Financial Planner

Location
Schenectady, New York
Salary
Negotiable
Posted
Apr 15, 2021
Closes
May 15, 2021
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Entry Level
Experience Level
None
CFP® Certification
Pursuing

Great career opportunity with a fast growing RIA. Position entails creating and presenting financial plans, participating in strategy and review meetings with clients, and handling post-meeting to-do items. The successful candidate will work with contribute to a team experienced in tax and financial planning. Benefits include 401K with profit sharing, generous paid time off, health insurance, and a tremendous opportunity for growth.   

Requirements include Bachelor's Degree and CFP (R) designation or willingness to work toward it. Experience preferred.