Our client is looking for a Financial Advisor who will be proud to serve as a true fiduciary to the firms clients. They should be comfortable building trust and delivering thoughtful financial planning in a supportive, professional growth environment.
Responsibilities
- Step directly into an existing client base and begin making a difference on day one.
- Open-minded, eager to learn, and puts clients first
- A thoughtful, caring professional who values relationships
- An advocate and ally for women and families in wealth planning
- Excited to grow with a collaborative, client-centered firm
Requirements
- Active Series 65 or 7/66
- Focus: financial planning + light relationship management
- Strong knowledge of CRM Tool, MoneyGuide Pro and Advisor Engine
Compensation & Benefits
- Competitive base salary plus percentage of fees
- Full benefits package including: health insurance and SIMPLE IRA
- Paid time off
- Hybrid Flexibility – Serve clients in the Albany, NY area and remotely across the U.S.