Financial Planner

What you gain

Del-Sette Capital Management offers a client‑centered, growth‑minded environment with a clear path for professional development. This in‑office role can transition to a hybrid schedule over time, letting you own the client planning process while benefiting from a supportive, collaborative team. Compensation is competitive, with an annual salary range of $100,000 to $130,000.

• Salary: $100,000 – $130,000 per year
• 401(k) with company match after six months
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
• 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

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 dedicated to helping clients achieve retirement and investment goals. For more information, visit www.del-sette.com.

Role overview

This is an in‑office role with the potential to transition to a hybrid schedule. You will independently lead client meetings, develop comprehensive financial plans, and manage ongoing client relationships. The position is based in Niskayuna, NY, and is designed for someone who thrives in client relationships and takes ownership of the planning process.

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

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

Technology and platforms

• Schwab
• eMoney