Robert Half Hiring for Jr. Advisor – Family Office – Great Role at San Francisco, California Full Time

Description

For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn or text (415)276-0356.

Junior Advisor

$125K -$150K (DOE) Base + Bonus – Hybrid – San Francisco

Company: Our client is a Family Office and consultancy firm helping entrepreneurs create and manage their wealth. They have nearly $1.5B AUM and are looking for a Junior Advisor to join their team.

About the Role:

• Provide support to Advisors in all areas of financial planning.

• Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).

• Create proposals for prospective clients.

• Create and/or update financial plans for clients.

• Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately.

• Attend client meetings and manage/complete all meeting follow-up activities.

• Liaise with client’s attorneys and accountants as needed.

• Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed

• Assist with client data consolidation and maintenance as needed.

• Assist with special projects as required.

  Requirements

Qualifications:

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

• Bachelors’ degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred

• CFP or working to obtain the certification

If you are interested in this role, please send over your updated resume and the best time to speak for 5-10 mins today.

If you are not interested in the position, I would greatly appreciate it if you can pass the goodwill forward and share this with friends in the industry, who may not have access to these roles otherwise.

For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn or text (415)276-0356.

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.

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