Top 66 Personal Financial Advisors Jobs in Albany, NY

Estate Planning Paralegal
Pierro, Connor & Strauss, LLC —Latham, NY
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Databases
- Health savings account
- AD&D insurance
Quick Apply
Virtual Wealth Advisor - Albany, NY / Saratoga Spring, NY / Clifton Park, NY
Citizens Financial Group —Albany, NY
- $65,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Tax Expert - Expert Center (Northeast)
Intuit —Schenectady, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Expert - Expert Center (Northeast)
Intuit —Albany, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Financial Professional
Equitable Advisors —Ballston Spa, NY
- $33,400 - $135,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Employee stock purchase plan
- Disability insurance
Quick Apply
Relationship Advisor
Hudson Valley Credit Union —Rotterdam, NY
- $20.96 - $25.39 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Loan repayment program
Vacation Travel Advisor
Rich Products Corporation —New York State
- $44,030 - $59,570 a year
- Sales
- Mid-level
- Quality control
- Health insurance
- Paid time off
Financial Advisor
Edward Jones —Troy, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Tax Expert - On-Site
Intuit —Albany, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13h
Tax Expert - Local Tax Office
Intuit —Albany, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13h
Tax Expert - Local
Intuit —Albany, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13h
Tax Expert - Local Branch
Intuit —Albany, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13h
Tax Expert - On-Site
Intuit —Schenectady, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13h
Tax Expert - Local Tax Office
Intuit —Schenectady, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13h
Tax Expert - Local Branch
Intuit —Schenectady, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13h
Tax Expert - Local
Intuit —Schenectady, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13h
Beauty Counter Manager - Trend Beauty, Colonie Center - Full Time
Macy’s —Albany, NY
- $17.33 - $28.10 an hour
- Part-time
- Management
- Merchandising
- English
- Store discount
- Paid holidays
Enrollment Advisor
The State University of New York (SUNY) —Albany, NY
- $57,151 - $60,000 a year
- Part-time
- Microsoft Excel
- Oracle
- Microsoft Outlook
- Paid holidays
- Health insurance
General Attorney
State of New York - Insurance Fund, State —Albany, NY
- $190,000 - $223,624 a year
- Full-time
- Remote
- Background check
- Writing skills
- Analysis skills
- Paid holidays
- Health insurance
Project Accountant
State of New York - DASNY - Dormitory Authority of the State of New York —Albany, NY
- $72,710 - $92,708 a year
- Extended hours
- Background check
- Microsoft Outlook
- CPA
- Paid holidays
- Health insurance

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Estate Planning Paralegal

Pierro, Connor & Strauss, LLC -
Latham, NY

Quick Apply

Job Details

Full-time
$65,000 - $85,000 a year

Benefits

Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Bachelor's degree
Attention to detail
Legal drafting
Client services
Law office experience

Full Job Description

Job Summary
We are seeking an experienced estate planning paralegal or financial services administrator to manage complex, high‑net‑worth client matters with a strong emphasis on project management, asset organization, and financial coordination. This role is ideal for someone with a background in financial services, asset management, wealth management, or private banking, who understands the intricacies of high‑value portfolios and family office dynamics.

While traditional legal drafting is not the core focus, familiarity with estate planning documents is expected. The role requires exceptional organizational skills, client service, and the ability to coordinate multiple workstreams across legal, financial, and tax advisors.

Key Responsibilities

Manage all aspects of high‑net‑worth estate planning files, acting as the primary point person to ensure seamless execution from inception to completion of the client’s estate plan.
Coordinate asset information, including collecting, organizing, and maintaining detailed records of investment accounts, business interests, real estate holdings, insurance, and other complex assets.
Serve as a liaison among attorneys, financial advisors, accountants, trustees, and clients to ensure accurate communication and follow‑through.
Track project timelines, deliverables, and outstanding tasks; proactively identify next steps and potential issues.
Assist in the preparation and organization of schedules of assets, trust funding tasks, beneficiary designations, and related estate planning action items.
Prepare documentation related to trust funding and asset transfers; communicate with financial institutions to execute instructions.
Maintain and update client estate plans, including coordinating revisions and ensuring consistent version control.
Support attorneys in complex planning matters including charitable structures, and multi‑generational planning.
Bonus: Prepare or assist with the preparation of gift tax returns (Form 709) and/or estate tax returns (Form 706).
Manage internal systems, file workflows, and databases to ensure compliance and accuracy.

Qualifications

Bachelor’s degree required; paralegal certificate preferred.
3+ years of experience in estate planning, financial services, wealth management, asset management, or a related field working with high‑net‑worth clients.
Strong understanding of financial accounts, asset titling, and wealth management concepts.
Exceptional project management skills; ability to juggle multiple complex matters simultaneously with precision.
Highly organized, meticulous, and detail‑oriented.
Strong communication skills and ability to interface professionally with sophisticated clients and advisors.
Proficiency with Microsoft Office; experience with estate planning or wealth management software a plus.
Ability to maintain strict confidentiality in handling sensitive financial and personal information.

Preferred Skills (Not Required)

Experience preparing Form 709 Gift Tax Returns.
Experience supporting Form 706 Estate Tax Returns.
Experience working in a law firm, private bank, RIA, or family office environment.
Familiarity with advanced estate planning strategies and structures.

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Required)

Experience:

Paralegal: 3 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in Albany, NY

Estate Planning Paralegal

Virtual Wealth Advisor - Albany, NY / Saratoga Spring, NY / Clifton Park, NY

Tax Expert - Expert Center (Northeast)

Tax Expert - Expert Center (Northeast)

Financial Professional

Relationship Advisor

Vacation Travel Advisor

Financial Advisor

Tax Expert - On-Site

Tax Expert - Local Tax Office

Tax Expert - Local

Tax Expert - Local Branch

Tax Expert - On-Site

Tax Expert - Local Tax Office

Tax Expert - Local Branch

Tax Expert - Local

Beauty Counter Manager - Trend Beauty, Colonie Center - Full Time

Enrollment Advisor

General Attorney

Project Accountant

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