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Robert Half Relationship Manager in ALBANY, New York

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. Requirements

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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

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, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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