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Financial Advisor
<p>We are seeking a motivated and client-focused <strong>Financial Advisor</strong> to join a growing financial services firm in Troy, NY. This role is ideal for professionals who are passionate about helping individuals and families achieve their financial goals through personalized planning and investment strategies.</p><p><br></p><p>For immediate consideration, please contact Carmen Warga in our Albany, NY office.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Build and maintain strong client relationships through proactive communication and financial guidance.</li><li>Develop customized financial plans, including investment, retirement, and insurance strategies.</li><li>Provide ongoing portfolio reviews and recommend adjustments based on client objectives and market conditions.</li><li>Stay current on financial products, market trends, and regulatory requirements.</li><li>Collaborate with internal teams to deliver exceptional client service.</li></ul><p><strong>Qualifications</strong></p><ul><li><strong>Active Series 6, 7, or 65 license</strong> (required).</li><li>Proven experience in financial advising, wealth management, or investment planning.</li><li>Strong knowledge of financial products and compliance regulations.</li><li>Excellent communication, interpersonal, and relationship-building skills.</li><li>Ability to work independently and manage a book of business.</li></ul><p> <strong>What’s Offered</strong></p><ul><li>Competitive compensation structure (base + commission).</li><li>Comprehensive benefits package.</li><li>Professional development and growth opportunities.</li><li>Supportive team environment with access to industry-leading tools and resources.</li></ul>
<p><strong>Qualifications</strong></p><ul><li><strong>Active Series 6, 7, or 65 license</strong> (required).</li><li>Proven experience in financial advising, wealth management, or investment planning.</li><li>Strong knowledge of financial products and compliance regulations.</li><li>Excellent communication, interpersonal, and relationship-building skills.</li><li>Ability to work independently and manage a book of business.</li></ul><p><br></p>
<p>Robert Half is the world’s 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.</p> <p>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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>
  • Utica, NY
  • onsite
  • Permanent
  • 90000.00 - 100000.00 USD / Yearly
  • <p>We are seeking a motivated and client-focused <strong>Financial Advisor</strong> to join a growing financial services firm in Troy, NY. This role is ideal for professionals who are passionate about helping individuals and families achieve their financial goals through personalized planning and investment strategies.</p><p><br></p><p>For immediate consideration, please contact Carmen Warga in our Albany, NY office.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Build and maintain strong client relationships through proactive communication and financial guidance.</li><li>Develop customized financial plans, including investment, retirement, and insurance strategies.</li><li>Provide ongoing portfolio reviews and recommend adjustments based on client objectives and market conditions.</li><li>Stay current on financial products, market trends, and regulatory requirements.</li><li>Collaborate with internal teams to deliver exceptional client service.</li></ul><p><strong>Qualifications</strong></p><ul><li><strong>Active Series 6, 7, or 65 license</strong> (required).</li><li>Proven experience in financial advising, wealth management, or investment planning.</li><li>Strong knowledge of financial products and compliance regulations.</li><li>Excellent communication, interpersonal, and relationship-building skills.</li><li>Ability to work independently and manage a book of business.</li></ul><p> <strong>What’s Offered</strong></p><ul><li>Competitive compensation structure (base + commission).</li><li>Comprehensive benefits package.</li><li>Professional development and growth opportunities.</li><li>Supportive team environment with access to industry-leading tools and resources.</li></ul>
  • 2025-11-21T20:59:05Z

Financial Advisor Job in Utica | Robert Half