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Career Opportunities

Financial Advisor

Office Location: Buffalo

Allied Financial Partners (AFP) is excited to be adding another Financial Advisor to our team. At Allied Financial Partners, our Financial Advisors enjoy the benefits of a strong, reliable, values-driven organization and can focus on growing their business and mastering their craft. The AFP team environment supports our Financial Advisors through coaching and mentoring, a pipeline of internal leads, and a base salary plus incentive plan, providing a stable and secure environment in which to grow your practice. 

At AFP our Financial Advisors focus on helping clients assess and meet the core financial needs of growth, income, protection, and legacy. This position would be housed in the firm’s Buffalo location, providing the Financial Advisor with office space in an established AFP office and a tremendous opportunity to supercharge the growth of their existing practice. The advisor will partner with employees in AFP’s tax and accounting departments to identify and serve client investment and financial planning needs. This opportunity is further augmented by AFP’s brand recognition and broad-based marketing strategies, continuing to drive new business for Financial Advisors. Based on performance and opportunity, there is also the opportunity for advancement within the firm, up to and including partnership. In 2021 Allied Financial Partners was named as Top Workplace by the Democrat & Chronicle, as well as named in the Greater Rochester Chamber Top 100 for the third consecutive year. AFP is committed to investing in their employees to create a premier service experience for their clients. To that end, we offer a CFP certification reimbursement program based on performance and retention.

Job Responsibilities

  • Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs using the AFP planning process.
  • Build strong relationships with existing AFP clients, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process.
  • Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
  • Achieve sales and revenue goals and meet certain professional growth and development goals.
  • Participate in execution of local marketing development plan.
  • Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.

Job Requirements

  • FINRA Series 6/7, 63, 65/66 registrations required
  • Life/health and variable insurance licenses
  • Minimum of five years financial services sales & service experience
  • Existing client base with an expectation of transition
  • Strong people, sales and relationship skills
  • Proven oral and written communication skills
  • Self-starter eager to develop and expand knowledge
  • Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.
  • Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met

 Properly licensed individuals off securities through Securities America, Inc member FINRA/SIPC. Advisory service offered trough Securities America Advisors, Inc. Securities America does not provide tax services. Accounting, payroll, fixed & health insurance, and HR services are offered through Allied Financial Partners. Allied Financial Partners and Securities America are separate entities. 


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Senior Accountant

Position Summary

Senior Accountants should have robust interpersonal, communication, and project management skills. Senior Accountants should provide the Accounting Department with operational efficiencies as well as guide junior staff members in completing workflow. Senior Accountants are expected to develop on both a personal and professional level during their tenure with the company.

Management/reporting responsibilities

  • This position has no direct reports and reports to a manager.

Primary Responsibilities

  • Preparation of personal, business, and informational tax returns.
  • Reviewing "A" level personal tax returns.
  • Processing of monthly, quarterly and annual business accounting work.
  • Assuring compliance with federal, state, and local tax laws and regulations.
  • Preparation of Audit work papers.
  • Supervise staff.
  • Providing assistance to Accounting Manager on project based work

Worksite location & conditions

  • This position is based in one of Allied Financial Partners four (4) locations, but does offer the flexibility to work remotely on an as-needed basis
  • This is a full time position, forty (40) hours per week, with additional hours during tax season.
  • The position does not require regular travel; although on-site visits to local clients or other offices may be required.

Compensation

  • Non-exempt compensation is dependent upon experience and education.

About You

  • A Bachelor's degree in accounting or finance is required.
  • A minimum of 3 to 5 years’ experience in the Accounting field is required.
  • Should possess or be working towards a CPA designation.
  • Strong knowledge of federal and state regulations.
  • Strong computer skills including Microsoft Office and the ability to assimilate to new programs.
  • Strong work ethic and team player.
  • High degree of professionalism and the ability to deal sensitively with confidential material.
  • Strong interpersonal communication skills including verbal and written.
  • Desire to develop and build client relationships, providing a positive client experience as well as to foster the overall growth of Allied Financial Partners.

To apply for this position please send a cover letter and resume to James Swiech, CPA at jswiech@alliedfp.com.


Staff Accountant

Position Summary

Staff accountants should have deep communication, organizational, and analytical skills to provide key operational support to the Accounting Department in processing returns and completing business accounting work. Staff Accountants are expected to develop on both a personal and professional level during their tenure with the company.

Management/reporting responsibilities

  • This position has no direct reports and reports to a manager.

Primary Responsibilities

  • Preparation of personal, business, and informational tax returns.
  • Processing of monthly, quarterly and annual business accounting work.
  • Assisting in the preparation of client work papers.
  • Providing assistance to Senior Accountants.
  • This position may include new responsibilities and tasks or changes as management deems necessary for employee or firm development.

Worksite location & conditions

  • This position is based in one of Allied Financial Partners four (4) locations, but does offer the flexibility to work remotely on an as-needed basis
  • This is a full time position, forty (40) hours per week, with additional hours during tax season.
  • The position does not require regular travel; although on-site visits to local clients or other offices may be required.

Compensation

  • Non-exempt compensation is dependent upon experience and education.

About You

  • A Bachelor's degree in accounting or finance is required.
  • Working towards a CPA designation is preferred.
  • Strong knowledge of, or a desire to learn, federal and state regulations.
  • Strong interpersonal communication skills including verbal and written.
  • Strong computer skills including Microsoft Office Suite and the ability to assimilate to new programs.
  • Strong work ethic and team player.
  • High degree of professionalism and the ability to deal sensitively with confidential material.
  • Desire to develop and build client relationships, providing a positive client experience as well as to foster the overall growth of Allied Financial Partners.

To apply for this position please send a cover letter and resume to James Swiech, CPA at jswiech@alliedfp.com.

Disclaimers

Our firm has a commitment to the principles of fair employment and the elimination of all discriminatory practices. We are an equal opportunity employer and will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation and gender identity), national origin, disability (physical or mental), veteran status, age, genetic information, or any other status protected under applicable federal, state, or local laws.

Bookkeeper

Position Summary

Bookkeepers should have deep communication, organizational, and analytical skills.  Bookkeepers create financial transactions and creates financial reports from that information.  The creation of financial transactions includes posting information to accounting software from such source documents as invoices to customers, cash receipts, and supplier invoices.  The bookkeeper also reconciles accounts to ensure their accuracy.

Primary Responsibilities

  • Accounts Payable
  • Accounts Receivable
  • Record payroll
  • Month end close
  • Budgeting

Knowledge and Skill Requirements

  • An Associates degree in accounting or business administration is preferred.
  • A minimum of 2 to 5 years’ of bookkeeping experience is preferred.
  • Strong knowledge of Quickbooks.
  • Strong computer skills including Microsoft Office.
  • Strong work ethic and team player.
  • High degree of professionalism and the ability to deal sensitively with confidential material.
  • Strong interpersonal communication skills including verbal and written.

Worksite location & conditions

  • This position is based in one of Allied Financial Partners six (6) locations, but does offer the flexibility to work remotely on an as-needed basis
  • This is a full time position, forty (40) hours per week, with additional hours during tax season.
  • The position does not require regular travel; although on-site visits to local clients or other offices may be required.

To apply for this position please send a cover letter and resume to James Swiech, CPA at jswiech@alliedfp.com.

Disclaimers

Our firm has a commitment to the principles of fair employment and the elimination of all discriminatory practices. We are an equal opportunity employer and will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation and gender identity), national origin, disability (physical or mental), veteran status, age, genetic information, or any other status protected under applicable federal, state, or local laws.

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