Robert Half Corporation Jobs

Description

For immediate consideration, apply here and message me directly on LinkedIn as well - Jeffrey Abrams

Our client is a well-respected and highly community-oriented Registered Investment Advisor adept in providing expert financial advice to a diverse clientele. Collaborate with the team to deliver exceptional service, manage client relationships, and participate in community events. This role requires a bachelor's degree, CFP designation or pursuit of and 5+ years of experience with a proficiency in financial planning tools. Remote work with occasional in-office commitments, rich benefit plans, and unique perks like VIP music festival tickets.

Responsibilities:

• Provide expert financial advice and solutions to clients.

• Maintain client relationships and manage portfolios.

• Onboard clients and ensure compliance.

• Coordinate with attorneys and tax advisors.

• Engage in community events for client acquisition.

  Requirements

• Bachelor’s degree, preferably in business, accounting, finance, economics, or related field.

• Minimum of 5+ years of experience in investment management and/or financial advisory services with a proven ability to develop and manage plans while fostering strong client relationships.

• CFP designation or pursuing.

• Proficient in financial planning, CRM, and portfolio management tools. Familiarity with MoneyGuidePro and Salesforce is preferred.

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.

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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