Associate Financial Advisor
Robert Half San Francisco
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client, a prestigious Registered Investment Advisor managing approximately $10 billion in assets, is looking for a dynamic Associate Advisor to join their San Francisco team. Embrace a culture of excellence where you'll have daily opportunities to influence the financial landscape.Enjoy a HYBRID work schedule, comprehensive healthcare benefits, generous paid time off, and initiatives for professional growth. This role offers more than just employment—it’s a chance to be part of something truly exceptional.
Responsibilities:
- Act as the primary point of contact for client communications.
- Evaluate client portfolios and offer tailored recommendations.
- Prepare detailed materials for client meetings, including analyses of cash needs and asset allocations.
- Conduct spreadsheet analyses for complex financial issues, such as tax loss harvesting and strategies for restricted wealth transfers.
- 4+ years of experience at an RIA or a similar organization, with hands-on involvement in planning and engagement with high-net-worth clients.
- MUST possess a Certified Financial Planner (CFP) designation.
- Proven ability to manage multiple high-profile client relationships while ensuring organizational efficiency across teams for optimal effectiveness.
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
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Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
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