Del-Sette Capital Management · 2 hours ago
Associate Financial Advisor
Schenectady, NY
Full-time
Onsite
Entry Level
2+ years expDel-Sette Capital Management is a fee-based investment advisory firm focused on helping clients achieve their financial goals. They are seeking a motivated Associate Financial Advisor to support senior advisors with financial planning and client management, providing hands-on exposure to advisory work and investment operations.
FinanceFinancial ServicesRetirementWealth Management
Responsibilities
Assist senior advisors with preparation for client meetings, including financial plans, projections, and analysis
Attend client meetings as needed and assist with follow-up items and implementation
Prepare meeting notes, summaries, and action items
Support ongoing client service requests and planning updates
Help ensure a high level of responsiveness and organization for client relationships
Assist with and provide back up on client service requests, including placing trades and move money requests
Maintain accurate client records in CRM and planning software
Assist with internal workflows, documentation, and process improvements
Support compliance and operational requirements
Coordinate with team members to ensure timely execution of client requests
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, or related field
2+ years of experience in financial planning, investment operations, or advisory support
Strong attention to detail and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Comfortable working in an in-office, team-based setting
Preferred
Progress toward CFP® or similar designation
Prior client-facing experience in a financial advisory firm
Benefits
401(k) plan with a company match after 6 months
Company
Del-Sette Capital Management
Del-Sette Capital Management provides financial planning, investment advisory, insurance and retirement products and services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase