Description

If you are interested, please view my Linkedin under Charlie O'Brien and shoot me a message!

Our client is an independent registered investment advisor (RIA) based in San Francisco. Their expertise lies in delivering tailored investment management strategies and solutions to a diverse clientele, encompassing institutions, limited partnerships, family offices, executives, entrepreneurs, and private clients. They offer a wide array of financial services with guiding clients towards the attainment of their financial and investment objectives as the core of their approach.

Role Description

• The role involves providing comprehensive financial planning and investment advisory services to clients.

• The Financial Advisor will be responsible for developing personalized investment strategies and providing financial guidance to clients.

• The Financial Advisor will have clients assigned to them and is responsible for ensuring exceptional client service and ongoing support.

• This role requires direct, daily interactions with clients and team.

• This individual should be comfortable working with sophisticated clients in a team-based environment. This is a hybrid role with the ability to work from San Francisco Bay Area offices.

  Requirements

Qualifications

• Minimum 5 years of relevant finance advisory experience

• Professional certification(s), such as CFA or CFP designations required

• Bachelor's degree in finance, business administration, economics, or related field

• Series 65 license or willingness to obtain within first 90 days of employment

• Experience with Money Guide Pro, Fidelity’s Wealthscape, Schwab’s Advisor Center

• Proven ability to service private client advisory relationships

• Retain existing clients and cultivate additional business from existing and new clients

• Proactively contact clients for portfolio reviews and updates

• Experience in financial advisory and planning

• Strong knowledge of investments and staying current on economic/market events

• Effective communication and interpersonal skill

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.

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.

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