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The Vermont Agency

Strategic Financial Advisor & Client Planner

The Vermont Agency, Buffalo, New York, United States, 14266

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A financial services firm in Buffalo, NY, is seeking an experienced financial advisor to guide clients towards achieving their financial goals. This position requires strong analytical and customer service skills, proficiency in financial software, and a Bachelor’s degree in finance or a related field. The ideal candidate will develop tailored financial plans and build lasting relationships with clients, earning a competitive compensation of $75,000+ with benefits. #J-18808-Ljbffr