Robert Half Corporation Jobs

Description

Jeff Abrams with Robert Half is thrilled to partner with an exceptional company in the search for a Wealth Advisor to join their esteemed Wealth Advisory team. The Wealth Advisor position is a critical role which supports and furthers the objectives of the entire Wealth Advisory team. This individual is responsible for servicing existing client relationships as well as assisting in generating new prospects and leads to support the growth of the business. Business development efforts will include event coordination, working with referral sources, and creating local brand awareness. This individual is expected to be a trusted colleague with resourceful knowledge in supporting the organization collaboratively at all levels while advising and supporting in relevant, creative, and effective ways. If you are a dedicated professional with a passion for Wealth Advisory and are eager to join a dynamic Wealth Advisory team, we encourage you to apply for this exciting opportunity.

• Ability to both develop and manage client relationships at an advanced level.

• Actively make client recommendations consistent with the client’s financial plan and Investment Policy Statement. Understand and think strategically about each client’s financial planning including performing general research in areas of investments, income tax planning, estate planning, and impact of recent regulations.

• Drive new sales opportunities. Including working closely with outside centers of influence (COI’s) and internal teams to ensure an integrated and superior client sale and service experience.

• Grow and foster relationships with clients and prospects to educate and promote Scharf’s products and offerings.

• Host and curate events along with associated content for existing clients and prospects.

• Partner with other members of the Wealth Advisory team to support clients in a collaborative manner by executing service requests including regularly updating information in the CRM, scheduling meetings, onboarding new clients, report generation, and other tasks as assigned.

• Frequently meet with clients and complete mandatory account reviews for those relationships. Formulate the appropriate actions necessary to help the client enhance their relationship with Scharf Investments.

• Provide high level service to clients, beneficiaries, advisors, and other related parties to assigned accounts.

Requirements

• 10 + years of Private Client/High Net Worth experience.

• Series 65 license or commitment to obtain the license within 3 months of employment.

• CFP, CFA, or MBA is a plus.

• Strong organizational, time management, analytical, and communication (verbal and written) skills, with the ability to foster relationships across the firm.

• Proven ability to manage multiple projects simultaneously and under tight deadlines.

• High level of integrity both personally and professionally practicing a fiduciary approach to managing client relationships.

• Ability to communicate a financial plan to clients.

• Experience utilizing various technology solutions, including Salesforce, MoneyGuide Pro, and Junxure CRM, is preferred.

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.

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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