Finance Jobs in Orchard Park, NY

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7mo ago

Financial Services Associate

Moldenhauer & Associates Orchard Park, NY

Orchard Park, NY

7mo ago Closed

$65k - $70k/yr Full time Advisor Associate Client Relations

This position is no longer accepting applications (closed May 1, 2026).

Job Description

Moldenhauer & Associates seeks a Financial Services Associate in Orchard Park, NY to support the financial planning team with research, data analysis, and comprehensive plan preparation.

Responsibilities

Conduct research on investment options, market trends, and financial products to inform client plans.
Analyze and interpret financial data to support the development of client financial plans.
Collaborate with financial advisors to gather necessary information for client engagements.
Prepare reports, presentations, and documentation to support client meetings.
Stay informed about industry regulations and changes to ensure compliance with financial planning standards.
Provide administrative support to the financial planning team as needed.

Requirements

Bachelor’s degree in finance, business, economics or a related field.
FINRA Series 7 & 63 or SIE & 66 & 7; NY Life & Health
Three years of previous experience.
Knowledge of financial planning concepts, investment products, and industry regulations.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Proficient in financial planning software and Microsoft Office Suite.

Technologies

Microsoft Office Suite
Financial planning software

Compensation

Salary: $65,000 to $70,000 per year, dependent on experience and licensing.

Location and Work Setup

Onsite role located in Orchard Park, NY 14127 (In person).

Benefits

Health, dental, and vision insurance
401(k) with employer matching
Retirement plan with profit sharing opportunities
Health savings account
Paid time off, including five vacation days and five PTO days in the first year
Parental leave
Professional development assistance
Tuition reimbursement
Referral program
Vision insurance

About the Company

Moldenhauer & Associates is a dynamic and growing financial services firm dedicated to delivering comprehensive, personalized financial planning solutions. The firm emphasizes excellence and client satisfaction as it supports advisory services for a diverse client base.

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