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Associate Director - HNW Wealth Management

Description

Ref ID: 00412-0010587998

Classification: Branch/Retail Banking

Compensation: $110,000.00 to $130,000.00 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. Minimum account size is $10 million.? The team is about 20 individuals, including the two lead Wealth Managers and 19 supporting team members. The Senior Associate will work closely with a Director and a Vice President, as well as both Wealth Managers, to support our team?s client relationships. The team members are a really terrific group people, all passionate about their work and building up this practice and are a ton of fun to work with! ** Support Wealth Managers by providing service and support functions such as portfolio analysis, trade execution, money movement, account maintenance, and client/prospect meeting preparation ** Provide exceptional service and devise customized financial strategies for existing and prospective clients ** Actively participate in client meetings and calls with the Wealth Managers and Vice Presidents ** Provide investment advice to 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 ** Construct client performance and asset allocation reports along with recommended portfolio changes 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 plenty of learning opportunities.

Requirements

Keys: ** 4+ years of related experience and strong preference for an individual with a Series 7 and 66 license, or a Series 65 license. ** 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 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-Palo Alto
Employment Type Full-Time
Pay Type Year
Pay Rate $110,000.00 - $130,000.00 /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-Palo Alto
Recruiter
415-434-4012
415-434-0905
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Snapshot
Robert Half Finance & Accounting U.S
Company:
US-CA-Palo Alto
Location:
Full-Time
Employment Type:
Year
Pay Type:
$110,000.00 - $130,000.00 /Year
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 00412-0010587998

Classification: Branch/Retail Banking

Compensation: $110,000.00 to $130,000.00 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. Minimum account size is $10 million.? The team is about 20 individuals, including the two lead Wealth Managers and 19 supporting team members. The Senior Associate will work closely with a Director and a Vice President, as well as both Wealth Managers, to support our team?s client relationships. The team members are a really terrific group people, all passionate about their work and building up this practice and are a ton of fun to work with! ** Support Wealth Managers by providing service and support functions such as portfolio analysis, trade execution, money movement, account maintenance, and client/prospect meeting preparation ** Provide exceptional service and devise customized financial strategies for existing and prospective clients ** Actively participate in client meetings and calls with the Wealth Managers and Vice Presidents ** Provide investment advice to 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 ** Construct client performance and asset allocation reports along with recommended portfolio changes 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 plenty of learning opportunities.

Requirements

Keys: ** 4+ years of related experience and strong preference for an individual with a Series 7 and 66 license, or a Series 65 license. ** 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 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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Associate Director - HNW Wealth Management Apply now