About the Financial Planning Analyst Role at Robert Half

Join a dynamic wealth management and financial planning firm in the heart of Albany, New York, as a Financial Planning Analyst. Due to continued growth and expansion, this established firm is seeking a talented professional to join their team. Robert Half is proud to partner with this client to source top-tier talent for this exciting opportunity. As a Financial Planning Analyst, you will play a pivotal role in delivering exceptional financial strategies to high-net-worth clients, focusing on holistic planning that encompasses retirement, taxes, estates, and investments. This full-time position offers a competitive salary starting at $80,000, with ample room for professional growth in a supportive environment.

Albany, NY, known as the capital of New York State, provides an ideal backdrop for your career in finance. With its thriving economy, proximity to major financial hubs like New York City, and a lower cost of living compared to larger metros, Albany offers the perfect balance of professional opportunity and quality of life. If you're passionate about financial planning careers in Albany, NY, wealth management, or advancing your expertise in retirement and estate planning, this role is your next step.

Key Responsibilities

In this position, you will dive deep into client financial landscapes, creating tailored solutions that drive long-term success. Your day-to-day will include:

• Preparing detailed financial reports, cash flow projections, and actionable recommendations to guide client decisions.
• Designing comprehensive retirement planning strategies, including Roth conversions, 401(k) optimizations, and Social Security timing.
• Analyzing complex tax scenarios and developing tax-efficient strategies to minimize liabilities.
• Developing estate flowcharts, trust structures, and succession plans to protect client legacies.
• Supporting investment management tasks such as portfolio analysis, rebalancing, and risk assessment.
• Engaging directly with clients through consultations, presenting plans, and building lasting relationships.
• Utilizing advanced financial modeling tools to run scenarios and stress-test plans against market volatility.
• Collaborating with senior advisors on high-profile cases and contributing to firm-wide initiatives.

Expect a varied role that combines analytical rigor with client-facing interactions, perfect for those who thrive in financial analyst jobs in Albany, NY.

Required Qualifications for Financial Planning Analyst

To excel in this role, candidates should bring a blend of education, experience, and skills. Ideal qualifications include:

• A Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
• 2-5 years of progressive experience in financial planning, wealth management, or advisory services.
• Pursuit or possession of certifications like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA).
• Advanced proficiency in financial planning software such as MoneyGuidePro, eMoney Advisor, or RightCapital.
• Expert-level Excel skills for modeling, including VBA and pivot tables.
• Demonstrated ability to communicate complex financial concepts clearly to diverse clients.
• Deep knowledge of U.S. tax code, ERISA regulations, estate laws, and investment principles.
• Strong organizational skills to manage multiple client portfolios simultaneously.

Candidates with experience in Robert Half careers or similar staffing partnerships will have a seamless transition into this high-impact position.

Why Join Us? Benefits and Career Growth

Beyond the attractive $80,000 base salary, this role offers a robust benefits package designed to support your professional and personal life. Enjoy comprehensive health coverage, 401(k) with generous matching, flexible hybrid scheduling, and tuition reimbursement for certifications. Our client fosters a collaborative culture with regular team-building, mentorship programs, and clear paths to senior advisor roles.

Partnering with Robert Half means access to exclusive job opportunities in Albany, NY finance jobs, career coaching, and resume optimization. This is more than a job—it's a launchpad for your career in wealth management. Apply today through Robert Half and take charge of your financial planning future!

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