Financial Advisor

Company: Alliance Advisory Group, Inc. (14)
Location: Buffalo
Posted on: September 8, 2020

Job Description:

Job Description:

Financial Advisor Alliance Advisory Group, Inc., Buffalo, Rochester & Syracuse, NY Overview Our Financial Advisors act as advocates for clients with a commitment to continually enhance, enrich, and serve their community. They problem-solve for their clients by researching and proposing educated financial strategies which leads to long-lasting, value- based client relationships. Over time, you will learn to gather, manage and service a book of investment-oriented clients by identifying and acquiring assets and developing additional business through referrals. Requirements Our top Financial Advisors share four key personality traits: A Desire to Help Others: Successful advisors want to have a positive impact on others and make a difference in their community every single day. An Entrepreneurial Spirit: They want to own a business and appreciate the ability to integrate their life and their business, to be present during all the important moments with their families yet dedicate the time and effort to building a business - on their terms. Passion: They are passionate about the purpose behind their work and the value it brings to their clients and are self-motivated to learn and pursue the best possible scenarios for each individual, family, or business they work with. Desire to Grow Professionally: They each share a commitment to continued learning. They have the ability to work within their offices and their teams to continually grow their financial knowledge, all with the diligence required for lasting success and the attainment of a level of mastery. In essence, they understand and believe in the mantra of " Learn. Grow. Advance . " Overview Step Forward, with Park Avenue Securities At Park Avenue Securities (PAS) we can help you be a trusted advisor for your clients. We take a "you-first" approach, which means providing access to objective, flexible products and solutions. A "you-first" approach gives you and your clients the choices needed to access different investment strategies from a broad universe of investment managers. It also requires us to take a rigorous approach to the products we select and offer on our platform. We believe that providing the best for clients requires us to support Financial Advisors with resources, training and an experienced team to collaborate with and assist you. We want to enable entrepreneurs like you to grow your business your way. This means having the flexibility and choice to achieve your business vision while meeting client needs. It means accessing the right tools and technology to help you build scale and capacity to appropriately gather, manager, and service your clients. We take an uncommon approach to financial services, focusing on longterm results and leveraging technology, exceptional relationship management and customized strategies to consumers and businesses. It's time to put yourself and your clients first. We're looking to expand our business with advisors who share our passion and values. Our uncommon approach lets you grow your business your way but with the support and backing you need. With Park Avenue Securities you get: Simplified technology solutions Objective wealth management solutions Actionable practice management insights Superior service and support All from a company with strong values and appreciation for your entrepreneurial practice. Learn how you can get the support and culture you're looking for while achieving the vision you have for your business. Be bold. Be uncommon. Be different. Step Forward, with Park Avenue Securities. Park Avenue Securities LLC (PAS) is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 7 Hanover Square, New York, NY 10004. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2017-37349 (Exp. 3/19) Company Description Our goal at Alliance Advisory Group is to deliver superior strategies for all of the wealth building and management initiatives that are important to our clients. We work with people across a diverse range of backgrounds and experience levels to provide inspirational insight and objective guidance that ensures success across all phases of the wealth building spectrum - Accumulation, Preservation, and Distribution. By focusing on forming authentic connections that are underpinned by transparency, empowerment, and the idea that a proper plan is the best protection for your financial future, our team acts as your experienced fiduciary with a vested interest in your success.

Keywords: Alliance Advisory Group, Inc. (14), Buffalo , Financial Advisor, Accounting, Auditing , Buffalo, New York