We are searching for multiple Financial Advisors for both the Syracuse and Utica locations. Whether you are a recently licensed advisor or have been practicing for years, there is a spot for you. The hiring company is a small advisory firm that offers a great package and an opportunity for succession planning into partial ownership. Please see the full job details below and apply today for immediate consideration.
About the Role
We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will provide personalized financial guidance and develop long-term relationships with clients to help them achieve their financial goals. You’ll be part of a collaborative environment that values integrity, innovation, and professional growth.
Key Responsibilities
Build and maintain strong relationships with clients through regular communication and financial reviews.
Assess clients’ financial situations and develop customized financial plans.
Provide advice on investments, retirement planning, insurance, tax strategies, and estate planning.
Monitor financial markets and adjust client portfolios as needed.
Stay current with financial regulations, products, and industry trends.
Meet individual and team performance goals.
What We Offer
Competitive base salary plus performance-based incentives.
Comprehensive benefits package including health, dental, and retirement plans.
Ongoing training and professional development opportunities.
Supportive team culture and leadership.
Opportunities for career advancement.
Qualifications
Active securities and advisory licenses (Series 7, Series 65/66, or equivalent). Required
Certified Financial Planner (CFP) designation or willingness to obtain.
Bachelor’s degree in Finance, Business, Economics, or related field Preferred
Proven experience in financial planning, investment advising, or wealth management.
Strong interpersonal and communication skills.
Ability to analyze complex financial data and present actionable insights.
Proficiency with financial planning software and CRM tools.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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Please refer the Job description for details