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