Robert Half Finance & Accounting Entry Client Associate - Financial Planning in Oakland, California

For immediate consideration, please reply to with your resume attached. This firm is a fee-only firm that seeks to help individuals, families and small businesses plan for financial goals. They work very closely with their clients, as a trusted advisor through a variety of planning needs, including estate matters, insurance and tax planning and investment management. They believe in teamwork, accountability and reliability. Most importantly, they want to have fun helping their clients achieve their goals. Role:

  • Assist in developing and building client financial plans, investment policy statements and portfolio reports

  • Assist in the implementation and monitoring of client financial plans—includes working with outside advisors such as estate attorneys, CPAs and insurance professionals

  • Prepare client and prospective-client correspondence and presentations

  • Expand and maintain client, advisor and prospect database

  • Assist with the integration of technology solutions/platforms

  • Assist with the implementation of a document management system For immediate consideration, please reply to with your resume attached.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company once again was named first in our industry on Fortune® magazine's list of "World's Most Admired Companies." (March 1, 2017), and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 844.539.2523 for additional information.

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.

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Req ID: 00412-9500825312

Functional Role: Relationship Manager

Country: USA

State: CA

City: Oakland

Postal Code: 94607

Compensation: $50,000.00 to $55,000.00 per year

Requirements: For immediate consideration, please reply to with your resume attached. Keys:

  • Must have very strong communication and relationship building skills

  • Must be analytical

  • Excellent Excel skills are a big plus

  • Paraplanner experience is a plus

  • Wealth management experience is a plus Sells:

  • The firm is doing very well (grew by $100 million since last year) and has phenomenal investment returns

  • They will cover the costs for your CFP

  • Advisor/partner track