Robert Half International Associate Financial Planner in Oakland, California
Please email your updated resume at firstname.lastname@example.org or call (415) 434-1900 extension 21262. Our is an independent wealth management and financial planning firm offering services including advanced and comprehensive financial planning along with tactical investment and risk management. The firm is seeking an Associate Portfolio Advisor to join this collaborative and dynamic team. The ideal candidate will be naturally engaging and driven by a passion for helping people with their financial lives. He or she will be eager to leverage his or her quantitative, analytical, and organizational skills to service our existing and new clientele as well as to help further our growth and efficiency as a firm. The Associate Portfolio Advisor role will be largely client-facing with additional portfolio management and account maintenance responsibilities. Your daily tasks include but not limited to: Driving the onboarding process of new clients Review financial plans, discuss financial plans, review investment portfolio Attend client meetings with Kelly (founder) and eventually be the main contact for clients
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides 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 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.
Apply for this job now or contact our nearest office at 844.539.2523 for additional information.
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.
© 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
Req ID: 00412-9501478986
Functional Role: Account Executive/Staffing Manager
Postal Code: 94577
Requirements: This is a great opportunity to join a growing firm and you will learn from an exceptionally accomplished team with great tenure at the firm and gain great market insight and be able to grow professionally. The ideal candidate: 2+ years of wealth management or Operations or Client Service experience Series 66 or 7, or be willing to get it within 6 months of employment CFP or enrolled in CFP Is a plus Communicative, mature, and willing to learn Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging professional development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail, please email your updated resume at email@example.com or call (415) 434-1900 extension 21262.