Job Information
Robert Half Associate Financial Planner in San Francisco, California
Description
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client, a financial planning firm, is recognized for their collaborative approach and innovative strategies. They are dedicated to turning their clients' financial dreams into reality by creating personalized plans with a focus on ethical practices. Leveraging their expertise, they guide clients through complex financial decisions, offering both confidence and peace of mind.
This is your opportunity to become part of a rapidly growing team dedicated to fostering a dynamic, growth-focused environment where learning and career development are at the forefront. You'll benefit from a full suite of perks, including an outstanding benefits package, a competitive 401(k) with company match, and an annual lifestyle stipend to elevate your experience!
Responsibilities:
Partner with two lead advisors, supporting their mission to deliver top-tier service.
Be the go-to person for all client communication, ensuring a smooth and consistent experience.
Keep tasks on track by monitoring progress and completing outstanding action items with precision.
Take charge in resolving client issues, proactively addressing their needs before they arise.
Deeply understand each client’s unique goals and expectations, effectively advocating for their best interests.
Work closely with internal teams to streamline and enhance client service processes.
Build and maintain strong client relationships while preparing essential meeting materials.
Requirements
Bachelor’s degree is preferred.
Minimum of 2 years of experience in financial services.
Must hold one of the following: Series 65, CFA, CFP, or CPA certification.
Familiarity with tools like Redtail, Orion, eMoney, Morningstar, GoToMeeting, and iRebal is a plus.
Exceptional communication skills and a personable, client-first attitude.
Strong ability to manage confidential information.
Highly organized, detail-oriented, and driven by self-motivation.
A proactive team player with a focus on collaboration and results.
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.
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