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Company Description Sausville Benson Financial is a specialized financial services firm focused on supporting families, small business owners, and career professionals in New York and beyond. The firm provides tailored guidance to help clients manage their finances, plan for retirement, and achieve long-term financial security. By concentrating on the unique needs of these professions, Sausville Benson Financial delivers personalized strategies and practical solutions. The team is committed to building lasting relationships, offering clear advice, and helping clients make confident financial decisions.
Role Description The Financial Services Professional is a part-time, hybrid role based in Latham, NY, with the flexibility to perform some responsibilities from home. Day-to-day tasks include meeting with clients to assess their financial needs and goals, developing and presenting financial and retirement planning strategies, and reviewing existing plans to ensure they remain aligned with changing circumstances. The role involves analyzing financial information, explaining complex concepts in accessible terms, and maintaining accurate records and documentation. The Financial Services Professional will also collaborate with colleagues on client cases, stay current with industry trends and regulations, and support ongoing client communication and service.
Qualifications
* Strong foundation in Financial Planning and Retirement Planning, with the ability to design and implement client-focused strategies.
* Solid knowledge of Finance and Financial Services, including basic investment concepts, risk management, and long-term wealth-building approaches.
* Clear and professional Communication skills, with the ability to explain financial concepts in straightforward language and build trust with clients.
* Relevant education in finance, business, economics, or a related field; professional certifications (e.g., CFP, ChFC, or similar) are beneficial.
* Detail-oriented, organized, and able to manage multiple client relationships while maintaining confidentiality and ethical standards.
* Comfort with hybrid work, including use of digital tools and secure systems to support both in-office and remote client service.
* Prior experience in financial advisory, planning, or client service is preferred, especially with families, small business owners, or career professionals.