Relationship Manager, Robert Half

Robert Half

Location:
United States, Bloomington

Category:
Finance

Contract Type:
Employment contract

Salary:

95000.00 USD / Year

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Job Description:

Robert Half is looking for an experienced and dedicated Relationship Manager to join a top-ranked Registered Investment Advisory firm. The ideal candidate will have an exceptional understanding of financial planning, investment strategy, and confidence in conveying client objectives to the team. This role offers an attractive salary of up to $95K annually, plus bonuses and benefits.

Job Responsibility:

Establish and maintain strong, trusting relationships with high net worth and corporate clients
Understand, articulate, and work towards client goals and objectives
Collaborate with the team to design effective financial and investment options to meet client goals
Maintain high levels of confidentiality and sensitivity in managing client information

Requirements:

At least 3 to 5 years of experience in financial services or financial planning
Comprehensive understanding of personal financial planning areas such as investing, executive benefits, estate planning, retirement planning, and individual income tax
Excellent written and interpersonal communication skills and strong problem-solving abilities
Ability to work as a team player with integrity, a strong work ethic, and high moral character
Comfortable working independently and presenting to small groups

What we offer:

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

Additional Information:

Job Posted:
March 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Manager