Robert Half International Associate Advisor – Lead Advisor Track ($1.2B AUM firm) in San Francisco, California
Please message your updated resume to Ren Friedman via LinkedIn or call (415) 434-1900 extension 21262 to be considered for the opportunity.
Exciting opportunity to join a fee-only financial planning
The Associate Advisor will do the following:
Work with Advisory Group, Investment department, tax group, and Client Services department to learn and participate in all aspects of the wealth-management process.
Help gather client data and personal and financial goals
Analyze and evaluate client financial documents
Assist in developing and building client financial plans, investment policy statements and portfolio reports
Assist in the implementation and monitoring of client financial plans—includes working with outside advisors such as estate attorneys, CPAs and insurance professionals
Prepare client and prospective-client correspondence and presentations
Expand and maintain client, advisor and prospect database
Assist with the integration of technology solutions/platforms
Assist with the implementation of a document management system
This is a great opportunity to join a growing RIA firm. The ideal candidate:
Must have very strong communication and relationship building skills
Profile 1: 1-3 years of Client Service or Financial Planning experience and currently working on their CFP
Profile 2: 3+ years of Advisory and Planning experience and must have the CFP
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. Please message your updated resume to Ren Friedman via LinkedIn or call (415) 434-1900 extension 21262 to be considered for the opportunity.
Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.
When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.
Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.