Description

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.

  Requirements

• 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.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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