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Licensed Client Service Associate - $450M RIA

Robert Half Oakland ,CA
  • Posted: July 13, 2020
  • Full-Time

DescriptionPlease email Ren at ren.friedman@roberthalf.com with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below.Exciting opportunity to join a FAST GROWING RIA! Our client is an independent, fee-only, and cutting edge management boutique providing both financial planning and investment management services to individuals and families with AUM of about $450M. You will be working along side the executive team, financial advisors, and client service associates to build and maintain client relationships by providing stellar service.You will sit in meetings with the Lead Advisors, collect data on clients, create financial plans and present to clients.

Work with advisors to learn and participate in all aspects of the wealth-management process. Help gather client data and personal and financial goals. Analyze and evaluate client financial documents.RequirementsThis is a great opportunity to join a growing firm and really help to build out the operational infrastructure.

The ideal Licensed Client Service Associate candidate: 4+ years of client service experience in wealth management Active series 7 & 66 or 7 & 63 and 65 Excellent communication skills] Must be highly detail orientedPerks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging professional development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail, please email your updated resume at ren.friedman@roberthalf.com or call (415) 434-1900 extension 21262. Robert Half Finance & Accounting matches skilled finance and accounting professionals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis.

Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities - fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets. From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work.

Our company has appeared on FORTUNE's "Most Admired Companies" list every year since 1998. Download our mobile app to take your job search on the go! Contact your local office at 888.490.5461 or visit www.roberthalf.com/jobs/finance to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

2020 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/VeteransBy clicking 'Apply Now' you are agreeing to Robert Half Terms of Use. Salary: DOELocation: Oakland, CADate Posted: July 29, 2020Employment Type: Full-timeJob Reference: 00412-9502638431Staffing Area: Full-Time Accounting u0026 Finance

Robert Half

Address

Oakland, CA
94606 USA

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