Job Information
Robert Half Financial Advisor in Troy, New York
Description
We are representing a financial services firm based in Troy, NY, that specializes in delivering personalized financial planning and investment advice. This firm prides itself on fostering long-term client relationships and providing tailored financial solutions. They offer an entrepreneurial environment where experienced financial advisors can thrive, with full access to industry-leading resources and support.
Position Overview:
Our client is seeking a highly motivated Financial Advisor with a Series 7 license to join their expanding team. This role offers the freedom to manage and grow your own client base while leveraging the firm’s robust support system. The ideal candidate will have a strong background in financial advising, with a proven ability to provide sound, individualized advice to help clients meet their financial goals.
For immediate consideration, please contact Carmen Warga in our Albany, NY office.
Key Responsibilities:
Establish, manage, and grow client relationships through personalized financial planning and advice
Develop tailored investment strategies based on client goals and risk tolerance
Continuously monitor financial markets and trends to offer relevant advice and solutions
Ensure compliance with industry standards and maintain a high level of professional integrity
Requirements
Series 6, 7 and/or 65 license
2+ years of experience in financial advising, preferably in an independent or client-centric firm
Strong knowledge of financial planning, investments, and portfolio management
Entrepreneurial mindset with excellent communication and relationship-building skills
Self-driven with a passion for helping clients achieve their financial objectives
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.
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. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
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 roberthalf.gobenefits.net for more information.
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