Wealth management advisor jobs in Buffalo, New YorkCreate job alerts

Personal Financial Advisor (Private Wealth). Personal Financial Advisor (Private Wealth). Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.

Financial Advisor, Wealth Advisor, or Personal Financial Consultant. Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households. Expertise in budgeting, cash flow analysis, debt

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner., • Perform other related duties as assigned or directed. Ancillary Duties: • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associates degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • Valid driver license., • All applicants must be 18 years of age or older. Skills: • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associates degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • Must be able to consistently demonstrate the Company’s core values: Integrity, Excellence, Teamwork, and Humility Other: • This position requires National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Candidates who do not currently hold NMLS registration must be able to successfully obtain and maintain registration upon hire. Experience: • 3+ years of experience in a professional sales environment in financial services normally required. Training Program: As part of onboarding for the Mortgage Loan Consultant role, Community Bank provides exclusive access to MBA Education’s School of Loan Origination (SOLO). This instructor-led program offers a strong foundation in mortgage lending, including how to take accurate loan applications, evaluate credit, understand loan products and pricing, and structure transactions. The course also includes real-world case studies to build confidence and strategies to grow your business while serving your community. We want every new team member to feel properly trained, equipped, and confident to succeed in this important role.

Job Description Junior Investment Advisor Associate StaffBuffalo is working with a collaborative and growing wealth management organization to hire a Junior Investment Advisor Associate, offering a long-term opportunity to build a meaningful career in financial planning and advisory services. This role, paying $70,000 - $80,000/year is ideal for someone who enjoys relationship building, staying highly organized, and supporting clients through thoughtful, detail-oriented service while learning the foundations of wealth management. The Junior Investment Advisor Associate will support financial planning initiatives, client service responsibilities, and day-to-day operational coordination while working closely with senior leadership. This position is designed for someone who wants to grow into a future advisory role over time through hands-on mentorship, professional development, and increasing client exposure. The ideal candidate is proactive, relationship-oriented, and motivated to build a long-term future in wealth management. Strong communication skills, emotional intelligence, organization, and a genuine desire to provide exceptional service are essential for success in this role. This is an In-Person role in Buffalo, NY. Responsibilities: • Support financial planning initiatives by gathering client information, preparing meeting materials, and coordinating follow-up items., • Assist with client onboarding, account servicing, paperwork processing, and CRM management., • Coordinate scheduling, client communication, and ongoing relationship management efforts., • Participate in client meetings, take detailed notes, and help convert action items into organized workflows., • Support investment research, retirement planning, and financial planning analysis alongside senior advisors., • Help maintain operational organization across planning systems, compliance processes, and client service activities., • Contribute to a collaborative team environment while developing toward a future client-facing advisory role. Qualifications: • Bachelor's degree required; preferably in Finance, Accounting, Business, or a related field., • Strong organizational skills with exceptional attention to detail and follow-through., • Relationship-oriented personality with a client-service mindset and strong emotional intelligence., • Self-motivated, proactive, and comfortable managing multiple priorities in a fast-paced environment., • Excellent written and verbal communication skills with a professional presence., • Interest in investments, financial planning, wealth management, or advisory services., • Proficiency in Microsoft Office, particularly Excel, is preferred; familiarity with financial planning software is a plus. Benefits: • Competitive Salary: $70,000 - $80,000/year., • Performance-based bonus opportunities with strong earning potential over time., • Long-term career development path with mentorship from experienced financial advisors and leadership and opportunity to grow into a future Investment Advisor role over time., • Collaborative, team-oriented culture focused on professional growth and client service excellence., • Strong investment in employee development and licensing support., • Generous PTO., • 401(k) with employer match and healthcare contribution support., • Paid Parking #INDSBHIGH

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities Summary The Client Service Manager (CSM) serves as the primary operational and relationship support contact for clients and advisors. This role ensures an exceptional client experience by coordinating account servicing, onboarding, compliance documentation, and ongoing administrative support while partnering closely with Financial Advisors and Portfolio Managers. The ideal candidate is detail-oriented, proactive, and highly client-focused, with experience in wealth management or financial services. Key Responsibilities Client Relationship Support • Serve as day-to-day contact for client service requests, • Facilitate account openings, transfers (ACATs), and asset movements, • Coordinate meeting preparation and follow-up, • Maintain accurate client records in CRM, • Assist in client onboarding and periodic reviews Account Administration • Prepare and process new account paperwork, • Monitor account documentation for compliance completeness, • Coordinate with custodians (e.g., Schwab, Fidelity, Pershing), • Track money movements and ensure timely execution, • Support tax document delivery and reporting inquiries Advisor Support • Prepare performance reports and portfolio summaries, • Assist with proposal generation and financial planning coordination, • Support trading operations as needed, • Help implement planning-driven portfolio changes Compliance & Risk Management • Ensure adherence to SEC/State RIA regulations, • Maintain documentation standards, • Support audit and compliance reviews, • Monitor suitability and client profile updates Operations & Process Improvement • Identify workflow efficiencies, • Maintain standardized service procedures, • Participate in system upgrades and CRM optimization Qualifications Required • 3–7 years experience in RIA, wealth management, or brokerage firm, • Strong knowledge of custodial platforms and account paperwork, • Familiarity with CRM systems (Redtail, Salesforce, Wealthbox), • Excellent organizational and communication skills, • High attention to detail Preferred • Bachelor’s degree in Finance, Business, or related field, • Experience supporting high-net-worth or retirement-income clients, • Working knowledge of financial planning software (eMoney, MoneyGuidePro) Core Competencies • Client-first mindset, • Operational precision, • Confidentiality & discretion, • Strong follow-through, • Team collaboration

Job Description Investment Advisor Associate Overview: StaffBuffalo is working with a wealth management company in Buffalo, NY to hire an Investment Advisor Associate, paying $100,000 - $120,000+ depending on experience and background. This is an exciting opportunity for a polished, relationship-oriented professional who wants to build a long-term career within wealth management while delivering an exceptional client experience. The organization manages a substantial and growing book of business and is seeking someone who can become a trusted extension of the leadership team. The Investment Advisor Associate will support financial planning initiatives, client service, operational coordination, and ongoing relationship management efforts. This role is ideal for someone who enjoys balancing analytical work with meaningful client interaction and who takes pride in staying organized, proactive, and detail-oriented in a fast-paced environment. The successful candidate is self-motivated, highly professional, emotionally intelligent, and genuinely passionate about helping clients feel supported and cared for throughout their financial journey. Responsibilities: • Assist advisors with financial planning preparation, portfolio reviews, account servicing, and follow-up activities., • Gather, organize, and maintain client financial information and planning documentation., • Coordinate client onboarding, account opening paperwork, and ongoing administrative requests., • Deliver a high-touch client experience through proactive communication, scheduling, and personalized follow-up., • Maintain accurate CRM records and support ongoing client engagement initiatives including events and outreach campaigns., • Prepare reports, presentations, and meeting materials while supporting day-to-day office and operational workflows., • Participate in client meetings, take detailed notes, and support long-term relationship management initiatives. Qualifications: • Bachelor's degree required., • Strong organizational skills with exceptional attention to detail and follow-through., • Excellent written and verbal communication abilities with a polished, professional presence., • Client-service mindset with empathy, emotional intelligence, and relationship-building strengths., • Ability to manage multiple priorities and adapt quickly in a fast-paced environment., • Proficiency with Microsoft Excel, Outlook, Teams, and general technology platforms; CRM experience preferred., • Interest in investments, financial planning, and long-term growth within wealth management. Benefits: • Competitive salary $100,000 - $120,000 + depending on experience and background., • Great PTO and flexibility with supportive leadership., • Annual bonus potential with strong historical payouts., • Paid parking and a professional, collaborative office environment., • Team-focused culture with company events, happy hours, golf outings, and holiday celebrations., • Mentorship, training, and long-term professional development opportunities. #INDSBHIGH The advertised pay range represents what we believe at the time of this job posting, that our client would be willing to pay for this position. Only in special circumstances, where a candidate has education, training, or experience that far exceeds the requirements for the position, would we consider paying higher than the stated range. First time working with a Recruiter? No problem! We make the process as smooth and straightforward as possible. StaffBuffalo is an Equal Opportunity Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, gender, gender identity or expression, marital status, physical or mental disability, military status, or unfavorable discharge from military service. Check the StaffBuffalo Job Postings, send in your resume, join Career Chats, sign up for Job Notifications, review our Job Seeker Resources, and follow us on LinkedIn, Facebook, Instagram, TikTok, YouTube, and Twitter!

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance At the Buffalo District of Northwestern Mutual, we dont just grow careers; we grow people. Together, we are building an environment where excellence is the standard, collaboration is encouraged, and purpose is woven into everything we do. Our culture is bold, modern, and energized, creating a space where ideas spark, careers accelerate, and futures are built. We believe in giving back and showing up for our community, from hands-on service projects to championing causes close to our hearts such as Alexs Lemonade Stand and Camp Good Days. Just as we help families achieve financial security and peace of mind, we also invest in the growth and success of our team members. Here, we lead with purpose, driven by the belief that the work we do changes lives both in the communities we serve and for the clients who trust us with their dreams. Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221 Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Nii Sowah, Managing Director: • Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055., • Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office., • Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.Ben Ross, Wealth Management Advisor/Growth Development Director:, • Time with NM: 13 years, beginning his career as an Advisor in 2012., • Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community., • Passionate About: Dedicated to giving back through initiatives such as The Ride for Roswell, which raises funds for cancer research, and an annual Women in STEM scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.John M. Bongiovanni, CFP, CLU, ChFC, RICP, Private Wealth Advisor:, • Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA, CFP, and Adam Jack, ChFC, growing Generational Wealth Management into an ensemble firm., • Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP, CLU, ChFC, and RICP, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional., • Passionate About: Giving back to the community through leadership roles with WQLN, expERIEnce Childrens Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.Ryan OConnor, Wealth Management Advisor:, • Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 14), and later founded his team-based firm, which now oversees $350 million in client assets., • Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute., • Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.Ryan Preziosi, Wealth Management Advisor:, • Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year., • Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships., • Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionSalary: $50,000 - $60,000 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. Who We Are Looking For Invictus is seeking a proactive, highly organized professional 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 keep a variety of client engagements moving by securing outstanding documents, signatures, and detailed information from current and prospective clients. This role requires 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 managing client onboarding and documentation needs, and work to elevate the client experience through active coordination, outreach, and execution of general account maintenance that fosters firm growth. • 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., • 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 advisory team., • 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., • 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. Qualifications At a minimum, candidates should have the following: • 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. The following are preferred but not required: • 1 to 3 years of experience in financial-related planning services., • 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: 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.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Join the Winning Team at Northwestern Mutual - Buffalo District! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Buffalo District! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221 Meet some of our local team: Nii Sowah, Managing Director: • Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055., • Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office., • Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.Ben Ross, Wealth Management Advisor/Growth Development Director:, • Time with NM: 13 years, beginning his career as an Advisor in 2012., • Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community., • Passionate About: Dedicated to giving back through initiatives such as The Ride for Roswell, which raises funds for cancer research, and an annual Women in STEM scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.John M. Bongiovanni, CFP, CLU, ChFC, RICP, Private Wealth Advisor:, • Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA, CFP, and Adam Jack, ChFC, growing Generational Wealth Management into an ensemble firm., • Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP, CLU, ChFC, and RICP, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional., • Passionate About: Giving back to the community through leadership roles with WQLN, expERIEnce Childrens Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.Ryan OConnor, Wealth Management Advisor:, • Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 14), and later founded his team-based firm, which now oversees $350 million in client assets., • Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute., • Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.Ryan Preziosi, Wealth Management Advisor:, • Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year., • Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships., • Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

A major financial institution seeks a Financial Advisor to join their team in Buffalo, NY.