Financial Planning Associate
1 week ago
FINANCIAL PLANNING ASSOCIATE ALBANY AND SARATOGA SPRINGS, NY Position Overview Are you organized, tech-savvy, and passionate about helping others succeed financially? Fusco Personnel is looking for a Financial Planning Associate to support our client services, financial planning, portfolio management, and marketing efforts for our Client. Key Responsibilities Key Responsibilities: Open and onboard client accounts Support client requests and maintain strong client relationships Prepare financial planning materials using Money Guide Pro Assist with tax projections and planning software Help execute marketing efforts and client appreciation events Document interactions in our CRM system for seamless communication Skills & Competencies Strong communication, organization, and tech skills Detail-oriented with excellent time management A proactive, team-first mindset and passion for client service Undergraduate degree required; CFP® pursuit expected Background in income tax prep (EA or CPA a plus) 2 years of experience in financial services preferred Salary Range $60,000-$80,000 Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff. Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level - consider contacting our experts. Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer
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Senior Client Operations Associate
2 weeks ago
Saratoga Springs, NY, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...
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Senior Client Operations Associate
1 week ago
Saratoga Springs, NY, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...
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Client Service Associate
2 weeks ago
Saratoga Springs, NY, United States LPL Financial Holdings, Inc. Full timeWhat if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step,...
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Client Service Associate
1 week ago
Saratoga Springs, NY, United States LPL Financial Holdings, Inc. Full timeWhat if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step,...
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Client Service Associate
2 weeks ago
Saratoga Springs, NY, United States LPL Financial Holdings, Inc. Full timeWhat if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step,...
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Senior Administrative Assistant
1 week ago
Saratoga Springs, NY, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...
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Senior Administrative Assistant
7 days ago
Saratoga Springs, NY, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...
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Tax Associate
2 days ago
Saratoga Springs, NY, United States H&R Block Full timeOur Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to...
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Home Team Associate
5 days ago
Saratoga Springs, NY, United States Walmart Full timeHourly Wage: $17 - $30 per/hour *The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation includes annual or quarterly performance incentives. Additional compensation in the form of premiums may be paid in amounts ranging from $0.35 per hour to $3.00 per hour in specific circumstances....
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Home Team Associate
1 week ago
Saratoga Springs, NY, United States Walmart Full timeHourly Wage: $17 - $30 per/hour *The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation includes annual or quarterly performance incentives. Additional compensation in the form of premiums may be paid in amounts ranging from $0.35 per hour to $3.00 per hour in specific circumstances....