Robert Half Wealth Advisor - Hybrid in San Jose in San Jose, California
*Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is an investment management firm in San Jose with almost $5 billion in aum. They offer portfolio management for various entities such as individuals, retirement accounts, trusts, family offices, corporations, endowments, and foundations. They manage portfolios with a strict focus on valuation, margin of safety, portfolio concentration, investment flexibility, and a long-term perspective.
San Jose; Hybrid
$125-175k + Bonus
Day to Day:
Further the objectives of the entire wealth advisory team.
Proficient in building and overseeing advanced client relationships.
Strategically analyze each client's financial planning, conducting general research in areas such as investments, income tax, estate planning, and recent regulations.
Generate new sales opportunities by collaborating with external influencers and internal teams for an integrated client sales and service experience.
Cultivate relationships with clients and prospects, educating them about our products.
Organize events and create content for existing clients and prospects.
Collaborate with the Wealth Advisory team to support clients through various tasks, including updating CRM, scheduling meetings, onboarding new clients, and generating reports.
Provide high-level service to clients, beneficiaries, advisors, and other related parties for assigned accounts.
10+ years of experience working with Private Clients and High Net Worth individuals.
Series 65 license or commit to obtaining it within 3 months of starting the job.
CFP, CFA, or MBA
Preferred experience with technology tools like Salesforce, MoneyGuide Pro, and Junxure CRM.
Strong skills in organization, time management, analysis, and both verbal and written communication are essential. Building relationships within the firm is a key aspect.
Proven capability to handle multiple projects simultaneously, even under tight deadlines.
Demonstrates high personal and professional integrity, following a fiduciary approach in client relationship management.
Must be okay with some local and regional travel.
*Please contact Michelle Espejo via LinkedIn or email for fastest consideration for this opportunity.
Feel free to reach out if you have any questions or if you are interested in similar opportunities. Additionally, feel free to text me at (415) 273-8074.
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