Associate Investment Advisor, Wealth Management
Robert Half Los Gatos
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Associate Investment AdvisorLocation: Los Gatos, San Jose (Onsite 5 days a week, flexible to 4 days)
Salary: $70-100k base salary + Revenue Sharing (Depends on Experience)
About the Company: This firm offers comprehensive asset management services. They manage and track clients' assets, simplify complex financial documents, monitor daily market changes, and guide clients through financial management.
Key Responsibilities:
- Make determinations of what securities to buy and sell under the supervision of CEO and COO.
- Assess value of individual assets under management and determine suitability for market investment.
- Place buy and sell orders following the company’s investment research and strategy.
- Conduct quarterly client performance reviews and outreach.
- Monitor equity stops and follow market movements.
Qualifications:
- Must have the Series 65 or willingness to obtain within 6 months.
- Ability to manage client relationships independently.
- Self-motivated with excellent time management skills.
- Focus on long-term client satisfaction and retention.
- Experience in financial planning or investment management is a plus.
Unique Selling Points:
- Opportunity for revenue sharing with 20% of fees from accounts brought in by the employee.
- Emphasis on work-life balance with priorities on family, education, and work.
- Supportive team environment with a strong emphasis on ongoing education.
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Robert HalfSan Jose, 11 mi from Los Gatos
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...
New York LifeLos Gatos
such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
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Robert HalfSan Jose, 11 mi from Los Gatos
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Client Service Associate
Location: San Jose, CA 100% Onsite
Salary: $90-110k base + Bonus (~20%)
About the Company:
This organization is a swiftly expanding investment...