Financial Advisor

Nick Corieri with Robert Half is looking for an experienced Financial Advisor to join a client-focused financial services firm in Utica, New York. This opportunity is ideal for someone who enjoys building lasting relationships, delivering individualized guidance, and helping clients make confident financial decisions. The role offers the chance to work in a collaborative, growth-oriented environment with access to strong operational support and valuable resources.

Responsibilities:

• Build and maintain trusted relationships with clients by providing individualized financial guidance aligned with their long-term objectives.

• Create customized financial plans and investment recommendations based on each client's goals, time horizon, and comfort with risk.

• Review portfolios and client strategies on an ongoing basis, adjusting recommendations as market conditions and personal circumstances change.

• Identify opportunities to deepen client engagement and expand the advisory relationship through thoughtful, needs-based service.

• Stay informed on market activity, investment products, and economic developments in order to deliver timely and relevant advice.

• Uphold regulatory standards and firm policies while maintaining accurate documentation and a high standard of ethical conduct.

For immediate consideration, apply to this job posting today and contact Nick Corieri from the Syracuse branch of Robert Half.

Qualifications:

• 3+ years of experience in financial advising or a closely related client-facing wealth management role.
• Active Series 6 or Series 7 license, with the ability and intent to obtain Series 7 promptly if currently licensed at the Series 6 level.
• Series 65 or Series 66 license required.
• Demonstrated knowledge of financial planning, investment analysis, and portfolio management principles.
• Strong communication and interpersonal skills with the ability to build credibility and long-term client trust.
• Self-motivated, proactive, and committed to helping clients achieve meaningful financial outcomes.

Compensation

$75,000.00-$100,000.00 Yearly

About Us

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.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

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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