Relationship Manager, Robert Half

Relationship Manager

Robert Half

Location:
United States, Albany

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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.

Job Responsibility:

working directly with clients on their financial planning needs and goals
formulating projections for clients based on various scenarios
tax planning
business development

Requirements:

BA in Business
3-5+ years of experience in financial planning and relationship management

What we offer:

bonus opportunity
medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:
March 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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