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Financial Advisor
Job in
City of Albany, Albany, Albany County, New York, 12201, USA
Listed on 2026-07-14
Listing for:
Muriel Consulting
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
The ideal candidate will be proud to serve as a true fiduciary to the firms clients. They should be comfortable building trust and delivering thoughtful financial planning in a supportive, professional growth environment.
Responsibilities- Immediately serve an existing client base.
- Build long-lasting relationships and deliver solid financial planning advice.
- Use CRM and planning to coordinate client service.
- Work within an established, supporting team achieve goals.
- Active Series 7, 65 and/or 66
- 3+ years' of industry experience
- Strong knowledge of CRM tools, Money Guide Pro and Advisor Engine
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