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.
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 firstname.lastname@example.org.
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