Robert Half Finance & Accounting Financial Planning Associate - Wealth Mgt Experience MUST in San mateo, California
Please email Ren at firstname.lastname@example.org with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below. Our client is a as an independent investment advisory firm with approximately $1.2 Billion under management. The company serves the investment needs of families, individuals, foundations, and endowments, as well as business-owners seeking advice with their pension and profit-sharing plans. You will work directly with advisors, offering planning support and client relationship management support. The great thing is you're not locked to one repetitive task, you can move around take on projects and explore other facets of the business to continue to develop.
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.
© 2017 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
Req ID: 00412-9500607913
Functional Role: Relationship Manager
City: San mateo
Postal Code: 94401
Requirements: The ideal candidate MUST have 1+ years of wealth management and para planning experience. Bonus if you are highly proficient in MS Office; experience with NaviPlan/eMoney and Tamarac/AdvisorView. Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, encouraging professional development, and great PTO policy. It's a true family environment. Everyone cares and helps each other out. There's even a Chief Fun Officer - two people are given that role per quarter to plan an event for fun for the firm. For details on salary, benefits and more detail, please email your updated resume at email@example.com or call (415) 434-1900 extension 21262