Lead Advisor, Robert Half

Lead Advisor

Robert Half

Location:

United States, Berkeley

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

The role involves providing comprehensive financial planning services, managing High Net Worth and Ultra High Net Worth client relationships, and working closely with internal stakeholders.

Job Responsibility:

Serves as a Personal CFO for both existing and new clients
Utilizes internal and external resources to meet client objectives in areas such as Investment Management, Estate Planning, Tax Strategy, Risk Mitigation, and General Financial Planning
Articulates our unique value proposition to potential clients
Proactively offers recommendations aligned with each client’s financial plan and Investment Policy Statement
Provides expert advice on investment management, retirement planning, tax strategies, risk management, and estate planning

Requirements:

Over 5 years of extensive experience in holistic financial planning
Proven ability to lead and foster client relationships
Experience in tax or insurance planning is advantageous
Holding or working towards a Certified Financial Planner (CFP) designation, or other relevant certifications, is preferred but not mandatory
Demonstrated success as a Financial Planner
Bachelor’s degree in Finance, Accounting, Economics, or a closely related field is preferred
Strong expertise in cultivating and managing client relationships
Exceptional communication skills, both written and verbal
Proven ability to manage projects efficiently
Proficient in Microsoft Office Suite
Familiarity with CRM tools (such as Advisor Engines or Salesforce) is a plus

Nice to have:

Experience in tax or insurance planning
Familiarity with CRM tools (such as Advisor Engines or Salesforce)

What we offer:

Medical, vision, dental, and life and disability insurance
Eligible to enroll in company 401(k) plan

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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