NewBrand Standards, Guest Experience & Food Safety Advisor Ecolab Inc.Brand Standards, Guest Experience & Food Safety AdvisorBuffalo, NY$58,400–$87,600 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents .
NewClient Advisor TakeformClient AdvisorMedina, NY$52,000–$75,000 / yearDescription:Takeform is looking for an energetic, customer-focused Client Advisor to serve as a trusted partner to our clients and a key liaison between our clients and internal teams. In this role, you'll help bring branding and signage projects to life while ensuring every client receives an outstanding experience from start to finish.
Financial Solutions Advisor - Upstate New York Market Bank of America CorpFinancial Solutions Advisor - Upstate New York MarketWest Seneca, NYOn screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. • Account Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications.
Client Services Manager - Nottingham Advisors (On-Site) Community Bank, N.A.Client Services Manager - Nottingham Advisors (On-Site)Buffalo, NYThis 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. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts.
Financial Advisor Northwestern MutualFinancial AdvisorWilliamsville, New York$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Credit Solutions Advisor - Transit Road Bank of America CorpCredit Solutions Advisor - Transit RoadWilliamsville, NY$25–$29.61 / hourDesired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.
Client Services Manager - Nottingham Advisors (On-Site) Community Financial System, Inc.Client Services Manager - Nottingham Advisors (On-Site)Buffalo, New YorkFull timeThis 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. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Senior Client Advisor M&T Bank CorpSenior Client AdvisorBuffalo, NY$139,700–$232,900 / yearIdentify opportunities for deepening client relationships by proactively vetting the client's book, including assets in other organizations, to further consolidate client liquidity with Wilmington Trust (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, family office services, etc. Education and Experience Required: Bachelor's degree and a minimum of 7 years' relevant experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' relevant experience.
Fleet / Commercial Service Advisor Emerling FordFleet / Commercial Service AdvisorSpringville, New YorkThe responsibilities of a Fleet Commercial Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. Past experience as a service advisor, assistant lane manager or service consultant.
Tax Advisor StaffBuffaloTax AdvisorBuffalo, NYRemote$100,000–$120,000 / yearRather than operating in a traditional tax environment defined by intense seasonal workloads, this organization takes a proactive, year-round approach to tax planning, strategy, and client service. 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.
Junior Investment Advisor Associate StaffBuffaloJunior Investment Advisor AssociateBuffalo, NY$70,000–$80,000 / yearStaffBuffalo 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. 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.
Trade Advisor, FTZ Mohawk Global LogisticsTrade Advisor, FTZCheektowaga, NYPosition Summary: Mohawk Global Trade Advisors (MGTA) is seeking a detail-oriented and knowledgeable FTZ Trade Advisor to support our clients in managing and optimizing their Foreign-Trade Zone operations. This role is responsible for ensuring compliance with U.S. Customs and Border Protection (CBP) regulations, maintaining accurate records, and supporting duty deferral and reduction strategies through effective FTZ program administration.
Investment Advisor Associate StaffBuffaloInvestment Advisor AssociateBuffalo, NY$100,000–$120,000 / yearThe successful candidate is self-motivated, highly professional, emotionally intelligent, and genuinely passionate about helping clients feel supported and cared for throughout their financial journey. 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.
Affluent Market Financial Advisor Centralized M&T Bank CorpAffluent Market Financial Advisor CentralizedBuffalo, NY$62,200–$103,600 / yearDeliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment of a smaller, less complex nature, utilizing experts in , Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. Scope of Responsibilities: Education and Experience Required: Associates' degree and a minimum of 2 years' investment or insurance sales experience, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience, including a minimum of 2 years' investment or insurance sales experience.
VP, Executive Management Advisor Trinity Life SciencesVP, Executive Management AdvisorAlabama, ALTrinity's salary bands account for a wide range of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. VP, Executive Management Advisor, will report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions.
Partner Tax Preparation Advisor Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor ManagerNY$73,500–$212,280 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
NewTalent Advisor Five Star BankTalent AdvisorBuffalo, NYThis role manages the recruitment process from start to finish, including sourcing candidates, conducting interviews, and ensuring a positive candidate experience. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.
Associate Advisor - M&T Bank LPL Financial Holdings IncAssociate Advisor - M&T BankBuffalo, NYThis position will offer: • The ability to build a strong client base with the Banks exceptional referral system • The opportunity to find new clients via the banks client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the banks reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
ASAP Advisor State University of New York at NiagaraASAP AdvisorNiagara Falls, NYp>Must be able to prepare and perform presentations to groups and be proficient in interpersonal communication; ability to manage multiple projects and meet deadlines; must be able to and willing to travel and work evenings/weekends as needed, must have the ability to have a professional appearance and demeanor; ability to work independently and as part of a team Must be able to relate to members of the administration, faculty, staff and student must be able to operate computers, must be able to relate to multiple and diverse populations. We continue to invest in our facilities with the addition of the Learning Commons Center, which has become the nucleus of the campus; a place for faculty to collaborate and help students develop critical thinking skills while incorporating state-of-the-art technology and innovative student support services.
Graduate and Transfer Admissions Advisor Niagara UniversityGraduate and Transfer Admissions AdvisorNiagara University, NYFull timeEvent Representation: Represent the university at approximately 50 events annually, including graduate fairs, information sessions, community college fairs, community college individual events, and both on- and off-campus recruitment activities (including virtual platforms). Relationship Management: Proactively build and sustain relationships with key partners, such as undergraduate institutions, community colleges, businesses, faculty, advisors, and career services professionals.
Energy Solutions Advisor Navigate Power & Verde SolutionsEnergy Solutions AdvisorBuffalo, New YorkRemote$50,000–$250,000 / yearTogether, Navigate Power & Verde Solutions offer an unprecedented array of resources and solutions— giving you, as a consultant/advisor, the powerful advantage of providing clients with comprehensive, end-to-end energy management services. From project design engineering to turnkey project management, Verde Solutions brings the best minds together to create industry-leading strategies in areas like solar, EV chargers’ installations, Battery storage and more.
NewSales Advisor GO Car Wash Management CorpSales AdvisorWest Seneca, NY$16–$18 / hourPart timeAs a Sales Advisor at GO Car Wash, you’ll be more than just the face of our business—you’ll be a key player in driving our success by helping customers care for their cars and selling our car wash memberships. This role combines customer service with a focus on sales, requiring you to engage with customers, understand their needs, and confidently recommend the best solutions.
Digital Media Advisor Hearst Communications IncDigital Media AdvisorAmherst, NYRemote$95,000–$105,000 / yearWith over 13,000 active daily campaigns, we create, manage, and sell digital marketing solutions across dozens of communities, and offer local businesses an unparalleled opportunity to grow successfully online. Hearst DMS is a highly successful nationwide team focused on accelerating the expansion of our digital advertising operation for the local business community.
Digital Media Advisor Hearst Digital Marketing Services incDigital Media AdvisorAmherst, NYRemote$95,000–$105,000 / yearWith over 13,000 active daily campaigns, we create, manage, and sell digital marketing solutions across dozens of communities, and offer local businesses an unparalleled opportunity to grow successfully online. Hearst DMS is a highly successful nationwide team focused on accelerating the expansion of our digital advertising operation for the local business community.
Sales Advisor GO Car WashSales AdvisorNiagara Falls, New YorkAs a Sales Advisor at GO Car Wash, you’ll be more than just the face of our business—you’ll be a key player in driving our success by helping customers care for their cars and selling our car wash memberships. This role combines customer service with a focus on sales, requiring you to engage with customers, understand their needs, and confidently recommend the best solutions.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerBuffalo, NY$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Beauty Advisor - Part Time (Cheektowaga, NY, US, 14225) SephoraBeauty Advisor - Part Time (Cheektowaga, NY, US, 14225)Cheektowaga, NY$1,800–$2,050 / hourQualifications/ExperiencePrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Beauty Advisor - Part Time (Amherst, NY, US, 14228) SephoraBeauty Advisor - Part Time (Amherst, NY, US, 14228)Amherst, NY$18–$20.50 / hourQualifications/ExperiencePrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Beauty Advisor Ulta Beauty IncBeauty AdvisorOrchard Park, NY$16–$20 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The BA is a champion of Ulta Beauty's mission, vision, and values, and should demonstrate them skillfully and consistently by performing the following duties and responsibilities of the position (as well as all other projects/duties as assigned): Performance Contribute to meeting or exceeding the store's goals related to retail and service sales, guest loyalty (including credit), omni-channel sales, and retail shrink as set by Ulta Beauty for the store.
Specialty Beauty Advisor - Clinique Ulta Beauty IncSpecialty Beauty Advisor - CliniqueOrchard Park, NY$17–$25.50 / hourWe bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label. Build and maintain strong customer relationships and active contact with a growing customer list for Clinique brand sales by interfacing with existing customer base, maintaining active contact with a growing preferred customer list, and follow up on guest inquiries.
Private Client Advisor KeyCorpPrivate Client AdvisorHamburg, NYFINRA Security Industry Essentials (SIE) Upon Hire (required) FINRA License S7 Upon Hire (required) FINRA License S66 or S63 and 65 Upon Hire (required) Certified Financial Planner (CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required). Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
RV Parts Advisor Blue Compass RV LLCRV Parts AdvisorBuffalo, NY$40,000–$45,000 / yearTHE ROLE: As an RV Parts Advisor, you will play a crucial role in ensuring the smooth operation of our RV dealership by managing and organizing the inventory of RV parts and accessories. If you are ready for a rewarding career with competitive compensation and benefits, and opportunities to excel and advance, consider joining the Blue Compass RV organization.
Service Advisor Camping WorldService AdvisorHamburg, New YorkThe pay range for this role considers several factors in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing administrative support to the Service Department as well as keep customers apprised of work progress.
Admissions Advisor - Student Enrollment Bryant & Stratton CollegeAdmissions Advisor - Student EnrollmentOrchard Park, NYThe Admissions Advisor is responsible for building long-term relationships both internally and externally with the specific intent of improving lead conversion, increasing enrollment, and maintaining desired retention rates. Successfully collaborate with FA Partner to ensure coordination of all enrollment activities and maintain a positive student experience through meetings and electronic CRM communications.
Licensed Beauty Advisor - Part Time Sephora USA IncLicensed Beauty Advisor - Part TimeBuffalo, NY$19.80–$22.90 / hourDrive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Perform beauty services Provide makeup, waxing, and other services listed in Sephora's Beauty Services menu.
Career Services Advisor Bryant & Stratton CollegeCareer Services AdvisorOrchard Park, NYThe Career Services Advisor will develop relationships with students to engage, prepare, coach, and motivate them towards procuring gainful employment while also building successful relationships with businesses to ultimately help place Online Education graduates in their field. Essential Duties and Responsibilities: Build solid and consistent relationships with students to provide coaching/instruction on interviewing, resume building, job searching strategies, pre-interview preparation, follow up, and job offer negotiation.
Admissions Advisor - Online Student Enrollment Bryant & Stratton CollegeAdmissions Advisor - Online Student EnrollmentOrchard Park, NYThe Admissions Advisor is responsible for building long-term relationships both internally and externally with the specific intent of improving lead conversion, increasing enrollment, and maintaining desired retention rates. Our Online Admissions Advisors are responsible for the recruitment and retention of qualified online students through the demonstrated use of consultative needs - based selling in a call center environment.
Financial Advisor - Buffalo Corebridge Financial IncFinancial Advisor - BuffaloBuffalo, NY$70,000–$80,000 / yearCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Beauty Advisor - Part Time Sephora USA IncBeauty Advisor - Part TimeAmherst, NY$18–$20.50 / hourPrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Academic Advisor Bryant & Stratton CollegeAcademic AdvisorOrchard Park, NY$40,000–$45,000 / yearp>The primary focus of this position is to meet the academic advising and customer service needs of new and continuing students enrolling into the Associate & Bachelor Degree Programs at Bryant & Stratton College; to coordinate and/or facilitate activities that include new student orientation; monitoring and tracking student retention, student success and student outcomes data, and may teach one or more classes. Founded in 1854, Bryant & Stratton College offers real-world education leading to bachelors, associates, and professional certificates after completion in the fields of healthcare, technology, legal, business, graphic design, and more.
Financial Advisor Wilmington TrustFinancial AdvisorKenmore, New YorkWe’re seeking a licensed banker or early-career advisor to grow within the Western NY market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity.
NewLensCrafters - EyeCare Advisor EssilorLuxotticaLensCrafters - EyeCare AdvisorBlasdell, NY$17.23–$24.35 / hourIf you would like to provide feedback regarding an active job posting, or if you are an individual with a disability who would like to request a reasonable accommodation, please call the EssilorLuxottica SpeakUp Hotline at 844-303-0229 (be sure to provide your name, job id number, and contact information so that we may follow up in a timely manner) or email HRCompliance@luxotticaretail.com. LensCrafters is part of EssilorLuxottica, a global leader in the design, manufacture and distribution of world-class vision care products, including iconic eyewear, advanced lens technology and cutting-edge digital solutions.
NewClient Advisor Takeform Signage + Experiential GraphicsClient AdvisorMedina, NYp>Takeform is looking for an energetic, customer-focused client advisor to serve as a trusted partner to our clients and a key liaison between our clients and internal teams. In this role, you'll help bring branding and signage projects to life while ensuring every client receives an outstanding experience from start to finish.
Parts Manager - Service Manager - Service Advisor The Reynolds and Reynolds CompanyParts Manager - Service Manager - Service AdvisorBuffalo, NYRemoteYou will work with dealership personnel to identify trouble areas within the dealership and then use established and proven consulting services programs, as well as your industry knowledge, to help solve these issues. As a Parts Manager - Service Manager - Service Advisor your primary focus will be to establish professional relationships with customers and help their businesses become more efficient, effective, and profitable.
Beauty Advisor Sally Beauty 10862 Sally Beauty Company, Inc.Beauty Advisor Sally Beauty 10862Amherst, NY$16–$17.30 / hourRequirements: High School Diploma or equivalent Must be 18 years of age or older 1 + years retail sales/customer service experience preferred Must be available to meet the scheduling needs of the business Able to communicate with customers, co-workers and management in a clear and concise manner Ability to execute knowledge from product knowledge training to support with customer service Can read and explain product labels Can follow direction and perform other duties as assigned by Manager. Working Conditions/Physical Requirements: The position requires some physical exertion such as long periods of standing; walking; recurring bending, crouching, stooping, stretching, reaching, or similar activities; recurring lifting of moderately heavy items such as shipment or record boxes.
Beauty Advisor Ulta Beauty, Inc.Beauty AdvisorAmherst, New York$16–$20 / hourPart timeEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall store cleanliness and completing tasks as assigned.
Specialty Beauty Advisor - Clinique Ulta Beauty, Inc.Specialty Beauty Advisor - CliniqueOrchard Park, New York$17–$25.50 / hourPart timeWe bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty’s own private label. Build and maintain strong customer relationships and active contact with a growing customer list for Clinique brand sales by interfacing with existing customer base, maintaining active contact with a growing preferred customer list, and follow up on guest inquiries.
H&M Sales Advisor H & M Hennes & Mauritz ABH&M Sales AdvisorNiagara Falls, NYWe believe in supporting your overall wellbeing and offer comprehensive benefits inclusive of health insurance, wellness and family support programs, company match retirement plan, paid leave programs, and paid time off, including a community day to serve your local community. You''ll also work on garment refill & care, presentation and contribute to a clean and tidy sales floor and back of house, working closely with the rest of your store team to deliver an excellent customer experience.
H&M Sales Advisor - Summer Seasonal H & M Hennes & Mauritz ABH&M Sales Advisor - Summer SeasonalNiagara Falls, NYWe believe in supporting your overall wellbeing and offer comprehensive benefits inclusive of health insurance, wellness and family support programs, company match retirement plan, paid leave programs, and paid time off, including a community day to serve your local community. You''ll also work on garment refill & care, presentation and contribute to a clean and tidy sales floor and back of house, working closely with the rest of your store team to deliver an excellent customer experience.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeBuffalo, New YorkKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).