Description

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

Join an exceptional investment management firm in San Jose managing nearly $5 billion in AUM. With a client base spanning individuals, retirement accounts, trusts, family offices, corporations, endowments, and foundations, they bring a disciplined approach to portfolio management—emphasizing valuation, margin of safety, concentration, flexibility, and long-term growth.

This hybrid role offers a competitive compensation package, outstanding benefits, and unparalleled growth opportunities. Become part of a team renowned for its tenure, expertise, and collaborative culture.

Responsibilities :

Meet with clients and prospects to assess their financial needs, goals, and risk tolerance.

Develop and implement tailored financial plans that align with client objectives.

Provide recommendations on investments, taxes, estate planning, and regulatory updates.

Monitor and adjust investment portfolios as needed.

Offer strategic advice on investment management, retirement, tax planning, risk management, and estate planning, educating clients for informed decisions.

Stay updated on financial markets, tax laws, and investment strategies.

Collaborate with accountants and attorneys to deliver holistic solutions.

Build and maintain strong client relationships with exceptional service and confidentiality.

Prepare and present reports and materials for clients and management.

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

Requirements

3–5 years of experience in holistic financial planning, managing HNW and UHNW client relationships.

Bonus: Experience in tax and/or insurance planning.

Preferred: CFP or related certifications.

Proven success in creating and implementing financial plans.

Strong knowledge of financial markets, tax laws, and investment strategies.

Excellent analytical and communication skills for client relationship management.

Detail-oriented, organized, and skilled at managing multiple priorities.

Proficient in financial planning tools (e.g., eMoney, MoneyGuidePro).

High integrity with a fiduciary approach to client relationships.

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.

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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