Wealth Advisor in San Mateo, California

Description

Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Our client is a respected wealth management firm based in the Bay Area. Enjoy a HYBRID schedule, comprehensive compensation and benefits package, including medical, dental and vision, 401k match, paid parking.

Responsibilities:

• Design comprehensive financial plans covering cash flow, retirement, tax, and risk management

• Evaluate scenarios and provide recommendations

• Present plans during client meetings and quarterly reviews

• Oversee new account onboarding and resolve custodian service issues

• Participate in business development activities

  Requirements

• Bachelor’s degree in Finance, Economics, or related field

• 5+ years of wealth management experience

• MUST have a Certified Financial Planner (CFP) designation

• Active Series 65

• BlackDiamond trading and reporting, eMoney experience strongly preferred

• A strong interest in business development.

• Experience building comprehensive financial plans

• Financial, retirement, and tax planning experience.

• Excellent communication 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.

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