Job Information
Robert Half Financial Advisor - employee owned RIA in Lafayette, California
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.
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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