Financial Advisor

Zen Financial Group is committed to delivering tailored financial planning and guidance to individuals and businesses. Guided by the core values of health & spirituality, family, and growth, our mission is to create financial plans that align with each client’s unique goals. Based in Albany, NY, we offer a wide range of services, including life insurance, retirement planning, disability income, long-term care planning, and business planning.

We take pride in being a trusted community partner, empowering clients to achieve financial well-being and success.

We are seeking a dedicated Financial Advisor to join our team in a full-time, on-site capacity at our Albany, NY office. The Financial Advisor will be responsible for developing personalized financial plans, offering expert advice on investments, and assisting clients with retirement and financial planning. Daily tasks include assessing client needs, analyzing financial data, and providing solutions that align with their goals.

The role also entails fostering lasting client relationships and staying informed about market trends and financial regulations.

• Expertise in Financial Planning and Financial Advisory to provide tailored solutions.
• Strong knowledge of Investments and Retirement Planning.
• Proficiency in Finance, including understanding financial principles and strategies.
• Excellent interpersonal and communication skills to build and maintain client relationships.
• Proven ability to assess client needs and develop customized strategies for achieving financial goals.
• Bachelor’s degree in Finance, Business, Economics, or a related field is required.
• Industry certifications such as CFP (Certified Financial Planner) or relevant licenses (e.g., Series 7, Series 66) are highly preferred.
• A strong commitment to working on-site in Albany, NY, and contributing to the local community.