Finance Jobs in Niskayuna, NY

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4mo ago

Financial Planner

Del-Sette Capital Management Niskayuna, NY

Niskayuna, NY

4mo ago Closed

$100k - $130k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 25, 2026).

Job Description

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

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