The #1 Site for Finance Jobs - search all Finance jobs.
Mww7qh71vrhgst2qx1j

Financial Planning Associate

Description

Ref ID: 00412-9502054850

Classification: Planning Analyst/Manager/Dir

Compensation: DOE

If interested, please email your resume to Jeff Abrams, Division Director- [Click Here to Email Your Resumé] or call at (415) 434-1900 Looking to join an independent registered investment advisory firm? Our client is looking for a Financial Planner to join their team. This opportunity offers a path toward becoming a Senior Financial Planner in due time, but the growth option is available. This investment advisory firm is unparalleled in their high quality financial planning and excellence in building meaningful client relationships. They pride themselves on their great firm culture- they genuinely care about their people and work to foster a supportive community. What You'll be Doing: As the Financial Planner, you will begin your path towards Senior Advisor as you work alongside Senior Advisors and learn from experts on how to forge deep and impactful relationships with the firm's clients. You will also have the opportunity to be a leader for newer Associates and provide management experience. As Financial Planner, each day will be different, working with various departments such as Operations, Private Client Group, and Business Development. Be prepared to take on challenging, dynamic, and exciting tasks and explore all facets of the business. Other responsibilities include: ** Obtain and review clients' investment goals, time horizons and tolerance for market volatility ** Produce and present financial plans designed to help clients achieve their goals ** Review and update Investment Policy Statements Benefits include full Medical/Dental/Vision, 3% safe harbor 401k + additional match, Strong Bonuses and Outstanding Profit Sharing. If interested, please email your resume to Jeff Abrams, Division Director- [Click Here to Email Your Resumé] or call at (415) 434-1900

Requirements

What You'll Need: ** Minimum of 3 years of experience in providing advisory services in a client facing role ** Bachelor's degree ** CFP Certified preferred, or in progress. ** Proficient in MS Office; experience with eMoney and Tamarac/AdvisorView a plus ** Excellent communication, organizational and interpersonal skills with emphasis on integrity, humility, respect, empathy ** Ability to work independently but also be a contributing team member

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-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
Icon-social-facebookIcon-social-linkedinIcon-social-twitter
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: 00412-9502054850

Classification: Planning Analyst/Manager/Dir

Compensation: DOE

If interested, please email your resume to Jeff Abrams, Division Director- [Click Here to Email Your Resumé] or call at (415) 434-1900 Looking to join an independent registered investment advisory firm? Our client is looking for a Financial Planner to join their team. This opportunity offers a path toward becoming a Senior Financial Planner in due time, but the growth option is available. This investment advisory firm is unparalleled in their high quality financial planning and excellence in building meaningful client relationships. They pride themselves on their great firm culture- they genuinely care about their people and work to foster a supportive community. What You'll be Doing: As the Financial Planner, you will begin your path towards Senior Advisor as you work alongside Senior Advisors and learn from experts on how to forge deep and impactful relationships with the firm's clients. You will also have the opportunity to be a leader for newer Associates and provide management experience. As Financial Planner, each day will be different, working with various departments such as Operations, Private Client Group, and Business Development. Be prepared to take on challenging, dynamic, and exciting tasks and explore all facets of the business. Other responsibilities include: ** Obtain and review clients' investment goals, time horizons and tolerance for market volatility ** Produce and present financial plans designed to help clients achieve their goals ** Review and update Investment Policy Statements Benefits include full Medical/Dental/Vision, 3% safe harbor 401k + additional match, Strong Bonuses and Outstanding Profit Sharing. If interested, please email your resume to Jeff Abrams, Division Director- [Click Here to Email Your Resumé] or call at (415) 434-1900

Requirements

What You'll Need: ** Minimum of 3 years of experience in providing advisory services in a client facing role ** Bachelor's degree ** CFP Certified preferred, or in progress. ** Proficient in MS Office; experience with eMoney and Tamarac/AdvisorView a plus ** Excellent communication, organizational and interpersonal skills with emphasis on integrity, humility, respect, empathy ** Ability to work independently but also be a contributing team member

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.
Mvj3fh75n34s7h0rh2m
MoneyJobs Advice

For your privacy and protection, when applying to a job online: Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn More

By applying to a job using moneyjobs.com you are agreeing to comply with and be subject to the workinretail.com Terms and Conditions for use of our website. To use our website, you must agree with theTerms & Conditionsand both meet and comply with their provisions.
Financial Planning Associate Apply now