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Robert Half - San Ramon, CA
posted about 2 months ago
Full-time - Mid Level
San Ramon, CA
Administrative and Support Services
About the position
The Financial Planner position at a rapidly expanding wealth management firm involves providing comprehensive financial planning and investment management services to high-net-worth individuals. The role focuses on conducting client meetings, developing tailored financial plans, and leading portfolio reviews, all while ensuring a high level of professionalism and client satisfaction.
Responsibilities
- Conduct client meetings to provide market updates, review portfolios, and gather data for comprehensive financial planning.
- Develop and present detailed financial plans tailored to client needs.
- Apply diverse financial planning strategies and techniques.
- Lead quarterly portfolio review sessions with clients.
- Proactively address client inquiries and resolve concerns.
- Prepare in-depth portfolio analyses.
Requirements
- 4+ years of financial planning experience in a wealth management firm
- CFP is a plus
- Professionalism, dependability, integrity and trustworthiness with confidential info
- Motivated self-starter, Deadline Oriented, Multi-tasking skills
- Organized with excellent attention to detail.
Benefits
- Medical insurance
- Vision insurance
- Dental insurance
- Life insurance
- Disability insurance
- 401(k) plan
