Financial Advisor/Planner at Rapidly Expanding RIA
Robert Half San Ramon
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
Join a fast-growing wealth management firm specializing in financial planning and investment services for high-net-worth individuals. With $1 billion in assets under management (AUM), our client offers a competitive compensation package and exceptional perks, providing a dynamic environment for professionals to thrive.
Responsibilities:
- Conduct client meetings to provide market updates, review portfolios, and gather data for comprehensive financial planning.
- Develop and present customized financial plans tailored to client needs.
- Apply diverse financial strategies and techniques to meet client goals.
- Lead quarterly portfolio reviews with clients.
- Proactively address inquiries and resolve client concerns.
- Prepare detailed portfolio analyses.
- 4+ years of financial planning experience in a wealth management firm.
- CFP is a plus.
- Strong professionalism, dependability, and integrity with confidential information.
- Motivated self-starter, deadline-oriented, and excellent multitasker.
- Exceptional organizational skills and attention to detail.
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
Walnut Creek (CA), 8 mi from San Ramon
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