pay:

$50,000.00 - $500,000.00 per year

Benefits:

401(k) Professional development assistance

Work Location:

In person