What are the responsibilities and job description for the Financial Advisor position at Wilcox Financial Group, LLC?
Company Description
At Wilcox Financial Group, we do more than manage assets—we help people take control of their financial lives, grow their wealth with intention, and align their money with the life they want to live. Our boutique firm offers comprehensive planning, investment management, and insurance strategies with a distinctly human touch. We also lead PowHERhouse Money Coaching, where we specialize in financial education and coaching for ambitious women who want more—on their terms.
We're looking for an experienced, driven, and heart-centered Financial Advisor to join our growing team.
Role Description
This is a full-time on-site role for a Financial Advisor located in Buffalo, NY. The Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients.
What you'll do:- Build deep, lasting relationships with clients based on trust, empathy, and strategy
- Develop and implement customized financial plans that integrate investment, insurance, tax, retirement, and estate strategies
- Conduct in-depth investment analysis and work with investment team on portfolio construction to align with client goals, risk tolerance, and market conditions
- Regularly monitor and rebalance portfolios, provide performance reviews, and adjust strategies based on changing client needs and life stages
- Collaborate with our internal team and strategic partners to deliver exceptional service and results
What we're looking for:
Licensing & Experience: Series 7 and 66 (or 65), Life & Health licensed; at least 3–5 years of relevant experience in financial advising and investment management
Analytical Mindset: Deep expertise in investment research, asset allocation, risk management, and portfolio performance analysis
Excellent Communicator: You can take complex financial topics and explain them in a clear, confident, and client-friendly way
Fiduciary First: You lead with integrity, act in the best interest of your clients, and do the right thing—even when no one is watching
Growth-Oriented: You love learning, are open to coaching, and want to be part of a team that’s constantly evolving
Mission-Aligned: You believe in empowering others, especially women, to take control of their money and their future
What You Can Expect:- A team that actually walks the talk—supportive, strategic, and passionate about doing meaningful work
- Base salary production bonus (based on experience licensing)
- Opportunities to grow your career as an advisor and leader within the firm
- Paid education and professional development
- Retirement plan access to benefits
- An in-person role at our Buffalo, NY office—because real connection happens face-to-face
If you're just looking to sell products, hit quotas, or chase commissions without meaningful client relationships—this probably isn't the place for you.
How to Apply:Send your resume and a brief message sharing why this role resonates with you to Noverkamp@financialguide.com. Bonus points if you share what financial truth you believe in that more people need to hear.
At Wilcox Financial Group, we’re here to change the financial game—and we’re looking for the right advisor to grow with us.