Description Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Join our client, an independent RIA headquartered in San Francisco, as a Financial Advisor. They craft innovative investment strategies for a diverse client base, including institutions and entrepreneurs. Benefit from a dynamic, flat organizational structure with direct access to visionary founders and enjoy a HYBRID work schedule.Transition from corporate environments to a client-focused culture. This role offers more than just a job—it's an entry into a thriving community centered on collaboration and success.Key Responsibilities of a Financial Advisor:
Provide financial planning and investment advice to clients.
Develop tailored investment strategies and offer financial guidance.
Manage client relationships, ensuring exceptional service and ongoing support.
Engage in direct, daily interactions with clients and team members.
Thrive in a team-oriented environment while serving sophisticated clients.
Requirements
5+ years of experience in financial services, specifically in wealth management.
CFP designation is required.
Bachelor's degree in finance, economics, or a related field.
Series 65 license, or the willingness to obtain it within the first 90 days.
Proficient with Money Guide Pro, Fidelity’s WealthScape, and Schwab’s Advisor Center.
Skilled at retaining and expanding a client base.
Actively conduct portfolio reviews and updates.
Deep understanding of investments and market trends.
Excellent communication and interpersonal skills.
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.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.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. 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) .
