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Robert Half International Client Service Associate - Award Winning Wealth Manager in San Francisco, California


This is a phenomenal opportunity for a rising wealth management professional. For faster consideration, please view my Linkedin under Charles O'Brien and email me your resume.

Our client is an award-winning boutique wealth advisory practice with multiple offices throughout the Bay Area. They work with high net worth individuals, families, and small businesses by providing financial planning and wealth management.

They are seeking a client relationship manager/paraplanner to support the financial advisory team.

In this position your responsibilities will include:

Financial Planning & Advice / Client Meeting Prep

  • Prepare preliminary financial planning recommendations and review product solutions for advisor review and use in client meetings

  • Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients

  • Implement product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables

Client Care / Business Management

  • Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.

  • Prepare client correspondence and follow-up with clients on to-do list items

  • Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary.

Investment Management

  • Potentially some Investment operations and rebalancing strategies

  • Support prep work for client investment recommendations

  • Execute trades to align with proposed portfolio strategy decisions and conduct specific transactions on behalf of clients


Key Requirements

  • 3-5 years of relevant experience in Wealth Management Relationship Management

  • Already has or is pursuing the Series 7, Series 66 licenses. If not, has the strong desire to pursue them early in their tenure with the company.

For details on salary and benefits, please view my LinkedIn under Charles O'Brien and email me your resume

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.

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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.

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