Financial Advisor

1 day ago


Troy, United States Robert Half Full time
Job DescriptionJob 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


  • 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



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