Job Details

Certified Financial Planner

Company Apply Now

Fusco Personnel, Inc.

Published

2025-03-21

Closes

 

Location

Latham, New York, United States

Category

CFP

Type

Full-time

Description

 CERTIFIED FINANCIAL PLANNER (CFP)

Hybrid Schedule Available

 

Fusco Personnel is currently recruiting a Certified Financial Planner. This is a FT Direct Hire opportunity in the Capital Region.   

 

Requirements:

  • Certified Financial Planner (CFP) designation required.
  • Bachelor’s degree in Finance, Accounting or a related field.
  • 3-5 years of experience in financial planning, preferably with experience working with family-owned businesses or clients in the construction industry.
  • Strong knowledge of retirement plans including 401(k)s, ESOPs, and personal financial planning strategies.

 

Salary Range

  • $75-120k (Based on Experience)

 

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