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FINANCIAL PLANNING ASSOCIATE
EAST AMHERST, NY

We have an immediate need for a Financial Planning Associate to join our growing firm in East Amherst, NY. This is a full-time, in-office position at our main headquarters on Transit Road.

Our Financial Planning Associate is responsible for for assisting the Financial Advisors, Senior Financial Advisors, Executives, Operations Team, and Partners of the firm with daily tasks and projects related to financial planning and investment management of clients. Further responsibilities include various client services tasks, including processing paperwork, moving money, creating agreements and onboarding clients.

For the right candidate, there is opportunity to grow. We believe in mentoring and developing anyone who has interest in making the most of their work life and career. Level Financial Advisors has been voted one of the Best Places To Work in WNY by Buffalo Business First!**

Requirements:

• Bachelors Degree, preferably in a related field.
• A mature, positive, friendly, outgoing personality.
• A willingness to help others; clients, co-workers……. anyone!
• A thirst to learn.
• Excellent organizational skills; ability to multi-task.
• Strong focus on details to ensure things are done right the first time.
• Proficiency and comfort with technology, including MS Office, CRM software and cloud-based applications.
• The ability to type with excellent proficiency.
• Great organizational skills.

Tasks You Will Be Performing In This Role:

• Trading and rebalancing portfolios.
• Creating financial plans.
• Attending meetings with advisors to assist clients.
• Answering client questions via email or telephone.
• Assisting with various financial planning related projects.
• Assisting with client paperwork, account opening, money movements, distributions.
• Participating in company committee meetings (financial planning committee, investment management committee).
• Assisting team members with workload balancing as needed.

What You Need to Know About Level Financial

At Level, we treat our employees with respect. If you join our firm, you’re in the family. We are a tight-knit group, and we think it’s the best you’ll find anywhere around. That starts with respect and treating people the right way!

We offer a competitive salary, quarterly bonuses, generous paid time off, 401K with match, excellent medical, dental and vision benefits. We also offer a paid volunteerism program that encourages you to go help other people!

We think that having happy, motivated employees leads to success for everyone.

**2019, 2020, 2021, 2022, 2023, 2024, 2025 Buffalo Business First Best Places to Work Finalist

Benefits offered:

• Paid time off
• Health insurance
• Dental insurance
• Group Life and Disability Insurance
• 401K Plan with Match
• Paid Parental Leave
• Paid Volunteerism Program
• HSA accounts for certain medical plans
• Education assistance or tuition reimbursement
• Workplace perks such as food/coffee and flexible work schedules
• Others

Work Remotely

• No

Job Type: Full-time

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• post-college work: 2 years (Preferred)

Work Location: In person