Top 189 Client advisor Jobs in West Seneca, 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
REO Agent
Vylla —Buffalo, NY
- $80,000 - $160,000 a year
- Full-time
- Remote
- Sales
- Real Estate License
- Entry level
Quick Apply
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
Tax Advisor
StaffBuffalo —Buffalo, NY
- $100,000 - $120,000 a year
- Remote
- CPA
- 5 years
- Team management
- Paid time off
Quick Apply
Personal Banker
KeyBank National Association —Williamsville, NY
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
6d
Entry Level - Financial Advisor
Equitable Advisors —Buffalo, NY
- $33,400 - $125,000 a year
- Full-time
- Sales
- Office
- Driver's License
- Health savings account
- Employee stock purchase plan
Quick Apply
Benefits Advisor
Aflac —Buffalo, NY
- $45,000 - $83,000 a year
- No weekends
- Hybrid work
- Travel
- Communication skills
- Entry level
- Opportunities for advancement
- Flexible schedule
Quick Apply
Licensed Sales Professional (LSP) - NY
Allstate —New York State
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
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
SBA Relationship Manager
KeyBank National Association —Buffalo, NY
- $71,000 - $125,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Marketing Account Manager
Ingram Micro —Buffalo, NY
- $78,000 - $124,800 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Marketing
- Disability insurance
- Health insurance
Regional HSE Manager, Data Centers
FluidStack —Buffalo, NY
- $140,000 - $200,000 a year
- Email
- 7 years
- Up to 50% travel
- Construction site
- Dental insurance
- Paid time off
Teller
KeyBank National Association —Buffalo, NY
- $18.00 - $23.08 an hour
- 8 hour shift
- Computer literacy
- Office
- Windows
8d
Service Support Advisor, Residential Energy Service
Tesla —Buffalo, NY
- $18.18 - $27.27 an hour
- Full-time
- Mid-level
- Residential
- Continuous improvement
- Commuter assistance
- Health savings account
2d
Health Plan Growth & Community Engagement, Sr Spec (Buffalo NY)
Molina Healthcare —Buffalo, NY
- $21.82 - $51.06 an hour
- Full-time
- Spanish
- Customer service
- Public speaking
- Health insurance
14d
Branch Manager
KeyBank National Association —Lackawanna, NY
- $69,000 - $105,000 a year
- Full-time
- Public speaking
- No high school diploma
- Research
8d
Commercial Collections Specialist
KeyBank National Association —Amherst, NY
- $18.75 - $25.00 an hour
- Urgently hiring
- Hybrid work
- Research
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Territory Manager - Buffalo, NY
Kestra Medical Technologies Inc. —Buffalo, NY
- $100,000 a year
- Extended hours
- Background check
- Marketing
- Hospital
- Health insurance
- Dental insurance
Quick Apply
Part-Time Beauty Advisor - Sephora
KOHLS —Orchard Park, NY
- $16.95 - $22.05 an hour
- Part-time
- Communication skills
- Entry level
- Disability insurance
- Dental insurance
HVAC Comfort Advisor
Emerald Heating and Cooling —Depew, NY
- $50,000 - $150,000 a year
- Full-time
- Mid-level
- Residential
- Health insurance
- Dental insurance
Quick Apply
5d

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client advisor jobs near west seneca, ny

Customer Success Manager jobs in Buffalo, NY

Community Engagement Specialist jobs in Buffalo, NY

Benefits Advisor jobs in Buffalo, NY

Territory Manager jobs in Buffalo, NY

Teller jobs in Buffalo, NY

Banking Relationship Manager jobs in Buffalo, NY

Account Manager jobs in Buffalo, NY

Customer Success Manager jobs in Mesa, AZ

Customer Success Manager jobs in Lehi, UT

Customer Success Manager jobs in Tennessee

Customer Success Manager jobs in Wisconsin

Client Success Manager jobs in Cincinnati, OH

Customer Service jobs in El Paso, TX

Client Services Specialist jobs in Houston, TX

Vice President Client Success jobs in Remote

Medical Records Specialist jobs in Seattle, WA

Client Services Specialist jobs in Tempe, AZ

Client Services Specialist jobs in Jackson, MS

Client Services Specialist jobs in Sandy Springs, GA

Tax Advisor jobs in Bentonville, AR

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

client advisor jobs in west seneca, ny

Paraplanner (1 year Financial Planning Experience Required)

REO Agent

Vacation Travel Advisor

Tax Advisor

Personal Banker

Entry Level - Financial Advisor

Benefits Advisor

Licensed Sales Professional (LSP) - NY

Client Success Executive - National Accounts

SBA Relationship Manager

Marketing Account Manager

Regional HSE Manager, Data Centers

Teller

Service Support Advisor, Residential Energy Service

Health Plan Growth & Community Engagement, Sr Spec (Buffalo NY)

Branch Manager

Commercial Collections Specialist

Territory Manager - Buffalo, NY

Part-Time Beauty Advisor - Sephora

HVAC Comfort Advisor

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected