Job Information
Robert Half Boutique Wealth Management Firm - Lead Advisor in Berkeley, California
Description
Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is a respected boutique wealth management firm renowned for its expertise in investment management, financial planning, and tax services, overseeing more than $500 million in client assets. They embrace technology and foster a collaborative environment, dedicated to serving clients in a fiduciary capacity. Their practice caters to a diverse clientele, including business owners, executives, and professionals from start-ups and emerging growth companies, delivering highly valued services.
Responsibilities include:
Acting as a financial officer for clients, leading relationships and creating tailored wealth management plans.
Utilizing resources effectively for Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.
Communicating the firm's unique value to prospective clients and building trust as their financial advisor.
Providing strategic advice on investment management, retirement planning, tax planning, risk management, and estate planning.
Educating clients on financial concepts to aid in decision-making.
Requirements
5+ years of comprehensive financial planning experience, specializing in High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships. Expertise in tax and/or insurance planning is a plus.
Certified Financial Planner (CFP) designation required.
Demonstrated success in developing and implementing comprehensive financial plans.
Bachelor's degree in Finance, Accounting, Economics, or a related field preferred.
Strong relationship management, communication, and project management skills.
Proficiency in Microsoft Office Suite.
Familiarity with CRM systems such as Advisor Engines or Salesforce preferred.
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.
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