Financial Advisor at Prestigious RIA
Robert Half San Francisco
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
Our client, a top-tier Registered Investment Advisor with $10 billion in assets under management, is searching for an energetic and dedicated Associate Advisor to join their San Francisco team. Experience a culture that celebrates excellence, where your daily contributions shape the financial future for high-net-worth clients.With a HYBRID work schedule, comprehensive healthcare benefits, generous paid time off, and a strong commitment to professional growth, this role is more than just a job—it’s your gateway to a rewarding and impactful career.
What You’ll Do:
- Be the go-to contact for client communications, building lasting relationships.
- Assess client portfolios and deliver strategic, personalized recommendations.
- Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations.
- Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies.
- 4+ years of experience with an RIA or similar organization, with a proven track record of engaging directly with high-net-worth clients.
- Certified Financial Planner (CFP) designation is a must.
- Exceptional ability to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior outcomes.
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
Robert HalfSan Jose, 40 mi from San Francisco
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Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
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