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Entry Level - Financial Solutions Consultant

The Great Giveback

Albany, NY · Posted November 10, 2026

Just laid off? Start here: a plan for the first weeks

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How AI is used in this kind of work

Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).

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About the job

...and financial innovations to provide clients with the best possible advice. Collaboration – Work alongside professionals such as accountants and attorneys to deliver holistic financial solutions. Life Transitions – Help clients navigate major financial milestones, ensuring...