Financial Advisor

Description We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial planning, including retirement strategies, tax considerations, and estate management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals. Responsibilities: u2022 Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning. u2022 Conduct thorough financial analyses and prepare reports, projections, and recommendations. u2022 Collaborate directly with clients to understand their financial objectives and provide personalized solutions. u2022 Create estate flowcharts and other visual aids to simplify complex financial concepts. u2022 Manage some aspects of investment portfolios, ensuring alignment with client goals and risk tolerance. u2022 Offer financial counseling and advice to support clients in making informed decisions. u2022 Utilize computer systems and tools to efficiently manage data and client information. u2022 Handle inside sales activities to promote financial services and expand client relationships. u2022 Provide remote assistance and virtual consultations to clients as needed. Requirements Qualified candidates will have a BA 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 is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-10-04