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Financial Advisor, Client-Focused Planning

Job in City of Albany, Albany, Albany County, New York, 12201, USA
Listing for: Broadview group
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: City of Albany

A financial services firm in Albany, NY seeks a Financial Advisor to provide financial planning and advice to clients. The ideal candidate will possess strong mathematical and communication skills, hold relevant NYS licenses, and have 4-7 years of related experience. Responsibilities include conducting client reviews, monitoring financial plans, and facilitating educational seminars. A competitive salary and benefits package are offered, with encouragement for bilingual applicants.
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