Associate Financial Professional
Full Job Posting
Your Career in Finance Starts with Impact
Launch a career with purpose, independence, and impact. As an Associate Financial Professional, you’ll help clients protect what matters, build wealth, and shape their financial futures—all while growing your own business.
What You’ll Do:
Work with clients to understand their goals and design tailored financial strategies
Build and grow a client base through relationship-focused development
Offer guidance on financial products that align with long-term needs
Maintain ongoing support as clients’ lives and goals evolve
What You Bring:
Drive to succeed and make a meaningful difference
Interest in entrepreneurship and integrating life and work on your own terms
A learner’s mindset, confidence, and strong integrity
What We Offer:
- Robust training and development (local, virtual, national)
- Tools, tech, and marketing resources to grow your business
- Mentorship, joint-work opportunities, and leadership pathways
- A competitive benefits package including Pension, 401(k) with match and Roth options, health, vision, dental insurance and more.
- High earning potential with one of the most substantial contracts in the business that recognizes your performance- including renewal commissions that begin in year two.
Requirements:
- U.S. citizenship
- Through our facilitation obtain: NYS LAH, SIE, Series 7 & Series 66 Licenses
Ready to Learn More?
Contact Managing Director Brie Bullock
[email protected] I (585) 264-1111
About Alliance Financial Network
Independent financial services agency serving individuals, families, business owners, and advisors with planning, insurance, investments, and retirement.
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