Job Overview:

We are seeking a Financial Services Specialist to join our team in Troy, New York. As a key member of our financial services department, you will play a crucial role in assisting clients with their financial needs and providing expert advice on investment opportunities.

Job Details:

The Financial Services Specialist will be responsible for managing client accounts, conducting financial analysis, and recommending suitable financial products and services based on individual needs and goals.

Responsibilities:

• Assessing client financial situations and goals
• Developing personalized financial plans
• Implementing investment strategies
• Monitoring portfolio performance
• Providing ongoing financial guidance

Requirements:

• Bachelor's degree in Finance or related field
• Series 7 and 63 licenses
• Strong analytical and communication skills
• Previous experience in financial services

Benefits:

• Competitive salary
• Health insurance benefits
• Professional development opportunities

Other Details:

This position offers a unique opportunity to work with a diverse clientele in Troy, New York. Join our team and make a difference in the financial well-being of our clients.

We look forward to receiving your application and having you on board to contribute to our mission of financial empowerment in Troy, New York.