Associate Financial Planner

StaffBuffalo is working with a growing, client-focused wealth management firm to hire an Associate Financial Planner, paying $65,000–$80,000 annually, depending on experience and credentials. This is an exciting opportunity for a financial planning professional with 2–3 years of real-world experience who is ready to deepen their technical expertise while working closely with a collaborative team of Advisors.

This is not an Advisor role, but it offers strong long-term growth potential for someone who may want to pursue an advisory track in the future. This Associate Financial Planner will play a critical role in developing comprehensive financial plans, supporting client meetings, and ensuring all deliverables are accurate, thorough, and client-ready.

The firm offers a business casual environment, paid nearby parking, and a collaborative team of four Advisors and one additional paraplanner. This role follows a standard 40-hour work week.

If you have hands-on financial planning experience, enjoy working on a team, are comfortable in front of clients, and are interested in pursuing your CFP designation, this could be an excellent next step in your career.

This is a full-time, in-office position located in Buffalo, NY.

Responsibilities:

• Support senior Advisors in constructing comprehensive financial plans, including retirement projections, investment analysis, tax considerations, estate planning, and risk management strategies

• Gather and input client data into eMoney and other planning systems with a high level of accuracy

• Develop first drafts of holistic financial plans and translate advisor discussions into clear, well-written narratives

• Prepare materials for client meetings and assist in delivering polished, professional plan presentations

• Communicate with clients to collect required documentation and follow up on planning items

• Maintain detailed records within Redtail CRM and ensure documentation remains organized and up to date

• Review planning outputs for accuracy, completeness, and compliance with firm standards

Qualifications:

• 2–3 years of experience in financial planning or paraplanning within a wealth management environment required

• Hands-on experience using eMoney or similar financial planning software strongly preferred

• Bachelor’s degree required; CFP designation or active pursuit of CFP certification preferred

• Strong understanding of holistic financial planning concepts, including retirement, investments, tax planning, estate planning, and insurance analysis

• Excellent written and verbal communication skills, including comfort presenting in front of clients

• High attention to detail with strong organizational skills

• Ability to work collaboratively in a team-based environment while managing independent responsibilities

Benefits:

• Competitive base salary of $65,000–$80,000, depending on experience

• Bonus eligibility after the first year, based on individual and firm performance

• Health insurance subsidy

• Employer HSA contribution

• 401(k) plan

• Paid nearby parking

• Clear growth path toward expanded responsibilities and potential future advisory track

• Professional, business casual office environment

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