Description Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client is an established wealth management firm specializing in financial planning and investment management services for high-net-worth individuals (HNWI). With $1 billion in assets under management (AUM), they offer a competitive compensation package and exceptional perks.Responsibilities:
Conduct client meetings to provide market updates, review portfolios, and gather data for comprehensive financial planning.
Develop and present detailed financial plans tailored to client needs.
Apply diverse financial planning strategies and techniques.
Lead quarterly portfolio review sessions with clients.
Proactively address client inquiries and resolve concerns.
Prepare in-depth portfolio analyses.
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Requirements
4+ years of financial planning experience in a wealth management firm
CFP is a plus
Professionalism, dependability, integrity and trustworthiness with confidential info
Motivated self-starter, Deadline Orientated, Multi-task,
Organized and excellent attention to detail
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. 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.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.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .