Junior Advisor Role at fast growing RIA! SF - Hybrid

Description Please reach out to Michelle Espejo via LinkedIn or email with your latest resume for prompt consideration for the opportunity below. Join an exciting team at our client, a nationally acclaimed Registered Investment Advisor (RIA) specializing in strategic planning, managing a portfolio surpassing $8 billion in assets. They are dedicated to enhancing the lives of clients, colleagues, and the global community, and they are on the lookout for an outstanding advisor to be part of their dynamic team.Associate AdvisorSan Francisco; hybrid$120K-149K + BonusDay to Day:

Serve as the main contact for client communications.

Evaluate client portfolios and offer recommendations.

Create detailed materials for client meetings, integrating analyses of cash requirements and asset allocation.

Generate occasional spreadsheet analyses for more complex financial matters, including tax loss harvesting, stock options, and strategies related to restricted wealth transfer.

Requirements

Ideal Candidate:

4+ years of experience at an RIA or a similar organization, with direct involvement in planning and interactions with high-net-worth clients

Certified Financial Planner (CFP) designation

Demonstrate the ability to manage multiple high-profile client relationships while maintaining organizational efficiency across teams and customers for optimal effectiveness

Why here:

Comprehensive health care benefits (medical/dental/vision)

Retirement benefits

Generous paid time off (PTO)

Flexibility with holiday flex-days and summer flex-days

Company-paid holidays

Supportive parental leave

Transportation benefits

Professional development opportunities

Personal wellbeing stipend and other fantastic fringe benefits!

Please reach out to Michelle Espejo via LinkedIn or email with your latest resume for prompt consideration for this opportunity. Feel free to also reach out if you have any questions or if you are interested in similar opportunities.Additionally, feel free to text me at (415) 273-8074.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) .