Description Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Join a dynamic RIA poised for rapid expansion, committed to client satisfaction and team growth. Their vibrant culture nurtures enduring relationships, blending innovation with integrity to fulfill clients' financial aspirations. As a trusted advisor navigating intricate choices, you'll flourish in a supportive, collaborative office setting. This isn't merely a job—it's an exhilarating chance to become part of a community where success is inevitable.Key Responsibilities of an Associate Advisor:
Provide financial planning and investment counsel to clients.
Craft customized investment strategies and offer financial advice.
Oversee designated clients, ensuring exceptional service and ongoing assistance.
Participate in direct, daily interactions with both clients and colleagues.
Requirements
Bachelor’s degree
5+ years of experience in financial services preferably at another RIA
Series 65 certification required
CFP designation required
Proficient in Redtail, Morningstar, Orion, eMoney, GoToMeeting, and iRebal
Exceptional trustworthiness and discretion when handling sensitive information
Strong attention to detail, organizational skills, and ability to multitask
Assertive, energetic, and professional demeanor
Self-motivated with an entrepreneurial mindset
Outstanding interpersonal and communication skills
Team player mentality
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.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) .