Associate Financial Advisor, Robert Half

Associate Financial Advisor

Robert Half

Location:

United States, San Mateo County

Category:

Finance

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

Our client is a thriving RIA. They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.

Job Responsibility:

Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans
Collect and analyze client financial information
Develop financial plans, investment policies, and portfolio reports
Implement and monitor plans, coordinating with external advisors
Prepare client communications and presentations
Maintain client and prospect databases
Assist with technology integration and document management

Requirements:

2+ years of financial planning experience in a RIA
Must be at least already in the CFP program if currently not a CFP
Must have strong communication and relationship building skills

What we offer:

bonuses
lucrative Profit Sharing program
medical, vision, dental, and life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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