Albany - NY Full Time 4 weeks ago

Ref ID: 02880-0011650738

Classification: Relationship Manager

Compensation: $70000.00 to $90000.00 yearly

Financial planning firm in the Albany area is seeking a Relationship Manager due to growth. General responsibilities include: working directly with clients on their financial planning needs and goals; formulating projections for clients based on various scenarios; tax planning; business development; and various other duties typical of a financial planning role. This is a salaried position with bonus opportunity; this is not a commission based sales position.

Qualified candidates will have a BA in Business and 3-5+ years of experience in financial planning and relationship management. For more information or confidential consideration contact Jordon Heffler.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at [Phone number shown when applying]. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit [Link available when viewing the job] for more information.

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