Wealth Advisor

LHH is seeking a Wealth Advisor for their client in Buffalo, NY. This role will help provide operational support for a thriving RIA with tons of room for growth and professional development.Compensation includes a base salary of $120,000-150,000 + bonus up to 15% of base salary. M/D/V, 401K + match, paid parental leave, and paid time off are available.**Deliver comprehensive wealth management services to clients and their families, ensuring the highest standard of client experience.Create customized financial solutions that align with clients goals and objectives, showcasing expertise in areas such as insurance, retirement planning, estate planning, and tax planning.Regularly interact with clients to update their goals and objectives and implement suitable recommended solutions.Efficiently manage client meetings, including preparation and facilitation.Work closely with the Investment Team to develop long-term investment strategies that meet clients goals and objectives.Support growth initiatives by identifying, exploring, and securing additional opportunities with existing clients.**Bachelor's degree in finance or related field. CFP or CFA certification preferred. 5+ years of experience in the financial services industry in a client relationship position. Equal Employment OpportunityLHH organization is committed to creating an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other protected characteristic under applicable law.This job description outlines the general responsibilities and requirements of the position. It is not an exhaustive list and is subject to change based on organizational needs.

Created: 2025-02-22