Associate Financial Advisor - San Jose
Robert Half San Jose
Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**
Job Posting: Associate Financial AdvisorEmployment Type: Full-Time
Location: San Francisco; Hybrid (2 days onsite)
Comp: $88-120k + Bonus
A Wealth Management Firm focusing on providing personalized financial guidance to individuals and businesses is looking for an Associate Financial Advisor to join their growing team.
Responsibilities:
- Collaborate with Senior Advisors to ensure that communication to the client are timely.
- Manage client communications via email and phone.
- Oversee client relationships by preparing meeting materials and offering essential support as needed.
- Track task progress and follow up on pending action items.
- Take proactive steps to address and resolve client issues and concerns.
- Point of contact for client relationships
Requirements:
- 2+ years of experience in financial services
- Must have 1 of the following: Series 65, CFA, CFP, or CPA
- Experience with eMoney or similar application
- Experience with Schwab is a huge plus
**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**
Robert HalfSan Francisco, 40 mi from San Jose
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Associate Financial Advisor/Planner
Location: San Francisco; Hybrid (3 days in)
Salary: $90-115k + Bonus (10-20%, depending on firm performance)
About the Company...
Robert HalfSan Francisco, 40 mi from San Jose
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Associate Financial Advisor/Planner
Location: San Francisco; Hybrid (3 days in)
Salary: $90-115k + Bonus (10-20%, depending on firm performance)
About the Company...
UberSan Jose
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