Financial Planning Associate

FINANCIAL PLANNING ASSOCIATE

ALBANY AND SARATOGA SPRINGS, NY

Position Overview

Are you organized, tech-savvy, and passionate about helping others succeed financially? Fusco Personnel is looking for a Financial Planning Associate to support our client services, financial planning, portfolio management, and marketing efforts for our Client.

Key Responsibilities

Key Responsibilities :

Open and onboard client accounts

Support client requests and maintain strong client relationships

Prepare financial planning materials using Money Guide Pro

Assist with tax projections and planning software

Help execute marketing efforts and client appreciation events

Document interactions in our CRM system for seamless communication

Skills & Competencies

Strong communication, organization, and tech skills

Detail-oriented with excellent time management

A proactive, team-first mindset and passion for client service

Undergraduate degree required; CFP® pursuit expected

Background in income tax prep (EA or CPA a plus)

2+ years of experience in financial services preferred

Salary Range

$60,000-$80,000

Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff.

Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level – consider contacting our experts.

Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action / Equal Opportunity, Race / Gender / Veterans / Disability Employer