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Financial Advisor Job in Albany, New York : NY 12205

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Financial Advisor

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Robert Half
Engineering, Information Technology, Design
New York
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Financial Advisor Job Description

Ref ID: 02880-0011554968

Classification: Financial Advisor

Compensation: $60000.00 to $80000.00 yearly

A wealth management / financial planning firm in the Albany area is seeking a Client Relationship Associate due to growth. Responsibilities include: work directly with clients on financial planning goals; recommend changes in investment allocation for managed accounts; preparing reports, projections and recommendations; tax planning; bring in new clients to the firm; following up on leads for new prospects; business development; other duties as assigned. This is a salaried position with bonus eligibility.

Albany Financial Advisor Job

Financial Advisor Job Requirements

Qualified candidates will have a degree in business or related field plus a minimum of 3+ years of experience in the financial planning field; For confidential consideration or more information, contact Jordon Heffler.

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (

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