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Financial Planner - $1.5B AUM RIA

Company: Robert Half Finance & Accounting
Location: San Francisco
Posted on: December 5, 2019

Job Description:

DescriptionPlease email Ren at with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below.Do you want to join a very successful and prestigious RIA with a soul? Our client has approximately $1.5Billion under management, with 32 people total and growing! Average tenure of employee's is 8 years! People love it there!As a Financial planner for this well-known RIA, you will: Working alongside and providing advisory and planning support to one of our most senior advisors (to our biggest and most valuable clients); learning how to really build deep relationships with our clients Possibly supporting the newer Associates on the team providing some light management experience. Career path to becoming a Senior Advisor in ideally -3-5 years (based on experience) if thats what you desire Really focusing on high quality financial planning Come through for our clients each day and impact their lives in a way that makes a real difference to them Work with various departments each day (Operations, Private Client Group, Business Development, Research) Every day is different (fast paced environment)RequirementsThe ideal candidate is a start-starter, a team player, energetic, proactive, hardworking, flexible and resourceful. Work experience: a minimum of 3 years providing advisory services in a client facing role Bachelor's degree CFP Certified Highly proficient in MS Office; experience with eMoney and Tamarac/AdvisorView a plus Excellent communication, organizational and interpersonal skills (integrity, humility, respect, empathy) Ability to work independently but also be a proactive contributing team member Benefits: Full medical/dental/vision, 3% safe harbor 401k, Bonus and outstanding profit sharingPerks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging professional development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail, please email your updated resume at or call (415) 434-1900 extension 21262.Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune magazines list of World's Most Admired Companies since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.Apply for this job now or contact our nearest office at 844.539.2523 for additional information.All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/VeteransBy clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.Salary: DOELocation: San Francisco, CADate Posted: December 1, 2019Employment Type: Full-timeJob Reference: 00412-9502331209Staffing Area: Finance

Keywords: Robert Half Finance & Accounting, San Francisco , Financial Planner - $1.5B AUM RIA, Accounting, Auditing , San Francisco, California

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