Description

Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!

Job Posting: Associate Financial Advisor

Employment Type: Full-Time

Location: San Francisco; Hybrid (2 days onsite)

Comp: $88-120k + Bonus

A Wealth Management Firm focusing on providing personalized financial guidance to individuals and businesses is looking for an Associate Financial Advisor to join their growing team.

Responsibilities:

• Collaborate with Senior Advisors to ensure that communication to the client are timely.

• Manage client communications via email and phone.

• Oversee client relationships by preparing meeting materials and offering essential support as needed.

• Track task progress and follow up on pending action items.

• Take proactive steps to address and resolve client issues and concerns.

  Requirements

• Experience in hedge funds (in a startup is a huge plus!)

• Extensive experience in leading financial and operational management for hedge funds.

• Bachelor's degree in finance or accounting

• CPA (not needed, but huge plus)

• Have interest and familiarity with environmental commodities.

• Exceptional communication skills.

• Collaborative in a start-up environment

  Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!

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.

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