Description Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Our client is a boutique wealth management firm based in the Bay Area that offers investment management, financial planning, and tax services to families and individuals. Enjoy a hybrid work schedule, competitive compensation and benefits, and be part of a highly experienced team.Responsibilities:
Demonstrate a strong understanding of financial markets, tax laws, and investment strategies.
Exhibit excellent communication and analytical skills, along with advanced client relationship management abilities.
Collaborate with the Wealth Advisory team, accountants, and attorneys to deliver comprehensive financial solutions.
Identify client needs, develop and present financial plans, and lead regular update meetings.
Provide strategic advice on retirement, tax planning, risk management, and estate planning.
Requirements
Bachelor’s degree in Finance, Economics, or a related field.
Must hold a Certified Financial Planner (CFP) designation.
5+ years of experience in wealth management.
Proficient in holistic financial planning.
Experience managing relationships with high-net-worth clients.
Strong relationship management, communication, and project management 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 (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) .