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DescriptionOur client is an tightly knit RIA that is seeking a Certified Financial Planner to assist in financial planning, financial advice, growing, and managing their 35 client, $120 million asset under management private client business. This is a new role within the company. The position also entails helping transition thier portfolio management system to a modern system such as Orion. Clients at the firm are invested in an array of securities including stocks, bonds, and mutual funds according to their risk tolerance and reward profile.Responsibilities:Client Care· Maintain client contact during the lifetime of the customer relationship. Answer questions and provide information to clients as it relates to their accounts.· Open new accounts, account transfers, transfer funds, account updates and changes (beneficiary updates, address changes, etc.)Investment Management· Design and manage investment strategies for each client· Work with trader to execute trades to align with proposed portfolio strategy decisions and conduct specific transactions on behalf of clients· Monitor economy, markets, and world events to determine any required strategic rebalancing and communicate market trends to clients· Write quarterly newsletter and compile client quarterly reportsFinancial Planning· Provide comprehensive financial planning and regular client review meetings.Cool Features:· Great mentorship and training· Opportunity to develop private client business for the firm· 401k match up to 4%· Profit Sharing 3-4%· Competitive Compensation and BenefitsRequirementsDesired Qualifications and skills· 3-10 years of relevant experience providing financial planning and managing the assets for high net worth individuals· Certified Financial Planner and/or Chartered Financial Analyst designation· Excellent verbal and writing skills· Strong experience with Excel and ability to learn new software easily.· Experience working with the custodian Charles Schwab· 1-2 years of Financial services experience (someone coming out of a Private Client banking background would be a good match)· Strong attention to detail and written communication (will be tasked with prooing all written client communications· Strong social skills and ability to connect with people from all walks of life.Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.Apply for this job now or contact our nearest office at 844.539.2523 for additional information.All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/VeteransBy clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.Salary: DOELocation: Alameda, CADate Posted: November 24, 2019Employment Type: Full-timeJob Reference: 00412-0011268569Staffing Area: Finance
Vacancy expired!