Job Information
Robert Half Wealth Advisor at Growing Wealth Management Firm in SF in San Francisco, California
Description
Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is a growing wealth management firm in San Francisco that is seeking a strong wealth advisor to manage our existing clients portfolio. This role is 100% on site in SF.
Responsibilities include:
Managing portfolios (equities, fixed income, mutual funds/ETFs), overseeing asset allocations, trades, position balances, and year-end tax management.
Conducting client meetings, providing financial planning advice, and contributing to the monthly newsletter.
Engaging in business development through networking to attract new clients, building relationships with influencers, and overseeing website content.
Requirements
5+ years of wealth management experience ideally with portfolio review and management experience.
Knowledge of SMA’s and retirement account management preferred.
CPA, CFP, or CRPC credentials
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
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