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Financial Planning Associate, RIA

Description

Ref ID: 00412-0010726774

Classification: Financial Analyst

Compensation: $65,000.00 to $75,000.00 per year

For immediate consideration, please email your resume to Jeff at [Click Here to Email Your Resumé]. Happy to answer any questions. A wholly owned and holistic financial planning firm in the East Bay Area, CA is adding to their growing team! Reporting directly to the Senior Financial Advisor and Planner, this person will gain invaluable experience and exposure to the fulfilling world of comprehensive financial planning and advisory for clients. This is a terrific opportunity for someone eager to learn and grow within this business and join a well-experienced, committed team. ? Financial Planning Associates work directly with advisors, offering planning support and client relationship management support. ? Philosophy -?Culture fit is paramount. If you're part of the team, you will grow within the firm. ? They want someone who always wants to improve. Employees here take seminars and classes to professionally develop. ? Great thing about being a Financial Planning Associate here is that you're not locked to one repetitive task, you can move around take on projects and explore other facets of the business to continue to develop. For immediate consideration, please email your resume to [Click Here to Email Your Resumé].

Requirements

Qualifications: - B.A. or B.S. in Finance or Economics preferred, or relevant - 1+ years (ideally 2+) in relevant environment (wealth management/investment management/financial services/wealth operations) - Current enrollment in a CFP course strongly preferred or self-study classes for Financial Planning. - Experience with MoneyGuide Pro strongly preferred and experience with Charles Schwab as custodian - Excellent communication skills - written and verbal, eager to learn, Friendly, and professional positive attitude For immediate consideration, please email your resume to [Click Here to Email Your Resumé].

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-Oakland
Employment Type Full-Time
Pay Type Year
Pay Rate $65,000.00 - $75,000.00 /Year
Store Type Accounting, Finance
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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-Oakland
Recruiter
415-434-4012
415-434-0905
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Snapshot
Robert Half Finance & Accounting U.S
Company:
US-CA-Oakland
Location:
Full-Time
Employment Type:
Year
Pay Type:
$65,000.00 - $75,000.00 /Year
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 00412-0010726774

Classification: Financial Analyst

Compensation: $65,000.00 to $75,000.00 per year

For immediate consideration, please email your resume to Jeff at [Click Here to Email Your Resumé]. Happy to answer any questions. A wholly owned and holistic financial planning firm in the East Bay Area, CA is adding to their growing team! Reporting directly to the Senior Financial Advisor and Planner, this person will gain invaluable experience and exposure to the fulfilling world of comprehensive financial planning and advisory for clients. This is a terrific opportunity for someone eager to learn and grow within this business and join a well-experienced, committed team. ? Financial Planning Associates work directly with advisors, offering planning support and client relationship management support. ? Philosophy -?Culture fit is paramount. If you're part of the team, you will grow within the firm. ? They want someone who always wants to improve. Employees here take seminars and classes to professionally develop. ? Great thing about being a Financial Planning Associate here is that you're not locked to one repetitive task, you can move around take on projects and explore other facets of the business to continue to develop. For immediate consideration, please email your resume to [Click Here to Email Your Resumé].

Requirements

Qualifications: - B.A. or B.S. in Finance or Economics preferred, or relevant - 1+ years (ideally 2+) in relevant environment (wealth management/investment management/financial services/wealth operations) - Current enrollment in a CFP course strongly preferred or self-study classes for Financial Planning. - Experience with MoneyGuide Pro strongly preferred and experience with Charles Schwab as custodian - Excellent communication skills - written and verbal, eager to learn, Friendly, and professional positive attitude For immediate consideration, please email your resume to [Click Here to Email Your Resumé].

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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Financial Planning Associate, RIA Apply now