Robert Half Finance & Accounting Job - 31674841 | CareerArc
  Search for More Jobs
Get alerts for jobs like this Get jobs like this tweeted to you
Company: Robert Half Finance & Accounting
Location: Albany, NY
Career Level: Mid-Senior Level
Industries: Recruitment Agency, Staffing, Job Board

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@roberthalf.com.


 Apply on company website