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Client Service Associate - RIA

Description

Ref ID: 00412-9501754090

Classification: Account Executive/Staffing Manager

Compensation: DOE

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

Requirements

? 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.

Apply for this job now or contact our nearest office at 888-490-5461 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.

© 2019 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-Hillsborough
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-Hillsborough
Recruiter
415-434-4012
415-434-0905
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Snapshot
Robert Half Finance & Accounting U.S
Company:
US-CA-Hillsborough
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 00412-9501754090

Classification: Account Executive/Staffing Manager

Compensation: DOE

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

Requirements

? 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.

Apply for this job now or contact our nearest office at 888-490-5461 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.

© 2019 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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Client Service Associate - RIA Apply now