Job Description
Description
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA overseeing $4B+ in assets under management to hire a Financial Planner. This is an excellent opportunity for a CFP® professional looking to join a collaborative advisory team and work with a strong client base.
If you are interested and would like to learn more, please apply and send Jennifer Fukumae a message on LinkedIn for quickest consideration!
Responsibilities
+ Collect and evaluate client financial information to support Advisors in developing tailored financial planning strategies
+ Participate in client meetings as a resource for specialized financial planning topics
+ Support the design, presentation, and execution of sophisticated financial plans
+ Conduct research on financial planning concepts, regulations, and strategies as needed
+ Maintain and update client data within financial planning softwa...
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA overseeing $4B+ in assets under management to hire a Financial Planner. This is an excellent opportunity for a CFP® professional looking to join a collaborative advisory team and work with a strong client base.
If you are interested and would like to learn more, please apply and send Jennifer Fukumae a message on LinkedIn for quickest consideration!
Responsibilities
+ Collect and evaluate client financial information to support Advisors in developing tailored financial planning strategies
+ Participate in client meetings as a resource for specialized financial planning topics
+ Support the design, presentation, and execution of sophisticated financial plans
+ Conduct research on financial planning concepts, regulations, and strategies as needed
+ Maintain and update client data within financial planning softwa...