Description

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

Title: Wealth Advisor Associate

Location: San Francisco

Salary: $150k-$200k + Bonus + Revenue Share on NNA + 15% 401k Contribution

About the Company: Large asset management firm offering a multitude of financial services, including wealth planning services

Key Responsibilities:

• Serve as the primary point of contact for high-net-worth clients, providing solutions for complex matters like portfolio asset allocation, retirement planning, philanthropy, and estate planning.

• Offer exceptional client service and investment advice, customizing these to suit each client’s unique financial circumstances, needs, and objectives.

• Establish and strengthen client relationships while actively seeking opportunities to grow the business through third party referrals.

• Use a wide understanding of the financial markets and the firm’s products to match appropriate solutions and services with client needs.

• Develop a consultative approach to clients and prospects and ensure use of firm resources is maximized to provide best-in-class service.

  Requirements

Qualifications:

• A BA/BS degree is required; MBA and/or CFA/CIMA/CFP are preferred.

• Must have Series 7 and 66 professional licenses.

• At least 10 years of experience in the wealth management industry.

• Demonstrated experience in managing complex financial planning and serving high-net-worth clients.

• Excellent communication skills, flexibility to travel, and the ability to build partnerships.

Why Work With Us:

• As part of our team, you can expect real growth potential and significant contributions to your 401k.

• You will have the opportunity to work in a productive, client-focused environment with a broad platform to accommodate varying client needs.

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

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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