Impact-Driven Wealth Advisor & Planner

The Great Giveback; City of Albany (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive Compensation

Comprehensive Training & Mentorship

Career Growth Opportunities

Supportive Team Culture

Exclusive Incentives

Job summary

A mission-driven financial services organization in Albany is seeking a Wealth Management Consultant to build lasting relationships and guide clients toward financial independence. The role involves developing tailored financial strategies, offering product recommendations, and conducting ongoing support. Ideal candidates possess strong communication skills, an entrepreneurial mindset, and a commitment to excellence. This position offers competitive compensation, comprehensive training, and opportunities for career growth within a supportive team culture.

Qualifications

• Previous financial planning, investment, or advisory experience is a plus, but not required.
• The ability to simplify complex financial concepts for diverse audiences.
• Drive to achieve personal and professional success with integrity.

Responsibilities

• Build meaningful relationships by assessing clients’ financial situations.
• Develop customized strategies for wealth-building and risk management.
• Offer guidance on financial products and investment vehicles.
• Maintain regular communication and conduct financial reviews.

Skills

Strong Communication Skills

Analytical & Problem-Solving Skills

Commitment to Excellence

Entrepreneurial Mindset

Education

Degree in finance, economics, business

Job description

A mission-driven financial services organization in Albany is seeking a Wealth Management Consultant to build lasting relationships and guide clients toward financial independence. The role involves developing tailored financial strategies, offering product recommendations, and conducting ongoing support. Ideal candidates possess strong communication skills, an entrepreneurial mindset, and a commitment to excellence. This position offers competitive compensation, comprehensive training, and opportunities for career growth within a supportive team culture.