Top 111 Financial services Jobs in Buffalo, 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
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
Loan Officer
Good Neighbors Credit Union —Buffalo, NY
- From $25.95 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Quick Apply
Financial Aid Customer Service Representative
Bryant and Stratton College —Orchard Park, NY
- $22.12 an hour
- Overtime
- Customer service
- 1 year
- Associate's degree
- Health savings account
- Health insurance
Quick Apply
16h
Teller Retail Banker II
Woodforest National Bank —Hamburg, NY
- $16.48 - $19.81 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock ownership plan
- Opportunities for advancement
Senior Business Development Manager Ericsson Mobile Financial Services
Ericsson —Cheektowaga, NY
- $149,600 - $202,650 a year
- 8 hour shift
- Hybrid work
- Up to 50% travel
- Office
- 8 years
- Paid parental leave
- AD&D insurance
Associate Financial Professional
Alliance Financial Network —Buffalo, NY
- $40,000 - $100,000 a year
- Entry level
- Dental insurance
- Tuition reimbursement
Quick Apply
Citizens Banker
Citizens Financial Group —Buffalo, NY
- $25.00 - $30.77 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
SBA Relationship Manager
KeyBank National Association —Buffalo, NY
- $71,000 - $125,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
VP, Financial Consultant - Buffalo, NY
Charles Schwab —Amherst, NY
- $65,000 - $95,000 a year
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
Sr. Relationship Officer
KeyBank National Association —Buffalo, NY
- $69,000 - $105,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Continuous improvement
Student Financial Services - Financial Aid Counselor
D'Youville University —Buffalo, NY
- $40,850 - $44,850 a year
- Weekends as needed
- Computer literacy
- Office
- University
1d
Financial Advisor
Allied Financial Partners —Buffalo, NY
- $70,000 - $125,000 a year
- Email
- Background check
- 5 years
- Office
- Opportunities for advancement
Institutional Client Services Administrator II
M&T Bank —Buffalo, NY
- $22.61 - $37.67 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
14d
Small Business Banker II
Northwest Bank —Buffalo, NY
- $90,000 - $110,000 a year
- Full-time
- Marketing
- 5 years
- Office
Quick Apply
Relationship Manager
Manning & Napier —Buffalo, NY
- $60,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Dental insurance
2d
Sales Executive, Financial Services - Associate Director, Buffalo, NY - BCM
EY —Buffalo, NY
- $214,410 - $254,590 a year
- Bachelor's degree
- Travel
- Conflict management
- Paid holidays
- Health insurance
Financial Services Representative – State Farm Agent Team Member
Mike Messuro - State Farm Agent —West Seneca, NY
- $55,000 - $80,000 a year
- Full-time
- Communication skills
- Marketing
- Entry level
- Health insurance
- 401(k)
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
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

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Paraplanner (1 year Financial Planning Experience Required)

Invictus Advisory Services
West Seneca, NY

Quick Apply

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

financial services jobs in buffalo, ny

Paraplanner (1 year Financial Planning Experience Required)

Financial Advisor

Loan Officer

Financial Aid Customer Service Representative

Teller Retail Banker II

Senior Business Development Manager Ericsson Mobile Financial Services

Associate Financial Professional

Citizens Banker

SBA Relationship Manager

VP, Financial Consultant - Buffalo, NY

Sr. Relationship Officer

Student Financial Services - Financial Aid Counselor

Financial Advisor

Institutional Client Services Administrator II

Small Business Banker II

Relationship Manager

Sales Executive, Financial Services - Associate Director, Buffalo, NY - BCM

Financial Services Representative – State Farm Agent Team Member

Financial Advisor Development Program

Financial Advisor (Experienced)

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