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director of finance in Albany

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  1. Senior Investment Counselor

    Position Purpose The Senior Investment Counselor works with ADCM, LLC clients and their portfolios to help them achieve their financial goals.  The Senior Investment Counselor works directly with clients and must understand their needs, address concerns, recommend plans, explain investment strategies and complexities of markets, and be involved in the investment implementation and management along with the Managing Director. The person should feel comfortable marketing services to referred prospects ...