Robert Half • Oakland, CA 94606
Job #2750244519
Description
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is a boutique wealth management firm located in the Bay Area. They provide investment management, financial planning and tax services to families and individuals.
Enjoy a HYBRID schedule, competitive compensation and benefits, and a strong tenured team.
Strong understanding of financial markets, tax laws, and investment strategies
Excellent communication, analytical skills, and advanced client relationship management
Collaborates with Wealth Advisory team, accountants, and attorneys to deliver comprehensive financial solutions
Identify client needs, develops, and presents financial plans, leading regular update meetings
Provide strategic advice on retirement, tax planning, risk management, and estate planning
Requirements
Bachelor's degree in Finance, Economics, or related field
MUST have a Certified Financial Planner (CFP) designation
5+ years of wealth management experience
Experience with holistic financial planning
Experience managing relationships with HNW 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 (~~~) 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 ~~~ 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 (~~~) .
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