Financial Solution Advisor jobs in Buffalo, NY

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SENIOR FINANCIAL ADVISOR, NORTH TONAWANDA

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...

CompanySavvy Wealth
AddressNorth Tonawanda, NY
CategoryAccounting/Finance
Job typeFull-Time
Date Posted a month ago See detail

Senior Financial Advisor, North Tonawanda

Savvy Wealth

North Tonawanda, NY

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...

Senior Financial Advisor, Niagara Falls

Savvy Wealth

Niagara Falls, NY

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...