Company Description

Del-Sette Capital Management LLC, founded by Certified Financial Planner® Bill Del-Sette in 2012, is a fee-based investment advisory firm. The firm focuses on helping clients achieve their financial goals through retirement and investment planning. For more information, visit www.del-sette.com.

Position Overview

Del-Sette Capital Management is seeking an experienced Financial Planner who is ready to work directly and independently with clients. This in-office role — with the potential to transition to a hybrid schedule — is a great fit for someone who thrives in client relationships, takes ownership of the planning process, and is looking to grow within a collaborative, client-centered firm.

This is not a support role. We’re looking for someone who can walk into a client meeting, lead the conversation, and deliver a high-quality planning experience from start to finish.

Key Responsibilities Client-Facing Financial Planning

Independently conduct client meetings, including annual reviews, planning discussions, and ongoing relationship management
Develop and present comprehensive financial plans tailored to each client’s goals and retirement picture
Manage follow-up items, action steps, and implementation after each meeting
Serve as a trusted point of contact for a dedicated book of clients
Maintain a high standard of responsiveness and care across all client relationships

Team & Operations Support

Serve as backup for trading and portfolio operations as needed
Collaborate with the team on client service requests, workflows, and process improvements
Maintain accurate client records in CRM and planning software
Support compliance and operational requirements

Qualifications Required

Bachelor’s degree in Finance, Economics, Accounting, or related field
3+ years of experience in financial planning with direct client-facing responsibility
Demonstrated ability to lead client meetings independently
Strong communication, organizational, and relationship management skills
Comfortable working in an in-office, team-based environment with hybrid potential over time

Preferred

CFP® designation or active pursuit of it
Prior experience at a fee-only or fee-based RIA
Familiarity with Schwab, eMoney, or similar platforms

What We Offer

Compensation: $100,000–$130,000 depending on experience
Competitive benefits, including a 401(k) with company match after 6 months
Long-term career growth within a growing, client-focused firm
Exposure to retirement planning, investment management, and client strategy
Support for professional development and continuing education, including CFP® pursuit

Job Type: Full-time

Pay: $100,000.00 - $130,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

Physical Setting:

Office

Education:

Bachelor's (Required)

Experience:

Financial Advisor: 3 years (Required)

License/Certification:

CFP® (Preferred)

Ability to Commute:

Schenectady, NY 12308 (Required)

Work Location: In person

Del-Sette Capital Management

Latest Jobs

Financial Advisor

Financial Advisor