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Lead Financial Planner

Description

Ref ID: 03600-0011607169

Classification: Financial Advisor

Compensation: DOE

Jana Chapman with Robert Half is looking to hire a talented Lead Financial Planner for one of our reputable clients. The ideal person for this role will spend their day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role, applicants should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.


Financial Advisor Responsibilities:

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.

Please contact Jana Chapman with Robert Half to review this position. Job Order: 03600-0011607169

Requirements

  • Proven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience
  • Track record of successful financial guidance
  • Ability to analyze market’s financial data and to provide appropriate data-based advice
  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems


Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

Job Snapshot

Location US-OR-Portland
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Other Compensation: DOE
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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-OR-Portland
Recruiter
503- 223-0120
503- 224-0190
Snapshot
Robert Half
Company:
US-OR-Portland
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 03600-0011607169

Classification: Financial Advisor

Compensation: DOE

Jana Chapman with Robert Half is looking to hire a talented Lead Financial Planner for one of our reputable clients. The ideal person for this role will spend their day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role, applicants should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.


Financial Advisor Responsibilities:

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.

Please contact Jana Chapman with Robert Half to review this position. Job Order: 03600-0011607169

Requirements

  • Proven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience
  • Track record of successful financial guidance
  • Ability to analyze market’s financial data and to provide appropriate data-based advice
  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems


Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

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