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Robert Half Associate Wealth Advisor- Successful Investment Firm in Los Gatos, California

Description

HOT NEW JOB!!! HIRING ASAP!! IF YOU ARE INTERESTED AND FOR PROMPT REPLY, PLEASE EMAIL YOUR RESUME TO MY LINKEDIN AT JAYVELLE CASTANEDA. THANK YOU!!

Company:

For over 30 years, this successful investment management firm with around $4 billion in assets under management. The firm has provided portfolio management for individuals, retirement accounts, trusts, family offices, corporations, endowments and foundations across separately managed accounts and mutual funds.

Associate Wealth Advisor:

The candidate will work directly with the wealth advisory team to create comprehensive wealth plans that aligns with each client’s goals and values in a fast-paced environment under the direction of the Director of Wealth Management.

  • Work with the Wealth Advisory team to provide comprehensive wealth management solutions to high-net-worth clients and serve as a trusted wealth advisor

  • Prepare thoughtful, customized comprehensive wealth management plans and portfolios by conducting research and analysis of potential client solutions

  • Play an active role in supporting, retaining and building meaningful client relationships

    Requirements

Keys:

• 2+ years of experience working in wealth management, financial planning, accounting, law firm, or other financial service organization

• CFP is preferred and Series 65 is required or must be obtained within 3 months of employment

• Ability to work independently, take initiative and manage multiple projects simultaneously

FOR DETAILS OF THE FIRM, SALARY AND BENEFITS, PLEASE EMAIL YOUR RESUME TO MY LINKEDIN AT JAYVELLE CASTANEDA. THANK YOU!!

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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. 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.

© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/terms-of-use) .

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