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 an independent RIA located in the vibrant Bay Area, as a financial advisor. Our client is dedicated to crafting innovative investment management strategies for a diverse clientele. From institutions to family offices, executives to entrepreneurs, we cater to a broad spectrum of clients.
Responsibilities:
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.
Thrive in a team-based environment, catering to sophisticated clients.
Requirements
Qualifications:
5+ years of finance services experience.
CFP designation required.
Bachelor's degree in finance, economics, or related field.
Series 65 license or willingness to obtain within first 90 days.
Proficient in Money Guide Pro, Fidelity’s WealthScape, Schwab’s Advisor Center.
Skillful at retaining and growing client base.
Actively perform portfolio reviews and updates.
Profound understanding of investments and market trends.
Strong communication and interpersonal abilities.
Why work here?
Enjoy a dynamic, flat organizational structure with ample interaction with our visionary founders.
Join a team where many members have transitioned from corporate giants, relishing the shift to a culture that prioritizes client-centricity.
*Please contact Michelle Espejo via LinkedIn or email for fastest consideration for this opportunity.
Feel free to reach out if you have any questions or if you are interested in similar opportunities.
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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