Robert Half Corporation Jobs

Job Information

Robert Half Senior CSA/Planner- Boutique RIA in San Francisco, California

Description

HOT NEW JOB!!! IF YOU ARE INTERESTED AND FOR PROMPT REPLY, PLEASE EMAIL YOUR RESUME TO MY LINKEDIN AT JAYVELLE CASTANEDA. THANK YOU!!

Company

Boutique private wealth advisory practice. As one of the top franchises within their broker-dealer, they work with high net worth individuals, families and small businesses by providing financial planning and wealth management.

Financial Planning & Advice / Client Meeting Prep

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

  • 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.

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

    Requirements

Keys

  • 3-5+ years of relevant experience in Wealth Management and Financial Planning

  • Already has or is pursuing the CFP credential.

  • Naviplan experience

  • Series 7, Series 66 license will be a nice to have.

IF YOU ARE INTERESTED ON LEARNING ABOUT THE FIRM, SALARY AND ROLE. FOR PROMPT REPLY, PLEASE EMAIL YOUR RESUME TO MY LINKEDIN AT JAYVELLE CASTANEDA. THANK YOU!!

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 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 legally authorized to work in the United States.

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