What are the responsibilities and job description for the Financial Advisor at Wealth Management Firm! position at Robert Half?
**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Associate Financial Advisor Employment Type: Full-TimeLocation: San Francisco; Hybrid (2 days onsite)Comp: $90-120k Bonus Are you passionate about delivering personalized financial guidance that makes a real impact? A thriving Wealth Management Firm dedicated to helping individuals and businesses achieve their financial goals is seeking an Associate Financial Advisor to join their expanding team! This is an exciting opportunity to be part of a collaborative environment where your expertise and dedication to client success will shine. With a focus on professional growth and personalized service, this firm offers the perfect place to advance your career. Responsibilities:Collaborate with Senior Advisors to ensure that communication to the client are timely.Manage client communications via email and phone.Oversee client relationships by preparing meeting materials and offering essential support as needed.Track task progress and follow up on pending action items.Take proactive steps to address and resolve client issues and concerns.
Salary : $90,000 - $120,000
