Associate Investment Advisor
Robert Half San Jose
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
Our client, a growing RIA in San Jose, offers comprehensive asset management by organizing and tracking clients' assets. With a strong team culture, a focus on work-life balance, and long-term success driven by organic growth, this family-oriented firm fosters both professional and personal development.
Key Responsibilities:
- Collaborate to determine securities to buy or sell.
- Assess and manage assets for market suitability.
- Execute buy/sell orders per investment strategy.
- Oversee client accounts based on risk tolerance.
- Conduct quarterly performance reviews and client outreach.
- Track market movements and create performance summaries in Excel.
- MUST: Series 65 license.
- Ability to work onsite in Los Gatos, CA, 5 days a week.
- Experience in financial planning or investment management with high-net-worth clients.
- Proficiency with Charles Schwab Brokerage platform is a plus.
- Strong client relationship management and time management skills.
- Long-term focus on client satisfaction and retention.
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
Robert HalfLos Gatos, 11 mi from San Jose
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Associate Investment Advisor
Location: Los Gatos, San Jose (Onsite 5 days a week, flexible to 4 days)
Salary: $70-100k base salary + Revenue Sharing (Depends...
Pernini Legal, LLCSan Francisco, 40 mi from San Jose
in registered investment companies(link removed)>
• Familiarity with the Investment Company Act and Investment Advisers Act is necessary.
• Exposure to exchange-traded funds, variable insurance products, business development companies, investment advisers...
Robert HalfSan Francisco, 40 mi from San Jose
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is a respected independent registered investment advisor (RIA) firm that specializes in tailored investment management strategies...