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:
Education:
Experience:
- Financial Advisor: 3 years (Required)
License/Certification:
Ability to Commute:
- Schenectady, NY 12308 (Required)
Work Location: In person
