Top 17 Wealth management advisor Jobs in Williamsville, Ny

Paraplanner (1 year Financial Planning Experience Required)
Invictus Advisory Services —West Seneca, NY
- $55,000 - $70,000 a year
- Full-time
- Office
- In-person
- 1 year
- Health insurance
- Paid time off
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Buffalo, NY
JPMorganChase —Buffalo, NY
- $62,353.20 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Wealth Management Trainee (NY)
Bankers Life —Buffalo, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Financial Advisor (Experienced)
Brighton Securities —Williamsville, NY
- $150,000 - $600,000 a year
- Full-time
- Business development
- Bachelor's degree
- Mentoring
- Health savings account
- Health insurance
Quick Apply
Financial Advisor Development Program
Brighton Securities —Williamsville, NY
- $50,000 - $100,000 a year
- Full-time
- Business development
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —Buffalo, NY
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
J.P. Morgan Wealth Management - Private Client Advisor - East Aurora, NY
JPMorganChase —East Aurora, NY
- $64,380 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
6h
Key Private Bank Senior Relationship Manager
KeyBank National Association —Buffalo, NY
- $112,000 - $210,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- Writing skills
KPC (Key Private Client) Regional Director, Planning & Investments
KeyBank National Association —Buffalo, NY
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Writing skills
- Office
4d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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wealth management advisor jobs near williamsville, ny

Paraplanner (1 year Financial Planning Experience Required)

Invictus Advisory Services
West Seneca, NY

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Job Details

Full-time
$55,000 - $70,000 a year

Benefits

Health insurance
Paid time off
401(k) matching

Qualifications

Financial planning
Confidential information handling
Phone communication
Managing financial planning clients
Client interaction via phone calls

Full Job Description

Who We Are

Invictus Advisory Services is a fee-only Registered Investment Advisor built on the conviction that objective guidance is the cornerstone of lasting financial success. We believe true wealth management extends beyond managing assets, it is about helping clients make informed decisions with confidence and preserving the financial legacy they envision for generations to come. Our investment philosophy is grounded in transparency, active management, and a commitment to the long view. Clients determine the destination; we provide the experience, discipline, and guidance to help them reach it.

We deliver integrated wealth management solutions that bring together investment management, retirement income planning, trust and legacy strategies, tax-aware planning, and long-term asset preservation. Every recommendation is shaped by a deep understanding of each client's goals, values, and tolerance for risk, while our work reflects our unwavering commitment to precision, diligence, and trust. Behind every plan is disciplined, detail-oriented work, and we depend on team members who bring rigor and financial literacy to the preparation, monitoring, and coordination that make sound advice possible.

Who We Are Looking For

Invictus is seeking a proactive, highly organized professional with a background in financial planning who takes ownership of what comes next without waiting to be asked. In this role, reliability, discipline and commitment are necessary character traits. You will maintain clear, professional communication, sound discretion with sensitive information, and the judgment to know when to operate within established processes and when to escalate to the advisory team.

Roles & Responsibilities

In this role, you will support our advisors by servicing and monitoring client accounts, supporting the firm’s compliance program, and coordinating the onboarding, documentation, and outreach that keep client engagements moving and foster firm growth.

- Account Servicing & Monitoring

Track open accounts and process account-related transactions on an administrative, non-trading basis, keeping records accurate and current.
Monitor accounts and cash against client investment objectives, guidelines, and restrictions, escalating anything outside those parameters to the lead advisor.

- Compliance Program Support

Support the firm's compliance calendar under the direction of the Chief Compliance Officer, including helping prepare, review, and schedule annual ADV updates and assisting with recurring recordkeeping and reporting tasks.
Maintain compliance records and help track recurring reviews, flagging items that need the CCO's attention.

- Client Onboarding & Documentation

Gather client information and prepare account opening paperwork, confirming that each new account is complete, accurate, and accompanied by all required agreements and disclosures.
Proactively follow up with current and prospective clients to obtain outstanding documents and signatures, keeping every file complete and on track.

- Client & Advisor Coordination

Serve as a reliable point of contact for routine client and attorney communications, responding professionally and bringing matters to the advisory team as appropriate.
Coordinate and schedule meetings among clients, attorneys, and advisors, and prepare and proof presentation materials so each meeting is clear and accurate.

- Records & Materials Management

Maintain organized, accurate, and up-to-date records across the firm's account and planning platforms, following firm standards for naming, version control, and storage.
Distribute approved client and marketing materials, ensuring each is current and accurate.

Qualifications

At a minimum, candidates must have the following:

1 to 3 years of experience in financial planning, or a related field.
Strong organizational and critical thinking skills, high attention to detail, and the ability to manage multiple clients, tasks, and deadlines while following through consistently.
Sound judgment and discretion in handling confidential client and financial information.
Clear and professional written and verbal communication skills, and comfort communicating by phone and email with clients and attorneys.
Growth mindset, with a willingness to learn, take on new challenges, and continuously improve.
Emotional and professional intelligence, with the interpersonal awareness to build trust with clients and colleagues and to exercise sound judgment in sensitive situations.

The following are preferred but not required:

Experience with the Charles Schwab, AssetMark, and RightCapital platforms.
An active Series 65 license.

What We Offer

Hours: Monday – Friday, 8:30 a.m. to 5:00 p.m.

Compensation: Competitive base salary to start, with the potential for additional performance-based incentive compensation as you take on greater responsibility, obtain relevant licensing, and the firm continues to grow.

Benefits: Health insurance, 401K firm matching, paid time off, and monthly team events.

Growth: Clear pathways for advancement with increased independence and scope over time, which will be further discussed during the interview process.

Pay: $55,000.00 - $70,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in williamsville, ny

Paraplanner (1 year Financial Planning Experience Required)

J.P. Morgan Wealth Management - Private Client Advisor - Buffalo, NY

Wealth Management Trainee (NY)

Financial Advisor (Experienced)

Financial Advisor Development Program

Wealth Management Associate

J.P. Morgan Wealth Management - Private Client Advisor - East Aurora, NY

Key Private Bank Senior Relationship Manager

KPC (Key Private Client) Regional Director, Planning & Investments

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

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