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Wealth Management Analyst

Description

Ref ID: 00412-0010587998

Classification: Branch/Retail Banking

Compensation: $70,000.00 to $80,000.00 per year

For immediate and confidential consideration please email your resume to [Click Here to Email Your Resumé]. ?? This is an EXCEPTIONAL opportunity to join one of the fastest growing RIAs in the country, growing assets under management from $3 billion to over $15 billion in less than 6 years! Today, typical clients include entrepreneurs, corporate executives, and partners in venture capital, private equity, real estate, and law.?The two lead advisors are among the Barron's top 100 advisors annually. They are actively involved in the business and are the real deal! The team has 8 Managing Directors that interact directly with clients, and each has a dedicated team to support them in their effort.? The typical team consists of the Managing Director, Vice President, Director, Senior Associate, and one or more Associates. The team members are AWESOME people and a ton of fun to work with! - You will work closely with the VP?s and Lead Advisors to manage important elements of the client relationship. - You will support the Wealth Managers by providing service and support functions such as portfolio analysis, account creation and maintenance, money movement, and client/prospect meeting preparation. You will be expected to have an understanding of the Market and keep up with current events as they impact the financial markets. - Collaborate with team members to provide exceptional service as well as devise customized financial strategies for existing and prospective clients - Interact with clients, supporting all aspects of their servicing needs related to the management of their relationship, researching client inquiries and managing follow up communication and materials Work hard / Play hard type of environment. They do team outings, intramural sports (if you want), annual team trips, and more! Very collaborative work environment and a ton of learning opportunity.

Requirements

Keys: - 2+ years of related experience in wealth management/finance. - A degree from a reputable university ideally in a related field of study. - Hungry, Motivated, Humble. Highly organized with attention to detail. Willing and able to roll up your sleeves and GROW the business. - Takes ownership of their work and enjoys working collaboratively towards a common goal. For immediate consideration, email your resume to Jeff Abrams at [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-San Francisco
Employment Type Full-Time
Pay Type Year
Pay Rate $70,000.00 - $80,000.00 /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-San Francisco
Recruiter
415-434-4012
415-434-0905
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Snapshot
Robert Half Finance & Accounting U.S
Company:
US-CA-San Francisco
Location:
Full-Time
Employment Type:
Year
Pay Type:
$70,000.00 - $80,000.00 /Year
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 00412-0010587998

Classification: Branch/Retail Banking

Compensation: $70,000.00 to $80,000.00 per year

For immediate and confidential consideration please email your resume to [Click Here to Email Your Resumé]. ?? This is an EXCEPTIONAL opportunity to join one of the fastest growing RIAs in the country, growing assets under management from $3 billion to over $15 billion in less than 6 years! Today, typical clients include entrepreneurs, corporate executives, and partners in venture capital, private equity, real estate, and law.?The two lead advisors are among the Barron's top 100 advisors annually. They are actively involved in the business and are the real deal! The team has 8 Managing Directors that interact directly with clients, and each has a dedicated team to support them in their effort.? The typical team consists of the Managing Director, Vice President, Director, Senior Associate, and one or more Associates. The team members are AWESOME people and a ton of fun to work with! - You will work closely with the VP?s and Lead Advisors to manage important elements of the client relationship. - You will support the Wealth Managers by providing service and support functions such as portfolio analysis, account creation and maintenance, money movement, and client/prospect meeting preparation. You will be expected to have an understanding of the Market and keep up with current events as they impact the financial markets. - Collaborate with team members to provide exceptional service as well as devise customized financial strategies for existing and prospective clients - Interact with clients, supporting all aspects of their servicing needs related to the management of their relationship, researching client inquiries and managing follow up communication and materials Work hard / Play hard type of environment. They do team outings, intramural sports (if you want), annual team trips, and more! Very collaborative work environment and a ton of learning opportunity.

Requirements

Keys: - 2+ years of related experience in wealth management/finance. - A degree from a reputable university ideally in a related field of study. - Hungry, Motivated, Humble. Highly organized with attention to detail. Willing and able to roll up your sleeves and GROW the business. - Takes ownership of their work and enjoys working collaboratively towards a common goal. For immediate consideration, email your resume to Jeff Abrams at [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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Wealth Management Analyst Apply now