Robert Half Accountemps Wealth Advisor in San Francisco, California

An Investment Management firm in San Francisco is seeking a Wealth Advisor on a temporary basis to cover a maternity leave. In this role, you will be part of the growth-focused advisory team and provide excellent customer service to an array of high net worth clients. In this role, you will be supporting the Advisor with asset allocations, tax analysis, retirement analysis, and opening new accounts. This role will be starting immediately and continue until the end of the year. If interested, please apply immediately!

  • Act as point of contact for high net worth investors

  • Open new accounts

  • Invest deposits, calculate withdrawals, and prepare tax analysis

  • Execute asset allocations

To apply, please send your resume directly to Shannon.mcmahon@roberthalffs.com!

  • 5+ years of experience working with high net worth individuals

  • Knowledge of various asset classes

  • Series 7 or CFP preferred

  • Strong written and verbal communication

To apply, please send your resume directly to Shannon.mcmahon@roberthalffs.com

Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can 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." (February 1, 2018), and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888.670.5403 or visit www.accountemps.com 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.

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