What are the responsibilities and job description for the Associate Financial Advisor/Planner, Wealth Management position at Robert Half?
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Associate Financial Advisor/PlannerLocation: 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.
Salary : $90,000 - $115,000
