Robert Half Finance & Accounting FINANCIAL PLANNER in San Francisco, California
FINANCIAL PLANNER / WEALTH MANAGER Registered Investment Advisory firm with over $1bln in AUM, located in down town San Francisco is looking for a Financial Planning Specialist. This specialist will work with the Relationship Managers and Client Service Associates as an integral member of the client service team assigned to each client family. Financial Planning Specialists primarily focus on liability management, charitable giving, tax management and estate planning. This position reports to one or more assigned Relationship Managers. Specific areas of accountability: ? Coordinates with the Relationship Manager to meet client needs, complete planning assignments and support their implementation ? Develop presentation materials and participate directly in meetings with clients and prospects ? Assist as required in the implementation of client financial plans ? Respond to the client inquiries and initiates client contact when appropriate
Robert Half Finance & Accounting is the world's leader in specialized financial staffing. We provide 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 more than 340 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities.
But don't take our word for it. Our parent company, Robert Half, once again was named to FORTUNE® magazine's list of "World's Most Admired Companies" and was the highest-ranked staffing firm. (March 1, 2016), and 9 out of 10 of our clients and candidates would recommend our service to a colleague.
Contact your local Robert Half Finance & Accounting office at 844.539.2523 or visit roberthalf.com/finance to apply for this job now or find out more about other job opportunities.
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.
Equal Opportunity Employer M/F/Disability/Vet
Req ID: 00412-9500277816
Functional Role: Relationship Manager
City: San Francisco
Postal Code: 94111
Requirements: Job Requirements: ? Strong analytical skills ? Excellent communication and interpersonal skills to work effectively with other professionals as well as clients and their advisors ? Engages in a proactive approach to identifying and solving problems ? Must be capable of working without close supervision, manage and prioritize multiple deliverables Experience: ? 3-5 years of financial counseling experience with high net worth clients and their advisors ? Tax competency is highly valued Education: ? Undergraduate degree ? CFP designation strongly preferred ? Further academic or professional credentials are attractive *Candidacy screening will begin December 5th