Associate Investment Advisor, Wealth Management

Description If interested, please contact Yuzo Shimura on LinkedIn at Robert HalfTitle: Associate Investment AdvisorLocation: Los Gatos, San Jose (Onsite 5 days a week, flexible to 4 days)Salary: $70-100k base salary + Revenue Sharing (Depends on Experience)About the Company: This firm offers comprehensive asset management services. They manage and track clients' assets, simplify complex financial documents, monitor daily market changes, and guide clients through financial management.Key Responsibilities:

Make determinations of what securities to buy and sell under the supervision of CEO and COO.

Assess value of individual assets under management and determine suitability for market investment.

Place buy and sell orders following the company’s investment research and strategy.

Conduct quarterly client performance reviews and outreach.

Monitor equity stops and follow market movements.

Requirements

Qualifications:

Must have the Series 65 or willingness to obtain within 6 months.

Ability to manage client relationships independently.

Self-motivated with excellent time management skills.

Focus on long-term client satisfaction and retention.

Experience in financial planning or investment management is a plus.

Unique Selling Points:

Opportunity for revenue sharing with 20% of fees from accounts brought in by the employee.

Emphasis on work-life balance with priorities on family, education, and work.

Supportive team environment with a strong emphasis on ongoing education.

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.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) .