Description If interested, please contact Yuzo Shimura on LinkedIn at Robert HalfTitle: Senior Associate Advisor Location: San Ramon; Hybrid Salary: $90k-$110k + BonusAbout: This company is at the forefront of transforming financial advising by providing clients with a distinctive amalgamation of conventional and modern techniques. This wealth management firm values personal relationships, guiding individuals, businesses, and families on their journey towards financial stability and resilience.Key Responsibilities:
Validate and evaluate client-based financial planning materials.
Engage in client meetings, compile summary notes, and manage resulting actions.
Input data into financial planning software and cultivate client strategies and plans.
Collaborate with Senior Advisors to prepare client-tailored recommendations.
Handle CRM database and track client interactions.
Requirements
Qualifications:
Bachelor’s degree.
2+ years experience in a wealth management firm.
Desirable: eMoney experience, Series 7, 65, CFP®, ChFC®, Proficiency with CRM systems like Redtail.
Unique Selling Points of the Company:
Flexible remote/in-office work arrangements.
Routes for career advancement towards Lead Advisor or Financial Advisor.
Support for professional development like company-sponsored FINRA exams and CFP studies.
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.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) .