Description If interested, please contact Yuzo Shimura on LinkedIn at Robert HalfTitle: Lead Advisor Location: Berkeley, CA (Hybrid) Salary: $150-200k Base + Discretionary Bonuses + Revenue Share on NNAAbout the Company: This distinguished boutique wealth management firm is at the helm of over millions in client assets. It delivers investment management, financial planning, and tax services which are specifically tailored to meet the needs of families and individuals, with a special focus on entrepreneurs, executives, and professionals within startup and emerging growth contextsKey Responsibilities:
Act as a Personal CFO for clients, leading and managing wealth management plans that support their goals.
Leverage internal and external resources to achieve objectives in investment management, tax planning, risk management, and general planning.
Clearly communicate the value proposition to build trust with prospective clients.
Make client recommendations that align with their financial plan and Investment Policy Statement.
Provide strategic advice on investment management, retirement planning, tax planning, risk management, and estate planning.
Requirements
Qualifications:
5+ years of experience in comprehensive holistic financial planning and proven ability to lead client relationships.
Certified Financial Planner (CFP) designation or progress towards it is a plus, but not required.
A B.A. or B.S. degree in Finance, Accounting, Economics, or a related field.
Solid relationship management skills and the ability to communicate effectively in writing and verbally.
Advanced project management skills and proficiency in Microsoft Office Suite.
Knowledge of a CRM (i.e., Advisor Engines, Salesforce) is a plus.
Unique Selling Points of the Company:
A competitive compensation and benefits package.
Reimbursement for approved professional development expenses.
Allows for personalized career development pathways.
Opportunity to learn from experienced wealth management professionals.
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half 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) .
