Description

Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Our esteemed client, a nationally recognized Registered Investment Advisor managing approximately $10 billion in assets, is seeking a dynamic Associate Advisor to join their team in the vibrant San Francisco area. Imagine being part of a culture of excellence, where each day brings new opportunities to impact the financial landscape.

With comprehensive healthcare, generous paid time off, professional development initiatives, and a strong commitment to personal well-being, this role offers more than just a job—it's a chance to be part of something exceptional.

Key Responsibilities of an Associate Advisor:

Serve as the primary point of contact for client communications.

Evaluate client portfolios and provide tailored recommendations.

Create detailed materials for client meetings, including analyses of cash needs and asset allocation.

Prepare periodic spreadsheet analyses for complex financial situations, such as tax loss harvesting, stock options, and strategies for restricted wealth transfer.

Requirements

4+ years of experience at an RIA or a similar organization, with direct involvement in planning and interactions with high-net-worth clients

MUST have a Certified Financial Planner (CFP) designation

Demonstrate the ability to manage multiple high-profile client relationships while maintaining organizational efficiency across teams and customers 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 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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