Description

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

　　Our client is an employee-owned wealth management firm in the east-bay. They have been in operation for over 30 years and have seen continuous growth since their inception. As a fee only firm, they are able to make independent decisions with a mantra to put client needs first.

　　Responsibilities:

　　Support lead and associate advisors as their book of clients continues to grow

　　Answer client inquiries

　　Perform administrative tasks related to financial movement and trades

　　Company features

　　Competitive base salary and quarterly bonuses

　　Generous paid time off (vacation, sick leave, holidays, etc.)

　　Comprehensive benefits package: medical, dental and vision Insurance (long-term disability and life insurance optional)

　　401(k) plan with guaranteed profit-sharing (after one year of employment)

　　Opportunity for career growth

　　Fun and energetic work culture

　　Requirements

　　Key requirements

　　1-3 years of client service experience

　　Series 65 or ability to get it in 6 months

　　Strong verbal and written communications skills

　　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.

　　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 (https:///www.roberthalf.com/us/en/terms) .