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Junior Financial Planner - Build Plans & Clients

Job in City of Albany, Albany, Albany County, New York, 12201, USA
Listing for: The Vermont Agency
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Accounting & Finance, Banking & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 50000 - 100000 USD Yearly USD 50000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Junior Financial Planner - Build Plans & Grow Clients
Location: City of Albany

A financial services firm in Albany is seeking an eager entry-level financial advisor. The role includes working with clients to compile financial profiles, creating customized financial plans, and supporting clients in achieving their financial goals. Ideal candidates will possess strong communication skills, a relevant Bachelor's degree, and a willingness to learn. This position offers a compensation range of $50,000 to $100,000 per year, with room for growth within a collaborative team environment.
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