What are the responsibilities and job description for the Associate Financial Advisor/Planner position at Robert Half Recruiting?
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title : Associate Financial Advisor / Planner
Location : San Francisco; Hybrid (3 days in)
Salary : $90-115k Bonus (10-20%, depending on firm performance)
About the Company : This organization is a dedicated Registered Investment Advisor (RIA). The company places great emphasis on fostering a learning culture, education, and showing a commitment to the best interests of its clients and team.
Key Responsibilities :
- Support two lead advisors in all client communications.
- Monitor and follow up on client tasks and action items.
- Address and resolve client issues and concerns proactively.
- Develop thorough understanding of each client’s expectations and preferences.
- Manage client relationships, including preparation of materials for meetings.
Qualifications :
Unique Selling Points :
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Salary : $90,000 - $115,000
