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Robert Half
Financial Advisor
Job Description
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.