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Associate Advisor - $400M AUM RIA

Description

Ref ID: 00412-9501697815

Classification: Account Executive/Staffing Manager

Compensation: DOE

Please email Ren at [Click Here to Email Your Resumé] with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below. Our client is a private, independent, employee-owned investment manager, financial planning, and CPA firm. The firm essentially functions as a mini family office and they are looking for an Associate advisor to join their growing team. If desired, this position has long term potential to lead to a more senior role as a client facing Financial Advisor ? but the career development for this position can evolve with the individual who is hired. As the Associate Advisor, you will be responsible for all daily trading activity, portfolio accounting, billing, and reporting within our portfolio accounting software Orion. You will be responsible for client input, maintenance, and analysis within our financial planning software. You will become familiar with our various technology platforms- both client facing and internal. Responsibilities: As part of your duties, you will be responsible for: ? Ongoing review and rebalance of each client households accounts in accordance with the investment model. ? Monitoring account cash balances and systematically managing around additions or distributions from client accounts. ? Monitoring taxable accounts for potential tax loss harvest opportunities and trading accordingly. ? Construction, maintenance, and production of household performance reporting. ? Input of client information into financial planning software for analysis. ? Gaining familiarity with our client portal and integrated applications. ? Quarterly client billing within our portfolio accounting software, Orion. ? Interfacing with our custodian, Charles Schwab, regarding ongoing transactions and account maintenance.

Requirements

The ideal candidate will have Ideally 2+ years of experience working with a high net worth team or platform. Importantly and ideally a candidate that has experience on the analytical side. The ideal candidate: ? Must have prior experience maintaining investment portfolios of mutual funds, ETFs, and stocks. ? Understanding of tax implications surrounding wash loss, capital gains, and tax loss harvesting rules. ? Experience working with a robust, trade rebalance and portfolio accounting software- preferred if proficient with Orion Eclipse. ? Prior familiarity with financial planning software a plus, but not a requirement. Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging detail oriented development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail, please email your updated resume at [Click Here to Email Your Resumé] or call (415) 434-1900 extension 21262.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 844.539.2523 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

© 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-CA-San Francisco
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Other Compensation: DOE
Apply

Company Overview

Robert Half Finance & Accounting U.S

Robert Half Finance & Accounting pioneered specialized financial recruitment in 1948 and today, as a result, is the worldwide leader in the industry. We specialize in placing experienced professionals in areas such as accounting, finance, credit and collections, bookkeeping, payroll and taxation. For six decades, we have developed lasting relationships with the industry- leading companies we serve, giving us access to the best career opportunities for our candidates. Learn More

Contact Information

US-CA-San Francisco
Recruiter
415-434-4012
415-434-0905
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Snapshot
Robert Half Finance & Accounting U.S
Company:
US-CA-San Francisco
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 00412-9501697815

Classification: Account Executive/Staffing Manager

Compensation: DOE

Please email Ren at [Click Here to Email Your Resumé] with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below. Our client is a private, independent, employee-owned investment manager, financial planning, and CPA firm. The firm essentially functions as a mini family office and they are looking for an Associate advisor to join their growing team. If desired, this position has long term potential to lead to a more senior role as a client facing Financial Advisor ? but the career development for this position can evolve with the individual who is hired. As the Associate Advisor, you will be responsible for all daily trading activity, portfolio accounting, billing, and reporting within our portfolio accounting software Orion. You will be responsible for client input, maintenance, and analysis within our financial planning software. You will become familiar with our various technology platforms- both client facing and internal. Responsibilities: As part of your duties, you will be responsible for: ? Ongoing review and rebalance of each client households accounts in accordance with the investment model. ? Monitoring account cash balances and systematically managing around additions or distributions from client accounts. ? Monitoring taxable accounts for potential tax loss harvest opportunities and trading accordingly. ? Construction, maintenance, and production of household performance reporting. ? Input of client information into financial planning software for analysis. ? Gaining familiarity with our client portal and integrated applications. ? Quarterly client billing within our portfolio accounting software, Orion. ? Interfacing with our custodian, Charles Schwab, regarding ongoing transactions and account maintenance.

Requirements

The ideal candidate will have Ideally 2+ years of experience working with a high net worth team or platform. Importantly and ideally a candidate that has experience on the analytical side. The ideal candidate: ? Must have prior experience maintaining investment portfolios of mutual funds, ETFs, and stocks. ? Understanding of tax implications surrounding wash loss, capital gains, and tax loss harvesting rules. ? Experience working with a robust, trade rebalance and portfolio accounting software- preferred if proficient with Orion Eclipse. ? Prior familiarity with financial planning software a plus, but not a requirement. Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging detail oriented development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail, please email your updated resume at [Click Here to Email Your Resumé] or call (415) 434-1900 extension 21262.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 844.539.2523 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

© 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.
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Associate Advisor - $400M AUM RIA Apply now