Financial Advisor - employee owned RIA

Description

For faster consideration, please view my Linkedin under Charlie O'Brien and email me your resume.

Our client is an employee-owned wealth management firm in the east-bay. They have been in operation for over 30 years and have seen continuous growth since their inception. As a fee only firm, they are able to make independent decisions with a mantra to put client needs first.

Key Responsibilities

• Take point as primary contact for an existing book of clients

• Answer client questions

• Develop comprehensive financial plans for clients

Company features

• Competitive base salary and quarterly bonuses

• Generous paid time off (vacation, sick leave, holidays, etc.)

• Comprehensive benefits package: medical, dental and vision Insurance (long-term disability and life insurance optional)

• 401(k) plan with guaranteed profit-sharing (after one year of employment)

• Opportunity for career growth

• Fun and energetic work culture

Requirements

Key Requirements

• CFP acquired or in late stages of acquisition

• 3+ years of experience in the wealth management industry

• Strong present - must communicate with clients

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.

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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 ~~~ for more information.

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