Job Information
Robert Half Associate Financial Advisor in East Bay, California
Description
*Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is a fantastic wealth management firm in the East Bay that makes it their mission to provide a unique and outstanding experience for their clients.
Associate Advisor
East Bay
Hybrid; with tons of flexibility
$Base + Bonus
Day to Day:
Support Senior and Lead Advisors in creating, implementing, and monitoring clients' financial planning and wealth management.
Direct client interaction, paperwork processing, and behind-the-scenes coordination with the team.
Attend client meetings as needed, summarizing notes and action items.
Review and validate client-submitted financial documents for accuracy and completeness.
Create recommendations based on client needs under the guidance of Senior and Lead Advisors.
Assist in preparing insurance proposals and quotes for various coverage types.
Generate Investment Review Reports and financial planning updates for client meetings.
Manage CRM database, workflows, and processes, assigning tasks to team members.
Communicate with custodians, Broker-Dealer, and other partners.
Process and track account transfers and money requests.
Maintain accounts and process necessary forms and changes.
Provide consistent and knowledgeable client communication.
Handle client service requests and escalate issues as needed.
Requirements
Ideal candidate:
Must have a Bachelor’s degree.
1-2 years of financial services experience; goal is to be in a wealth advisor not a financial analyst
Ability to interact with clients at a high level.
Critical thinking, positive attitude, and effective multitasking skills are essential.
Enthusiastic, eager to learn, and a team player.
Demonstrates a strong work ethic.
Can work independently but is comfortable seeking help when needed.
Honest, maintains confidentiality, and acts with integrity.
Excellent communication skills, both verbal and written.
Detail-oriented with high accuracy.
Possesses strong organizational, follow-through, and analytical skills.
Capable of building and maintaining professional relationships.
Outgoing with a professional business-like personality.
Experience with eMoney is a plus
Holding Series 7, 65, and/or CFP®, ChFC® or similar certification is a plus
Advanced computer skills, including proficiency in Microsoft Office, Excel, and Google Docs.
Effective follow-up skills and meets deadlines without reminders.
Presents a professional appearance and demeanor.
Why work here:
Gain industry experience as an Associate Advisor
Opportunity to complete licensing process for a future career as a Lead Advisor or Financial Advisor
Support Senior and Lead Advisors to acquire in-depth knowledge in financial planning and wealth management
firm will sponsor FINRA exams
*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.
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