Description Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Our client, a prestigious Registered Investment Advisor managing around $10 billion in assets, is seeking a dynamic Associate Advisor in San Francisco. Join a culture of excellence where you’ll have daily opportunities to impact the financial landscape.Enjoy a HYBRID schedule, comprehensive healthcare, generous paid time off, and professional growth initiatives. This role offers more than just a job—it's a chance to be part of something exceptional.Key Responsibilities:
Serve as the primary contact for client communications.
Evaluate client portfolios and provide recommendations.
Prepare detailed materials for client meetings, including cash needs and asset allocation analyses.
Conduct spreadsheet analyses for complex financial matters like tax loss harvesting and restricted wealth transfer strategies.
Requirements
4+ years of experience at an RIA or a similar organization, with direct involvement in planning and interactions with high-net-worth clients
MUST have a Certified Financial Planner (CFP) designation
Demonstrate the ability to manage multiple high-profile client relationships while maintaining organizational efficiency across teams and customers for optimal effectiveness
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) .
