What are the responsibilities and job description for the Financial Advisor position at Wilcox Financial Group, LLC?
Wilcox Financial Group is a financial planning and wealth management firm specializing in serving women and female entrepreneurs. We focus on comprehensive financial services, including investment management, retirement planning, and business succession planning tailored to women’s unique financial journeys. Our mission is to support financial independence by offering clear guidance, education, and proactive strategies that align with clients' goals. With a relationship-first approach, we empower women to make confident financial decisions. Located in Buffalo, NY, we help convert financial complexity into clarity and lasting wealth.
This is a full-time on-site role for a Financial Advisor based in Buffalo, NY. Responsibilities include providing comprehensive financial planning, advising clients on investments, retirement planning, tax-efficient strategies, and guiding them through financial decisions. The advisor will also identify opportunities to grow wealth, manage risks, and help clients create personalized, long-term financial strategies. Building relationships, educating clients, and maintaining a client-centric approach are key aspects of the role.
- Strong knowledge and experience in Financial Planning and Retirement Planning.
- Expertise in Investments and Financial Advisory for individuals and business owners.
- Understanding of Finance, including wealth management and tax-efficient strategies.
- Highly developed interpersonal and client relationship-building skills.
- Financial certifications such as CFP®, ChFC®, or equivalent are highly desirable.
- Excellent communication and analytical skills.
- Bachelor's degree in Finance, Business, Economics, or a related field.
- Prior experience in financial advising within the context of women or small business owners is a plus.