Robert Half Corporation Jobs

Job Information

Robert Half Financial Advisor in San Francisco, California

Description

Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Join a dynamic RIA poised for rapid growth, dedicated to client satisfaction and team development. Their vibrant culture fosters lifelong partnerships, blending innovation with integrity to realize clients' financial dreams. HYBRID work schedule. As a trusted advisor navigating complex options, you'll thrive in a supportive, collaborative office environment. This isn't just a job—it's a thrilling opportunity to be part of a community where success is inevitable.

Some Responsibilities of an Associate Advisor:

  • Offer financial planning and investment advice to clients.

  • Develop tailored investment strategies and offer financial guidance.

  • Manage assigned clients, ensuring top-notch service and ongoing support.

  • Engage in direct, daily interactions with clients and team.

    Requirements

  • Bachelor’s degree

  • 5+ years of experience in financial services preferably at another RIA

  • Series 65 certification required

  • CFP designation required

  • Proficient in Redtail, Morningstar, Orion, eMoney, GoToMeeting, and iRebal

  • Exceptional trustworthiness and discretion when handling sensitive information

  • Strong attention to detail, organizational skills, and ability to multitask

  • Assertive, energetic, and professional demeanor

  • Self-motivated with an entrepreneurial mindset

  • Outstanding interpersonal and communication skills

  • Team player mentality

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

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.

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. 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.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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