Description

Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team.

Responsibilities:

Assist Lead Advisors in delivering exceptional client service.

Act as the primary point of contact for all client communications.

Ensure timely and comprehensive responses in collaboration with the Lead Advisor.

Track task progress and follow up on outstanding action items.

Proactively address client issues and concerns to ensure satisfaction.

Understand client expectations and preferences to advocate effectively.

Work with internal teams to enhance client service processes and workflows.

Manage client relationships, including preparing meeting materials and providing ongoing support.

Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Requirements

2+ years of wealth management experience including financial planning experience.

Must hold: Series 65, CFP or CFA.

Plan to sit for the CFP exam within two years if not already certified.

Familiarity with tools like Redtail, Orion, eMoney, Morningstar, GoToMeeting, iRebal, and Schwab custodian is a plus.

Strong communication skills with a personable, professional demeanor.

Detail-oriented, organized, and skilled at multitasking.

Energetic, assertive, and proactive with an entrepreneurial mindset.

Team player willing to support colleagues at all levels.

Thrives in a fast paced environment

Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

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.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use .