CFP at Established RIA

Home / California / Sanfrancisco / Et cetera / CFP at Established RIA

CFP at Established RIA

13 Dec 2024
California, Sanfrancisco, 94102 Sanfrancisco USA
Apply Now Report job

CFP at Established RIA

Description Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client is an established wealth management firm specializing in financial planning and investment management services for high-net-worth individuals (HNWI). With $1 billion in assets under management (AUM), they offer a competitive compensation package and exceptional perks.Responsibilities:

Conduct client meetings to provide market updates, review portfolios, and gather data for comprehensive financial planning.

Develop and present detailed financial plans tailored to client needs.

Apply diverse financial planning strategies and techniques.

Lead quarterly portfolio review sessions with clients.

Proactively address client inquiries and resolve concerns.

Prepare in-depth portfolio analyses.

Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Requirements

4+ years of financial planning experience in a wealth management firm

CFP is a plus

Professionalism, dependability, integrity and trustworthiness with confidential info

Motivated self-starter, Deadline Orientated, Multi-task,

Organized and excellent attention to detail

Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. 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.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

Related jobs

  • AP role for established healthcare company in SF

    , Sanfrancisco,

    Description A reputable healthcare company in San Francisco is seeking an ambitious Accounts Payable Specialist to join their fast-paced, dynamic and fun work environment. The ideal candidate will be driven with solid communication skills and accounting knowledge that can effectively work in a team that is responsible for day-to-day transactions and activities. Reporting to the Manager of Accounting Operations, this candidate will be a fundamental contributor to our full cycle accounts payable invoicing and processing/reviewing expense reports. Volume can fluctuate, but you should have recent experience with handling a minimum 70-80 invoices a week. Successful team members with ability to work in fast-paced/dynamic environments and pick up new things quickly! We are currently recruiting a reliable candidate for a contract to permanent position to assist the Accounting Department. As the Accounts Payable Specialist you will be responsible for the following: Matching, batching, coding and entering invoices Expense report processing within concur Researching and resolving issues with customers or vendors Updating and reconciling sub-ledger to the general ledger Assisting with preparing accruals and reconciling to the general ledger Maintaining accounts payable aging analysis Performing general ledger posting and monthly/year-end reconciliations Requirements Accounts Payable Specialist Position Requirements: - The ideal accounts payable candidate must have 2+ years of recent expense reporting, matching, batching, coding and entering invoices; those with fewer years of experience but feel confident are also encouraged to apply. - Successful candidates should possess strong interpersonal and customer service skills, ability to work in a team environment. - Proven attention to detail and an ability to work under tight deadlines is a must! Proficiency with excel skills (v-look up and pivot tables) - Working experience with concur If you believe that you will be a good fit for this opportunity, please send your updated resume (in Word format) and a brief intro to Kristine Chiba.

    More info...

Job Details

Jocancy Online Job Portal by jobSearchi.

Navigation
Vacancies
© Copyright 2024 jocancy.com. Developed by MicroPHP