Financial Advisor

Del-Sette Capital Management offers an in-office Financial Advisor role in Troy, NY, with the potential for hybrid scheduling as you progress. This position prioritizes independent client leadership, delivering comprehensive financial plans, and managing a dedicated book of business within a collaborative, client‑focused environment. The compensation range is $100,000 to $130,000 per year, with a robust benefits package designed to support long‑term career growth and professional development.

Benefits

• 401(k) with company match after 6 months
• Long‑term career growth within a growing, client‑focused firm
• Exposure to retirement planning, investment management, and client strategy
• Support for professional development and continuing education, including CFP® pursuit
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Location and commute

Location: Troy, NY (hybrid potential over time). The role is in-office with options to transition to a hybrid schedule. The position requires the ability to commute to Schenectady, NY 12308.

Responsibilities

• Independently conduct client meetings, including annual reviews, planning discussions, and ongoing relationship management
• Develop and present comprehensive financial plans tailored to each client’s goals and retirement picture
• Manage follow-up items, action steps, and implementation after each meeting
• Serve as a trusted point of contact for a dedicated book of clients
• Maintain a high standard of responsiveness and care across all client relationships
• Backup for trading and portfolio operations as needed
• Collaborate with the team on client service requests, workflows, and process improvements
• Maintain accurate client records in CRM and planning software
• Support compliance and operational requirements

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or related field
• 3+ years of experience in financial planning with direct client-facing responsibility
• Demonstrated ability to lead client meetings independently
• Strong communication, organizational, and relationship management skills
• Comfortable working in an in-office, team-based environment with hybrid potential over time

Preferred qualifications

• CFP® designation or active pursuit of it
• Prior experience at a fee-only or fee-based RIA
• Familiarity with Schwab, eMoney, or similar platforms

What we offer

Compensation: $100,000–$130,000 depending on experience. Competitive benefits include a 401(k) with company match after 6 months, long‑term career growth within a growing, client‑focused firm, exposure to retirement planning, investment management, and client strategy, and support for professional development and continuing education, including CFP® pursuit.

About the firm

Del-Sette Capital Management LLC, founded by Certified Financial Planner® Bill Del-Sette in 2012, is a fee-based investment advisory firm focused on helping clients achieve their financial goals through retirement and investment planning.

Technology

• Schwab
• eMoney

Education and experience

Education: Bachelor's degree required. Experience: Financial Advisor with at least 3 years of direct client-facing financial planning experience.