Role & Company Overview
📋 Role Overview & Responsibilities
Description
Michelle Espejo, from Robert Half, is collaborating with an outstanding financial firm to find a Financial Advisor. This presents an exceptional opportunity for professional growth and advancement in your career. In this role you will
Engage in delivering thorough financial planning and investment advisory services tailored to individual client needs.
Craft personalized investment strategies and offer expert financial counsel to clients as a core responsibility. Assume ownership of assigned client portfolios, ensuring unparalleled client service and continuous support. Foster direct, daily engagement with both clients and our internal team to facilitate seamless operations and exceptional service delivery
Requirements
Have a minimum of 5 years of pertinent experience in financial advisory roles.
Hold professional certification(s) such as CFA or CFP designations as prerequisites.
Bachelor's degree in finance, business administration, economics, or a related field is mandatory.
Series 65 license or readiness to acquire it within the initial 90 days of employment is essential.
Proficiency with financial tools such as Money Guide Pro, Fidelity’s Wealthscape, and Schwab’s Advisor Center is preferred.
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.
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
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to
Frequently Asked Questions
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Is this position eligible for remote work or visa sponsorship? ▼
This position is located in San Francisco, CA with potential relocation and sponsorship assistance depending on candidate qualifications.
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