Robert Half International ASSOCIATE ADVISOR in SAN JOSE, California
Please reach out to Mahmoud Adam via LinkedIn with your updated resume or call (408) 455-2675 to be considered for the opportunity below.
Exciting opportunity to join an established registered investment advisory firm serving some of the world’s most influential individuals, families, and organizations.
The associate advisor will be in a technical support role to the Lead Advisor, who is primarily focused on developing new business.
Key responsibilities include:
As a client concierge, you are responsible for client relationship and retention management, including regular client contact and communication
Data gathering and analysis, development of financial planning recommendations, implementation, and portfolio management
Comprehensive financial planning, including coordinating of asset management, tax planning, estate planning and risk management
Assist with tax planning and preparation
Document all client correspondence and interaction in CRM. Ideally, they should contact clients every few months to help deepen the relationship
This is a great opportunity to join a growing firm with a great executive team and mentorship. The ideal candidate should have:
3+ years of experience in investment planning, financial planning, or tax services
CFP and prior experience with tax planning & preparation is preferred
Prior experience with Salesforce CRM, Orion, YCharts, eMoney Advisor Planning Software, or Intuit Lacerte is preferred
Active Securities license 7 & or 63, 66 is preferred, proficient with Microsoft Office Applications
Superior communication skills, oral and written
Strong work ethic, highly motivated, detail oriented and desire to grow with the firm and take on more lead Financial Advisor responsibilities in the future
Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, encouraging professional development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail, please reach out to Mahmoud Adam via LinkedIn with your updated resume or call (408) 455-2675 to be considered for this opportunity.
Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.
When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.
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.