Job Information
Robert Half Associate Financial Advisor in San Francisco, California
Description
*Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client's RIA is poised for aggressive growth, emphasizing client satisfaction and team development. They prioritize fostering a vibrant culture. With a focus on lifelong partnerships, they blend innovation with integrity to turn clients' dreams into financial realities. Clients trust their expertise and objective advice to navigate complex financial options.
Responsibilities:
Offer financial planning and investment advice to clients.
Develop tailored investment strategies and offer financial guidance.
Manage assigned clients, ensuring top-notch service and ongoing support.
Engage in direct, daily interactions with clients and team.
Requirements
Qualifications:
Bachelor’s degree
5+ years of experience in financial services preferably at another RIA
Series 65 certification required
CFP designation required
Proficient in Redtail, Morningstar, Orion, eMoney, GoToMeeting, and iRebal
Exceptional trustworthiness and discretion when handling sensitive information
Strong attention to detail, organizational skills, and ability to multitask
Assertive, energetic, and professional demeanor
Self-motivated with an entrepreneurial mindset
Outstanding interpersonal and communication skills
Team player mentality
Why work here?
Our client cultivates a welcoming and amicable office environment, characterized by a supportive and collaborative team.
*Please contact Michelle Espejo via LinkedIn or email for fastest consideration for this opportunity.
Feel free to reach out if you have any questions or if you are interested in similar opportunities.
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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