Analyst
Company: Robert Half
Location: Mount Kisco
Posted on: January 30, 2026
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Job Description:
Job Description Job Description We are looking for an
experienced Client Service Advisor to join our team. This role
focuses on providing strategic guidance to clients in areas such as
estate planning, tax strategies, and investment analysis. The ideal
candidate will have strong expertise in financial advising and a
proven ability to deliver personalized solutions to meet client
needs. Candidate needs to hold CFP designation. Qualified CFP
candidates can email resume directly to joe.ciavardini@roberthalf
Responsibilities: • Advise clients on estate planning strategies to
protect and manage their assets effectively. • Develop tailored tax
planning solutions to optimize financial outcomes for clients. •
Conduct detailed investment analyses to identify opportunities and
mitigate risks. • Build and maintain strong client relationships by
providing exceptional service and clear communication. •
Collaborate with clients to create comprehensive financial plans
that align with their long-term goals. • Monitor market trends and
equity investments to provide informed recommendations. • Prepare
detailed reports and presentations to communicate financial
insights and strategies. • Ensure compliance with financial
regulations and industry standards in all advisory services. •
Utilize advanced financial tools and software to enhance analysis
and decision-making processes • Minimum of 5 years of experience in
financial advising, investment analysis, or similar roles. • Strong
knowledge of estate planning and tax strategies. • Proficiency in
equity investment and portfolio management. • Excellent client
relations skills, with the ability to build trust and rapport. •
Skilled in preparing and presenting complex financial reports. •
Familiarity with financial tools and software for analysis and
planning. • Ability to stay updated on market trends and industry
regulations. • Bachelor’s degree in Finance, Economics, or a
related field; advanced certifications are a plus.
Keywords: Robert Half, Mount Vernon , Analyst, Accounting, Auditing , Mount Kisco, New York
