Job Information
Robert Half Associate Advisor at Growing RIA in the East Bay in San Ramon, California
Description
Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Join an outstanding wealth management firm in the vibrant East Bay as an Associate Advisor.
Enjoy a hybrid role with flexibility and ample growth opportunities, working alongside a fantastic team to gain industry experience and support Senior and Lead Advisors. Seize this chance to embark on an exciting journey towards professional fulfillment and personal success!
Some Responsibilities of an Associate Advisor Includes:
Support Senior and Lead Advisors in creating, implementing, and monitoring clients' financial planning and wealth management.
Direct client interaction, paperwork processing, and behind-the-scenes coordination with the team.
Review and validate client-submitted financial documents for accuracy and completeness.
Create recommendations based on client needs under the guidance of Senior and Lead Advisors.
Assist in preparing insurance proposals and quotes for various coverage types.
Generate Investment Review Reports and financial planning updates for client meetings.
Manage CRM database, workflows, and processes, assigning tasks to team members.
Communicate with custodians, Broker-Dealer, and other partners.
Process and track account transfers and money requests.
Maintain accounts and process necessary forms and changes.
Provide consistent and knowledgeable client communication.
Handle client service requests and escalate issues as needed.
Contribute to relationship marketing email communications.
Call prospects to introduce the firm and schedule initial appointments.
Requirements
Must have a Bachelor’s degree.
1-3 years of financial services experience (including wealth management internship)
Ability to interact with clients at a high level.
Critical thinking, positive attitude, and effective multitasking skills are essential.
Enthusiastic, eager to learn, and a team player.
Demonstrates a strong work ethic.
Excellent communication skills, both verbal and written.
Possesses strong organizational, follow-through, and analytical skills.
Capable of building and maintaining professional relationships.
Outgoing with a professional business-like personality.
Experience with eMoney is a plus
Series 7, 65, and/or CFP®, ChFC® or similar certification is a plus
Advanced computer skills, including proficiency in Microsoft Office, Excel, and Google Docs.
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
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.
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