Description

Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Our client, a nationally recognized Registered Investment Advisor, with 10 billion in assets and is renowned for its strategic prowess. Nestled in the landscape of San Francisco, they are on the hunt for a dynamic Associate Advisor to join their ranks. Imagine yourself immersed in a culture of excellence, where every day presents new opportunities to shape the financial world.

With comprehensive health care, generous PTO, professional development initiatives, and a commitment to personal wellbeing, this isn't just a career—it's a chance to be part of something extraordinary.

Some Responsibilities of an Associate Advisor:

• Serve as the main contact for client communications.

• Evaluate client portfolios and offer recommendations.

• Create detailed materials for client meetings, integrating analyses of cash requirements and asset allocation.

• Generate occasional spreadsheet analyses for more complex financial matters, including tax loss harvesting, stock options, and strategies related to restricted wealth transfer.

  Requirements

• 4+ years of experience at an RIA or a similar organization, with direct involvement in planning and interactions with high-net-worth clients

• MUST have a Certified Financial Planner (CFP) designation

• Demonstrate the ability to manage multiple high-profile client relationships while maintaining organizational efficiency across teams and customers for optimal effectiveness

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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