Schenectady, NY

Finance Jobs in Schenectady, NY

2 jobs found

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1mo ago

Financial Planner

Del-Sette Capital Management Schenectady, NY

Schenectady, NY

1mo 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

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

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2mo ago

Deputy Commissioner of Finance

City of Schenectady Schenectady, NY

Schenectady, NY

2mo ago Closed

$100k+/yr Full time Senior Accounting Budgeting

This position is no longer accepting applications (closed Jun 18, 2026).

Job Description

The City of Schenectady invites qualified applicants for the role of Deputy Commissioner of Finance, a senior leadership position within the Finance Department. This onsite role oversees financial accounting, reporting, internal controls, and budget development under the Commissioner of Finance, contributing to the city’s fiscal strategy and day-to-day operations in Schenectady, New York.

Overview

Salary: USD 100,000 per year
Location: Schenectady, NY (onsite)
Minimum experience: 3 years
Education: Master’s degree in Accounting, Public Administration, Business Administration or Finance

Responsibilities

Primary responsibility for overseeing and maintaining the financial accounting system
Ensures sound accounting practices and internal control procedures are maintained
Establishes and supervises the maintenance of individual accounts for special projects
Directs the Accounts and Disbursements, Receipts, and Purchasing Units
Prepares or oversees submission of reimbursement claims to State, Federal and other funding sources
Prepares or oversees the preparation of financial reports and statements in compliance with applicable laws, rules and regulations
Prepares or oversees the annual financial report to New York State
Supports the Commissioner of Finance and the city’s independent auditor in producing the city’s financial statements
Assists in developing and managing the city’s annual budget with the Mayor and the Commissioner
Collaborates with the Commissioner on strategic fiscal management and long-term planning to guide the City’s fiscal condition
Presents financial items to the City Council for consideration and action
Responds to requests for information on municipal finances as needed
Represents the Commissioner of Finance when engaging with the public, City Council, other government agencies and private organizations
Leads the department in the Commissioner’s absence
Performs other related duties, including preparing analytical reports as required

Requirements

Thorough knowledge of the principles and practices of public/governmental fiscal administration, including internal auditing, accounting and fiscal management
Thorough knowledge of the principles, practices, and terminology of general and governmental accounting
Thorough knowledge of financial administration including budgeting and reporting
Good knowledge of office terminology, practices and procedures and business mathematics
Ability to communicate clearly
Ability to prepare and analyze complex financial and statistical records, reports and financial statements
Ability to prepare and present complex oral and written reports clearly and concisely
Ability to plan and direct the work of others
Ability to operate a computer terminal
Ability to perform close, detail work involving considerable visual effort and strain
Good judgement

Benefits

Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Paid time off
Retirement plan
Vision insurance

Education

Master's degree (Preferred)

Experience

Financial planning or Budgeting: 5 years (Preferred)
Governmental Accounting: 5 years (Preferred)

Work Location

In person

Application Question

Do you currently reside within the City of Schenectady?

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Finance Jobs in Schenectady, NY

Financial Planner

Deputy Commissioner of Finance

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