Top 220 Client advisor Jobs in Buffalo, Ny

Client Services Specialist
Paramount Settlement Advisors —West Seneca, NY
- $50,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- 1 year
- Paid time off
- 401(k) matching
Quick Apply
REO Agent
Vylla —Buffalo, NY
- $80,000 - $160,000 a year
- Full-time
- Remote
- Sales
- Real Estate License
- Entry level
Quick Apply
Financial Services Professional -Hybrid Remote (NY)
Bankers Life —Buffalo, NY
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
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Vacation Travel Advisor
Rich Products Corporation —New York State
- $44,030 - $59,570 a year
- Sales
- Mid-level
- Quality control
- Health insurance
- Paid time off
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
Entry Level Operations Associate (Corporate Reorganization) - Hybrid
M&T Bank —Amherst, NY
- $20.55 - $34.25 an hour
- 8 hour shift
- Hybrid work
- Office
- Finance
- Continuous improvement
Client Success Executive - National Accounts
Centivo —Buffalo, NY
- $115,000 - $135,000 a year
- Full-time
- Remote
- Bachelor's degree
- Experience equivalent to degree accepted
- Senior level
- Health insurance
Client Executive
NFP Corp —Amherst, NY
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Public speaking
- Mid-level
- Office
- Paid holidays
- Paid time off
9d
Entry-Level Financial Advisor
Odyssey Financial Group —Buffalo, NY
- $50,000 - $75,000 a year
- Full-time
- Sales
- No experience needed
- Office
- Health insurance
- Dental insurance
Quick Apply
Senior Merchant Business Advisor
KeyBank National Association —Buffalo, NY
- $56,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Financial Advisor
Northwestern Mutual-Syracuse —Buffalo, NY
- $80,000 - $200,000 a year
- Full-time
- Military
- Mid-level
- Office
- Paid training
- Health insurance
Quick Apply
Settlement & Benefits Coordination Attorney (2-4 years experience required)
Paramount Settlement Advisors —West Seneca, NY
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- In-person
- 2 years
- Health insurance
- Paid time off
Quick Apply
8d
Public Finance Associate
Softcom Systems, Inc —Buffalo, NY
- $125,000 - $150,000 a year
- Full-time
- Mid-level
- Business development
- In-person
- Health insurance
- Dental insurance
Quick Apply
Automotive Service Department Manager
Transitowne Jeep Chysler Dodge Ram Elma —Elma, NY
- From $90,000 a year
- 8 hour shift
- Management
- Dealership
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
Outside Sales Account Manager
Hercules Laundry —Buffalo, NY
- $66,300 - $75,000 a year
- Online Application
- Up to 50% travel
- Mid-level
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Automotive Service Advisor
Northtown Automotive Companies —Amherst, NY
- $50,000 - $100,000 a year
- Full-time
- Background check
- Clean driving record
- Dealership
- Health savings account
- Health insurance
Quick Apply
10d
Wealth Management Trainee (NY)
Bankers Life —Buffalo, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Field Service Appliance Technician
Accelera —Akron, NY
- $21.85 - $31.90 an hour
- Full-time
- Mid-level
- Driver's License
- Reliable transportation
Quick Apply
11d
Licensed Sales Professional (LSP) - NY
Allstate —New York State
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Locum Physician (MD/DO) - Oncology - General/Other in New York
LocumJobsOnline —New York State
- Full-time
- Medicine
- Clinic
- Patient care

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client advisor jobs near buffalo, ny

Client Services Specialist

Paramount Settlement Advisors
West Seneca, NY

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year

Benefits

Paid time off
401(k) matching

Qualifications

Confidential information handling
Phone communication
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.

Who We Are Looking For

Invictus is seeking a proactive, highly organized professional 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 keep a variety of client engagements moving by securing outstanding documents, signatures, and detailed information from current and prospective clients. This role requires 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 managing client onboarding and documentation needs, and work to elevate the client experience through active coordination, outreach, and execution of general account maintenance that fosters firm growth.

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.
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 advisory team.
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.
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.

Qualifications

At a minimum, candidates should have the following:

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.

The following are preferred but not required:

1 to 3 years of experience in financial-related planning services.
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: 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.

Quick Apply

Refine Your Search

client advisor jobs in buffalo, ny

Client Services Specialist

REO Agent

Financial Services Professional -Hybrid Remote (NY)

Vacation Travel Advisor

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

Entry Level Operations Associate (Corporate Reorganization) - Hybrid

Client Success Executive - National Accounts

Client Executive

Entry-Level Financial Advisor

Senior Merchant Business Advisor

Financial Advisor

Settlement & Benefits Coordination Attorney (2-4 years experience required)

Public Finance Associate

Automotive Service Department Manager

Outside Sales Account Manager

Automotive Service Advisor

Wealth Management Trainee (NY)

Field Service Appliance Technician

Licensed Sales Professional (LSP) - NY

Locum Physician (MD/DO) - Oncology - General/Other in New York

I want to receive the latest job alert for client advisor in buffalo, ny

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