HighTower Buffalo is expanding.
We are an established independent wealth management practice serving high-net-worth individuals and business owners locally and across the country. We operate within a collaborative, team-based structure and are entering our next phase of strategic growth.
We are seeking a licensed Financial Advisor whose primary responsibility will be leading business development and prospecting efforts for the firm while contributing to team-based client servicing and long-term relationship growth.
This is not a solo “build from zero” role.
This is an opportunity to generate opportunities within an established practice where senior advisors collaborate on strategy, planning, and closing.
A large portable book is not required.
Who This Role Is Designed For
You may currently be at a bank, wirehouse, insurance platform, or independent firm and have:
• 2–7 years of advisory experience
• Series 65 or 66 (or ability to obtain promptly)
• Proven initiative in prospecting and relationship development
• Strong communication and business development instincts
• Realized the challenges of building entirely alone
• The desire to grow within a structured, team-based environment
CFP® designation not required.
Your Primary Focus
• Lead marketing and prospecting initiatives for the firm
• Generate new client relationships and business opportunities
• Participate in client strategy and planning discussions
• Assist in servicing and expanding existing relationships
• Contribute to firm-wide growth initiatives
Senior advisors support closing and long-term client strategy. You focus on building pipeline, cultivating relationships, and contributing to the overall growth and servicing efforts of the team.
Compensation Structure
• Competitive base salary
• Performance-based bonus tied to revenue you originate
• Participation in firm-wide growth incentives
• Long-term leadership and potential ownership opportunities based on performance, contribution, and alignment
I am not hiring a temporary producer. I am seeking a long-term team member who wants to help build the next phase of a growing independent practice with future partnership / succession oppoutunities.
Confidential conversations welcome.
How to Apply
Send a confidential resume or introduction to:
[email protected]
On Feb 25, 2026, at 12:19 PM, Bock, Derek <[email protected]> wrote:
HighTower Buffalo is expanding.
We
are an established independent wealth management practice serving
high-net-worth individuals and business owners locally and across the country.
We operate within a collaborative, team-based structure and are entering our
next phase of strategic growth.
We
are seeking a licensed Financial Advisor whose primary responsibility will be
leading business development and prospecting efforts for the firm.
This
is not a solo “build from zero” role.
This
is an opportunity to generate opportunities within an established practice
where senior advisors collaborate on strategy, planning, and closing.
⸻
Who
This Role Is Designed For
You
may currently be at a bank, wirehouse, or insurance platform and have:
•
2–7 years of advisory experience
•
Series 7 and / or Series 66 (or 65)
•
Proven initiative in prospecting
•
Strong relationship-building skills
•
Realized how difficult it is to build alone
•
The desire to grow within a team rather than operate independently
CFP®
designation not required.
⸻
Your
Primary Focus
•
Lead marketing and prospecting initiatives
•
Generate new relationships for the team
•
Participate in client strategy and planning discussions
•
Assist in servicing and expanding existing relationships
•
Contribute to firm growth initiatives
Senior
advisors support closing and client strategy. You focus on building pipeline
and developing relationships within a structured environment.
⸻
Compensation
Structure
•
Competitive base salary
•
Performance-based bonus tied to revenue you originate
•
Participation in firm-wide growth incentives
•
Long-term leadership and potential ownership opportunities based on performance
and alignment
We
are not hiring a temporary producer. We are looking for a long-term team member
who wants to help build the next phase of a growing independent practice.
Confidential
conversations welcome.
⸻
How
to Apply
Send
a confidential resume or introduction to: [email protected]
