Robert Half International Client Relationship Associate in ALBANY, New York
A wealth management / financial planning firm in the Albany area is seeking a Client Relationship Associate due to growth. Responsibilities include: Research, construct, monitor and recommend changes in investment allocation for managed accounts using mutual funds and ETF's; Involved in preparing reports, projections and recommendations for financial planning including but not limited to: retirement, income tax, estate flowcharts, etc; Process and reconcile trading-related transactions and contact with custodian (Schwab, Fidelity , TD Ameritrade, etc); This position could be expanded to include additional investment management responsibilities or could include increased interaction with clients depending on the strengths, motivation and interests of the candidate; This is a salaried position with bonus eligibility. Ability to bring in clients would enhance compensation, but is not necessary.
Qualified candidates will have a degree in business or related field plus a minimum of 3+ years of experience in the financial planning field; Experience with a Portfolio Management Software (Advent, Portfolio Center or similar) preferred; and Working knowledge of MS Office. For confidential consideration or more information, contact Jordon Heffler.
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Salary: $60,000.00 - $70,000.00 / Yearly
Location: ALBANY, NY
Date Posted: February 19, 2021
Employment Type: Full-time
Job Reference: 02880-0011559901
Staffing Area: Full-Time Accounting u0026 Finance