Vacancy caducado!
Description Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Join our client, a thriving RIA committed to empowering clients, communities, associates, and families to lead wealthier lives through compassionate advisory services. Experience a fantastic work culture with low turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative profit-sharing program. With $100 million in growth since last year and exceptional investment returns, this firm is on the rise.Key Responsibilities of a Financial Planner include:
Collaborate with Lead Advisors: Participate in meetings, gather client data, create financial plans, and present them to clients.
Work with the Advisory Group, Investment Department, and Client Services Department throughout the wealth-management process.
Assist in collecting client data and defining their goals.
Analyze client financial documents.
Contribute to developing financial plans, investment policy statements, and portfolio reports.
Implement and monitor client financial plans in collaboration with external advisors.
Prepare client correspondence and presentations.
Maintain databases for clients, advisors, and prospects.
Assist in integrating technology solutions.
Support the implementation of document management systems.
Requirements
At least 3+ years of financial planning experience in a RIA (e.g. Paraplanner)
Must be at least already in the CFP program if currently not a CFP
Must have strong communication and relationship building skills
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have. 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) .
Vacancy caducado!