Account Executive/Staffing ManagerCompensation:
For more information and consideration please call Matt Schmidt at 415-434-1900 or email [Click Here to Email Your Resumé]
Our client is a boutique Wealth Management firm (Registered Investment Advisor) with $700 million AUM and 16 employees. Due to growth, they are looking for a Wealth Advisor Associate who will the first point of contact for their high net worth clientele. The Wealth Advisor Associate responsibilities providing internal support to a wealth management team, and directly supporting Senior Financial Advisor. Additional responsibilities of the Wealth Advisor Associate would include: ? Partnering with the Senior Financial Advisor in preparation of sophisticated and comprehensive financial plans for high net worth clients ? Working closely on client engagements as coached by Managing Directors ? Assisting with the preparation of client correspondences, engagement letters, documents and presentations ? Performing data analysis utilizing financial planning software packages and modeling what-if scenarios ? including some data entry ? Managing and maintaining sensitive client information
? 2+ years of wealth management experience ? Bachelor's degree, preferably with a focus on financial services, accounting, finance, or economics ? Certified Financial Planner (CFP) designation, completion of some CFP coursework, or currently enrolled in CFP classes
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.
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