Job Information
Robert Half Lead Advisor at Boutique Wealth Management Firm 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 known 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-up and emerging growth companies, delivering valued services that are highly esteemed by their clients.
Responsibilities include:
Acting as a financial officer for clients, leading relationships and creating tailored wealth management plans.
Using resources effectively for Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.
Communicating our 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 decision-making.
Requirements
Qualifications:
5+ years of holistic financial planning experience, specializing in High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships. Tax and/or insurance planning expertise is a plus.
Certified Financial Planner (CFP) designation required.
Proven track record in developing and implementing comprehensive financial plans.
Bachelor's degree in Finance, Accounting, Economics, or 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.
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