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Associate Advisor – Lead Advisor Track ($450M AUM)

Description

Ref ID: 00412-9502685949

Classification: Associate Advisor – Lead Advisor Track ($450M AUM)

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. Exciting opportunity to join a fee-only financial planning The Associate Advisor will do the following: • Work with Advisory Group, Investment department, tax group, and Client Services department to learn and participate in all aspects of the wealth-management process. • Help gather client data and personal and financial goals • Analyze and evaluate client financial documents • Assist in developing and building client financial plans, investment policy statements and portfolio reports • Assist in the implementation and monitoring of client financial plans—includes working with outside advisors such as estate attorneys, CPAs and insurance professionals • Prepare client and prospective-client correspondence and presentations • Expand and maintain client, advisor and prospect database • Assist with the integration of technology solutions/platforms • Assist with the implementation of a document management system

Requirements

This is a great opportunity to join a growing RIA firm. The ideal candidate: • Must have very strong communication and relationship building skills • Profile 1: 1-3 years of Client Service or Financial Planning experience and currently working on their CFP • Profile 2: 3+ years of Advisory and Planning experience and must have the CFP Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging professional 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 matches skilled finance and accounting professionals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local office at 888.490.5461 or visit www.roberthalf.com/jobs/finance to apply for this job now or find out more about other job opportunities.


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.

© 2020 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-Alamo
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Other Compensation: DOE
Apply

Company Overview

Robert Half

Robert Half is America’s top staffing agency, dedicated to helping talented people like you find rewarding temporary and full-time jobs with today’s leading companies. Our staffing experts work closely with local hiring managers and use AI-powered matching technology to find opportunities that match your skills and professional goals. With decades of experience in placing accounting, finance, administrative, technology, creative, marketing and legal professionals, we’ll help ensure your next career move is a successful one. Learn More

Contact Information

US-CA-Alamo
Recruiter
415- 434-1900
415- 434-0705
Snapshot
Robert Half
Company:
US-CA-Alamo
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 00412-9502685949

Classification: Associate Advisor – Lead Advisor Track ($450M AUM)

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. Exciting opportunity to join a fee-only financial planning The Associate Advisor will do the following: • Work with Advisory Group, Investment department, tax group, and Client Services department to learn and participate in all aspects of the wealth-management process. • Help gather client data and personal and financial goals • Analyze and evaluate client financial documents • Assist in developing and building client financial plans, investment policy statements and portfolio reports • Assist in the implementation and monitoring of client financial plans—includes working with outside advisors such as estate attorneys, CPAs and insurance professionals • Prepare client and prospective-client correspondence and presentations • Expand and maintain client, advisor and prospect database • Assist with the integration of technology solutions/platforms • Assist with the implementation of a document management system

Requirements

This is a great opportunity to join a growing RIA firm. The ideal candidate: • Must have very strong communication and relationship building skills • Profile 1: 1-3 years of Client Service or Financial Planning experience and currently working on their CFP • Profile 2: 3+ years of Advisory and Planning experience and must have the CFP Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging professional 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 matches skilled finance and accounting professionals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local office at 888.490.5461 or visit www.roberthalf.com/jobs/finance to apply for this job now or find out more about other job opportunities.


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.

© 2020 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 – Lead Advisor Track ($450M AUM) Apply now