Description If interested, please contact Yuzo Shimura on LinkedIn at Robert HalfTitle: Associate Advisor Location: San Francisco (Hybrid - Tuesday to Thursday) Salary: Up to 149k + bonusAbout the Company: Planning first Registered Investment Advisor (RIA), with a strong presence on the west coast. The firm manages over $5+ billion in assets.Key Responsibilities:
Act as the first point of contact in client communications.
Review, manage and provide recommendations on client portfolios.
Prepare comprehensive deliverables for client meetings, including cash needs analysis and asset allocation.
Work closely with the lead advisor to manage customer relationships.
Prepare spreadsheet analysis for advanced financial topics such as tax loss harvesting, stock option, and restricted wealth transfer strategies.
Requirements
Qualifications:
4+ years’ experience in an RIA or similar organization, directly planning and interfacing with high-net-worth private clients.
Certified Financial Planner (CFP) designation is required.
Ability to handle multiple high-status client relationships and effectively coordinate across teams and customers.
Aspiration to be a lead advisor will be a significant part of the qualification process.
Unique Selling Point of the Company:
Emphasizes a collaborative team culture backed by great benefits.
Provides a great working space in San Francisco.
Operates as a rapidly growing company with a network of offices across the US, offering ample scope for advancement.
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half 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.© 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) .