Description

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

An independent RIA based in San Francisco, is seeking a financial advisor. They design innovative investment strategies for a diverse range of clients, including institutions and entrepreneurs. Enjoy a dynamic, flat organizational structure with direct access to visionary founders. HYBRID work schedule. Make the transition from corporate giants to a client-centric culture. This is not just a job—it's your gateway to a thriving community built on collaboration and success.

Some Responsibilities:

Provide financial planning and investment advice to clients.

Develop customized investment strategies and offer financial guidance.

Manage assigned clients, ensuring exceptional service and ongoing support.

Engage in direct, daily interactions with clients and team members.

Excel in a team-based environment, serving sophisticated clients.

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

Requirements

3+ years of experience in financial services, specifically in wealth management.

CFP designation is required.

Bachelor's degree in finance, economics, or a related field.

Series 65 license, or the willingness to obtain it within the first 90 days.

Proficient with Money Guide Pro, Fidelity’s WealthScape, and Schwab’s Advisor Center.

Skilled at retaining and expanding a client base.

Actively conduct portfolio reviews and updates.

Deep understanding of investments and market trends.

Excellent communication and interpersonal skills.

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.

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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