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Robert Half International Associate Wealth Manager (CFP) - large bank in San Francisco, California

Description

For more information or an expedited hiring process please send updated resume to Charlie O'Brien at Charlie.Obrien@roberthalffs.com

Company

Our client is an ultra-high-touch bank that provides extraordinary client service. They move quickly to serve clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in their line of business. In this position, you will be a part of their premier high net worth group in the South Bay.

Associate Wealth Manager

The primary function of the Associate Wealth Manager (AWM) is to support the Wealth Manager with all aspects of their investment management practice including but not limited to: business development, client service and retention, relationship management, and operational support. Based upon the long-term vision held by the Wealth Manager who has agreed to partner with the AWM and the individual practice, the specific daily responsibilities could vary from team to team.

What you’ll do as an Associate Wealth Manager:

· Prospecting for new business opportunities in order to grow the overall practice

· Participate in the investment management process across the client base

· Conduct financial analysis and financial planning

· Provide sales and service support (i.e. create, review and distribute various client reports and presentations)

· Assist in the review process for existing clients

· Help manage existing relationships to provide additional capacity to other team members

· Earn securities licenses and financial skill certifications (i.e., CFA or CFP) if not already held

Requirements

Requirements

· 4-5+ Years of financial planning experience

· CFP or ability to obtain CFP within 12 months

· Strong presentation skills; comfort speaking in front of ultra high net worth clients

· Ability to demonstrate knowledge and understanding of investment principles, strategies, policies, and regulations applicable to the Investment Management industry

For more information or an expedited hiring process please send updated resume to Charlie O'Brien at Charlie.Obrien@roberthalffs.com

Robert Half Finance & Accounting matches skilled finance and accounting professionals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

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Contact your local office at 888.490.5461 or visit www.roberthalf.com/jobs/finance to apply for this job now or find out more about other job opportunities.

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.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

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Salary: DOE

Location: San Francisco, CA

Date Posted: November 19, 2020

Employment Type: Full-time

Job Reference: 00412-9502765650

Staffing Area: Full-Time Accounting u0026 Finance

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