Wealth Advisor

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.

Responsibilities

• 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.

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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.

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