Junior Advisor at RIA - Must See

Description Please reach out to Michelle Espejo via LinkedIn with your latest resume for prompt consideration for the opportunity below. Registered Investment AdvisorJunior Advisor$100k-150k + BonusSan Francisco (Hybrid)Responsibilities:

Support Advisors in financial planning.

Handle client calls on various topics.

Create proposals for potential clients.

Develop and update financial plans.

Prepare materials for client meetings.

Attend and manage follow-up for client meetings.

Coordinate with clients' attorneys and accountants.

Monitor and rebalance portfolios.

Assist with client data maintenance.

Contribute to special projects as needed.

Requirements

Requirements:

5+ years of relevant experience as a Financial Advisor in wealth management.

Bachelor's degree or higher from an accredited university; a major in financial planning, business, accounting, finance, economics, or law is preferred.

Demonstrates consistent personal integrity and professional initiative.

Currently possesses or is actively working towards obtaining the Certified Financial Planner (CFP) certification.

Please reach out to Michelle Espejo via LinkedIn with your latest resume for prompt consideration for this opportunity. 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.© 2023 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) .