Job Information
Robert Half Financial Planner at Thriving RIA in San Ramon, California
Description
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is a wealth management firm that focuses on financial planning and investment management services. Their client base is HNWI. The firm is rapidly growing at $1billion AUM. Enjoy a comprehensive compensation package, fantastic perks!
Responsibilities:
Meet with clients to provide market updates, review portfolios, and gather information for financial plans.
Develop and present comprehensive client financial plans.
Utilize a wide range of financial planning concepts and skills.
Conduct quarterly portfolio reviews with clients.
Address client issues and concerns proactively.
Create detailed portfolio analyses.
Requirements
5+ years of financial planning experience in a wealth management firm
Huge plus if someone is a CFP or in the process of getting the designation
Bachelors degree
Professionalism, dependability, integrity and trustworthiness with confidential info
Motivated self-starter, Deadline Orientated, Multi-task, Organized and excellent attention to detail
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
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