Top 59 Financial planner Jobs in Buffalo Ny

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
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
Junior Investment Advisor Associate
StaffBuffalo —Buffalo, NY
- $70,000 - $80,000 a year
- Research
- Office
- Finance
- Paid time off
- 401(k) matching
Quick Apply
Wealth Management Trainee (NY)
Bankers Life —Buffalo, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
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
Financial Planner Seeking Former Educator/Coach
Northwestern Mutual - Buffalo District —Williamsville, NY
- $72,000 - $92,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Financial services
- Health insurance
- Dental insurance
Quick Apply
8d
Personal Financial Counselor, Assignment Ready Counselor, PFC-New York
Magellan Health —Buffalo, NY
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Financial Analysis Consultant - Financial Reporting
M&T Bank —Buffalo, NY
- $107,500 - $179,100 a year
- Full-time
- Hybrid work
- CPA
- 11+ years
- Research
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
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
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
Sales Representative - Career Changer Opportunity
Northwestern Mutual - Buffalo District —Williamsville, NY
- $64,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Profit sharing
- 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
Financial Advisor
The Vermont Agency —Buffalo, NY
- $75,000 a year
- Google Workspace
- Microsoft Excel
- CPA
- Life insurance
Quick Apply
11d
Financial Consultant
M&T Bank —Buffalo, NY
- $26.00 - $43.34 an hour
- Full-time
- Mid-level
- Office
- 3 years
Associate Financial Professional
Alliance Financial Network —Buffalo, NY
- $40,000 - $100,000 a year
- Entry level
- Dental insurance
- Tuition reimbursement
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
Insurance Agent with Support
Northwestern Mutual - Buffalo District —Williamsville, NY
- $72,000 - $92,000 a year
- Full-time
- Hybrid work
- Office
- Children
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Private Client Banker - Delaware Hertel
KeyBank National Association —Buffalo, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
11d
Private Client Banker
KeyBank National Association —Tonawanda, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level

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financial planner jobs near buffalo ny

VP, Financial Consultant - Buffalo, NY

Charles Schwab -
Amherst, NY

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Job Details

$65,000 - $95,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Series 7
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Town of Amherst, NY

Requisition ID 2026-122970 Category Retail Branch Position type Regular Pay range USD $65,000.00 - $95,000.00 / Year Application deadline 2026-07-27

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

Investment Professionals' Compensation | Charles Schwab

At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role,you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal.You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will beprocuredwith the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time,you’llgrowyourpractice holistically through client asset consolidation, networking, and earning client referrals.If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

A valid and active FINRA Series 7 licenserequired
Obtaining oracquiringFINRASeries 66 (63/65) license and Life & Health Insuranceas it will berequiredduring your tenure on the job.

Preferred Qualifications:

Ability to build strong relationships, engage and encourage trust, and deepenthe client relationshipby

ing a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
Openness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to providean outstandinginvestor experience inadditionalto furthering your own professional development in Wealth Management.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

financial planner jobs in buffalo ny

VP, Financial Consultant - Buffalo, NY

Financial Advisor

Junior Investment Advisor Associate

Wealth Management Trainee (NY)

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

Financial Planner Seeking Former Educator/Coach

Personal Financial Counselor, Assignment Ready Counselor, PFC-New York

Financial Analysis Consultant - Financial Reporting

Entry-Level Financial Advisor

Key Private Bank Senior Relationship Manager

Financial Advisor (Experienced)

Sales Representative - Career Changer Opportunity

Financial Advisor Development Program

Financial Advisor

Financial Consultant

Associate Financial Professional

Wealth Management Associate

Insurance Agent with Support

Private Client Banker - Delaware Hertel

Private Client Banker

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What you have

What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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