Robert Half Lead Financial Planner in San Francisco, California
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.
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
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.
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