Senior Financial Planner, Wealth Management

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

Salary: $100,000-$175,000

About the Company: Our company is a rapidly growing Registered Investment Advisor (RIA) firm in the East Bay. We are dedicated to providing our clients with unparalleled services in a collaborative, small office environment. As a self-motivated and detail-oriented firm, we value teamwork and priorities providing a high level of service to our clients.

Key Responsibilities:

• Meet clients in person or virtually to update on market trends, review portfolio, and gather information for financial plans.
• Prepare and present client financial plans.
• Track progress of tasks and follow up action items.
• Perform quarterly portfolio reviews with clients.
• Generate portfolio analyses and proactively resolve any client issues or concerns.

Qualifications:

• Minimum of 4-5 years of financial services experience.
• Bachelor's degree (finance or economics strongly preferred).
• Certified Financial Planner (CFP®) designation.
• Experience with both brokerage and advisory platforms.
• Must have a clean compliance record and pass a background check.

Unique Selling Points of the Company:

• Offers a comprehensive benefits package that includes health insurance, PTO, 401(k), profit sharing, and potential bonuses.
• Provides a team-oriented work environment that values collaboration and high-quality service to clients.
• Offers unique and valuable long-term benefits such as cash bonuses, new car equivalent value, and significant payout after certain years of service (discretionary and based on the company's financial performance).

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half