Robert Half Corporation Jobs

Job Information

Robert Half Lead Financial Planner in San Francisco, California

Description

For faster consideration, please view my Linkedin under Charlie O'Brien and email me your resume

Our client is a large financial planning focused private wealth advisory firm with over $8B in assets under management. They are rapidly growing and are looking for a Lead Advisor to join the team.

They are looking to bring on a lead advisor.

This person will be in the San Francisco office - they are doing 3 days in office weekly.

Your Role:

  • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”

  • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning

  • Communicates our unique value proposition to prospective clients and works to further develop the relationship as their trusted financial advisor

    Requirements

Key requirements include:

  • Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation

  • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm

  • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis

  • Unquestioned commitment to integrity in personal and professional activities

For details on salary and benefits, please view my LinkedIn under Charlie 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.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app (https://www.roberthalf.com/mobile) and get 1-tap apply, instant notifications for AI-matched jobs, and more.

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 authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© 2022 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/terms-of-use) .

DirectEmployers