Skip to main content

This job has expired

Financial Planner

Employer
Del-Sette Capital Management LLC
Location
Schenectady, New York
Salary
Negotiable
Closing date
May 15, 2021

View more

Job Role
Wealth Advisor
Employment Type
Full Time
Level
Entry Level
Experience Level
None
CFP® Certification
Pursuing

Job Details

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. 

 

 

 

Company

We are a Multidisciplinary Wealth Management Office

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert