Financial Advisor
Lumsden McCormick, LLP - Buffalo, NY

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Lumsden McCormick Financial Services, LLC, in Buffalo, NY seeks an experienced Financial Advisor to join its client service group. This position is a salaried, non-sales financial planning/wealth management position with one of the largest locally owned certified public accounting (CPA) firms in Western New York State. We are seeking a CPA with tax experience and series 7 & 66 license or eligibility required. Certified Financial Planner (CFP) certification is a plus. Qualified candidates should apply in confidence with resume and salary requirements to:

Stephanie Wilkinson
Director of Human Resources
Lumsden McCormick, LLP
Cyclorama Building
369 Franklin Street
Buffalo, NY 14202

Lumsden McCormick Financial Services, LLC, assists individual and corporate investors and employee benefit plans by providing diversified investment options. At Lumsden McCormick, LLP, we believe that going Beyond the Numbers means providing and maintaining a work environment that motivates all of our employees to achieve their greatest potential, both personal and professional. To learn more about Lumsden McCormick, go to: www.lumsdencpa.com.


About this company
Lumsden & McCormick, LLP is one of the largest locally owned certified public accounting firms in Western New York providing auditing,...