What are the responsibilities and job description for the Wealth Advisor, Wealth Management position at Robert Half?
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Wealth Advisor CFP, Wealth Management Location: Peninsula, Hybrid ScheduleSalary: $150-170k Bonus Profit Sharing About the Company: Wealth Management firm specializing in serving clients in the professional services field. Key Responsibilities:Design comprehensive financial plans covering all aspects of planning such as cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.Evaluate planning scenarios, provide observations and recommendations, and present interactive financial plans during meetings.Prepare for and attend quarterly reviews with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with the custodian.Participate in business development.
Salary : $150,000 - $170,000
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