[ref. i8553618] Wealth Advisor, Wealth Management - Peninsula
Robert Half Peninsula
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Wealth Advisor CFP, Wealth ManagementLocation: Peninsula, Hybrid Schedule
Salary: $150-170k + Bonus + Profit Sharing
About the Company: Wealth Management firm specializing in serving clients in the professional services field.
Key Responsibilities:
- Design comprehensive financial plans covering all aspects of planning such as cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.
- Evaluate planning scenarios, provide observations and recommendations, and present interactive financial plans during meetings.
- Prepare for and attend quarterly reviews with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with the custodian.
- Participate in business development.
Qualifications:
- Bachelor’s degree with minimum of 5 years of relevant work experience in financial planning and wealth management.
- Active Series 65 with clean U-4.
- Financial, retirement, and tax planning experience.
- Excellent verbal communication skills with advanced writing and grammatical proficiency.
- Operational knowledge working with large custodians and trading platforms.
- A strong interest in business development.
- CFP® designation or scheduled for the CFP® exam.
Unique Selling Points:
- Competitive salary with a quarterly team-based incentive plan.
- Comprehensive benefits include 401K plan with employer match, medical/dental/vision, cafeteria plan section 125.
- After 6 months, negotiable hybrid work policy in place.
- Opportunity for equity participation negotiations for existing clients.
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
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