Description Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Our client is a wealth management firm that focuses on financial planning and investment management services. Their client base is HNWI. The firm is rapidly growing at $1billion AUM.Enjoy a flexible HYBRID schedule, comprehensive compensation package, fantastic perks!Responsibilities:
Meet with clients to provide market updates, review portfolios, and gather information for financial plans.
Develop and present comprehensive client financial plans.
Utilize a wide range of financial planning concepts and skills.
Conduct quarterly portfolio reviews with clients.
Address client issues and concerns proactively.
Create detailed portfolio analyses.
Requirements
5+ years of financial planning experience in a wealth management firm
Huge plus if someone is a CFP or in the process of getting the designation
Bachelors degree
Professionalism, dependability, integrity and trustworthiness with confidential info
Motivated self-starter, Deadline Orientated, Multi-task, Organized and excellent attention to detail
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) .