Robert Half Finance & Accounting Distinguished Wealth Manager - Associate in san francisco, California

For immediate consideration, please reply to with your resume attached. A highly sophisticated Wealth Manager with planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions is growing their team and searching for an exceptional Associate. Distinguished among major wealth managers, the firms integrated approach allows them to tailor each client's portfolio, minimizing the effects of tax and volatility. The firm reported over $80 billion in assets under management, as of 2017. We are looking for a Private Wealth Associate to work in a client facing role with a team of Financial Advisors. This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity to partner with Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, Trust Estate Planning, Retirement Planning, and Core/Discretionary Planning for high net worth clients and prospects. Private Wealth Associates will participate in a comprehensive and robust three-phase training program, spanning approximately three years. The Program will enable Associates to build a foundation of knowledge and develop skills needed to achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting. For immediate consideration, please reply to with your resume attached.

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.

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Req ID: 00412-9500722692

Functional Role: Relationship Manager

Country: USA

State: CA

City: san francisco

Postal Code: 94111

Compensation: DOE

Requirements: For immediate consideration, please reply to with your resume attached.

  • 1.5 – 3 years of experience in Wealth Management – Client Service

  • Active Series 7 and 63, or Pursuing

  • Passion for the industry and markets