Financial Planner

Del-Sette Capital Management offers a client-centered, collaborative environment that emphasizes ownership of the planning process. This in-office Financial Planner role in Schenectady, NY provides a path to a hybrid schedule over time, with a compensation range of $100,000 to $130,000 per year. You will lead client meetings and develop comprehensive plans for a dedicated book of clients within a fee-based advisory practice focused on retirement and investment planning.

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

Team & Operations Support

• Serve as 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

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

Technologies

• Schwab
• eMoney

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance