Robert Half Corporation Jobs

Job Information

Robert Half Financial Planner in ALBANY, New York

Description

A wealth management / financial planning firm in the Albany area is seeking a Financial Planner due to growth. Responsibilities include: work directly with clients on financial planning goals; recommend changes in investment allocation for managed accounts; preparing reports, projections and recommendations; tax planning; bring in new clients to the firm; following up on leads for new prospects; business development; other duties as assigned. This is a salaried position with bonus eligibility.

Requirements

Qualified candidates will have a degree in business or related field plus a minimum of 3+ years of experience in the financial planning field; For confidential consideration or more information, 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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