Description

For faster consideration, please view my Linkedin under Charlie O'Brien and send me your resume

Our client is a financial institution that specializes in offering the best financial planning and wealth advice to its high net worth clients, advice that has been fine-tuned over the last 20 years. The company has a steady stream of business and is growing rapidly.

Specific Responsibilities:

Collaborate with team members to create detailed financial plans that encompass cash flow, goal setting, retirement planning, tax strategies, risk management, and insurance assessments.

Gather financial information from clients and enter data into planning software.

Analyze planning scenarios and offer insights and recommendations.

Present dynamic financial plans during meetings.

Prepare for and attend quarterly client reviews, providing planning insights.

Manage the onboarding process for new client accounts.

Address service issues by interacting with custodians.

Contribute to business development activities.

Requirements

What You Bring:

Proven experience (over several years) in creating comprehensive financial plans; strong preference for experience with eMoney.

5 years of relevant experience in financial planning and wealth management.

CFP® designation or currently registered for the CFP® exam.

Active Series 65 license.

Experience in financial, retirement, and tax planning.

Operational expertise and experience working with major custodians and trading platforms.

A strong passion for business development.

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.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use .