Associate Financial Planner, Robert Half

Associate Financial Planner

Robert Half

Location:

United States, San Francisco

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team.

Job Responsibility:

Assist Lead Advisors in delivering exceptional client service
Act as the primary point of contact for all client communications
Ensure timely and comprehensive responses in collaboration with the Lead Advisor
Track task progress and follow up on outstanding action items
Proactively address client issues and concerns to ensure satisfaction
Understand client expectations and preferences to advocate effectively
Work with internal teams to enhance client service processes and workflows
Manage client relationships, including preparing meeting materials and providing ongoing support

Requirements:

2+ years of wealth management experience including financial planning experience
Must hold: Series 65, CFP or CFA
Plan to sit for the CFP exam within two years if not already certified
Familiarity with tools like Redtail, Orion, eMoney, Morningstar, GoToMeeting, iRebal, and Schwab custodian is a plus
Strong communication skills with a personable, professional demeanor
Detail-oriented, organized, and skilled at multitasking
Energetic, assertive, and proactive with an entrepreneurial mindset
Team player willing to support colleagues at all levels
Thrives in a fast paced environment

Nice to have:

Familiarity with tools like Redtail, Orion, eMoney, Morningstar, GoToMeeting, iRebal, and Schwab custodian

What we offer:

competitive compensation package
401(k) plan
lifestyle stipend
united, supportive team

Additional Information:

Job Posted:

March 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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