Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our esteemed client, a nationally renowned RIA overseeing approximately $10 billion in assets, is seeking a dynamic Associate Advisor to join their team in the vibrant landscape of San Francisco.
With comprehensive healthcare, ample paid time off, professional growth initiatives, and a dedication to personal well-being, this opportunity transcends mere employment it's a chance to contribute to something exceptional.
Key Responsibilities of an Associate Advisor :
- Provide financial planning support to clients.
- Act as the primary point of contact for client communications.
- Assess client portfolios and provide recommendations.
- Develop detailed materials for client meetings, incorporating analyses of cash needs and asset allocation.
- Prepare periodic spreadsheet analyses for complex financial matters, such as tax loss harvesting, stock options, and strategies pertaining to restricted wealth transfer.
Requirements :
- 4+ years of experience at an RIA or a similar organization, with direct involvement in planning and interactions with high-net-worth clients
- MUST have a Certified Financial Planner (CFP) designation
- Demonstrate the ability to manage multiple high-profile client relationships while maintaining organizational efficiency across teams and customers for optimal effectiveness
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
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