To be considered for this opportunity, please email Jeff Abrams at [Click Here to Email Your Resum ] with your resume attached and a good time to reach you. Our client is a financial planning and CPA firm with $400M in assets under management and growing. They are an independent investment advisory firm (RIA) under the umbrella of LPL also provide tax services for individual returns, trust estate, as well as partnership and corporate needs of their clients as well ? they are a ?mini-Family Office?! ? They are seeking an Associate Advisor to join the team in their San Mateo office.? If desired, this position has long term potential to lead to a more senior role as a client facing Financial Advisor ? but the career development for this position can evolve with the individual who is hired.? ** As the Associate Advisor, you will be responsible for all daily trading activity, portfolio accounting, billing, and reporting within their portfolio accounting software Orion.?? You will be responsible for client input, maintenance, and analysis within our financial planning software.? You will become familiar with their various technology platforms - both client facing and internally.? You will be asked to interact with clients, both over the phone and in person.? You will work alongside lead advisors in the development of investment and tax planning for HNW and UHNW clientele. ? This is a terrific opportunity to learn how a successful and boutique wealth management practice operates and how to care for a large number of long term clients. This opportunity also offers great work life balance and a down to earth, tight knit team. To be considered for this opportunity, please email Jeff Abrams at [Click Here to Email Your Resum ] with your resume attached and a good time to reach you. The IDEAL CANDIDATE is someone who is interested in great mentorship and eager to learn. Additionally: ** Bachelor's degree or higher. ** Series 65 or 66. ** CFP a plus.? We will support you pursuing certification. ** 3-5 years of experience at a financial services firm.
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 has appeared on Fortune magazine's list of \"World's Most Admired Companies\" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.
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* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.