Financial Advisor Job in Albany, New York : NY 12205
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Financial Advisor Job DescriptionRef 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.
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