As an established financial planning firm in Orchard Park, we are growing. We can tailor the position around the persons skill set and experience. While a successful track record is important, we are most concerned with character, integrity and work ethic.
Job description: Prepares financial plans for people covering various aspects of personal finance which includes: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners). Create a financial plan - a detailed strategy tailored to a client’s specific situation, for meeting a client’s specific goals.