Financial Advisor, Wealth Management - San Jose

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

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