Financial Planner for Established RIA in East Bay

Robert Half • San Ramon, CA

401d

About The Position

The Financial Planner position at an established wealth management firm in East Bay focuses on providing comprehensive financial planning and investment management services to high-net-worth individuals. The role involves conducting client meetings, developing tailored financial plans, and leading portfolio reviews, all while ensuring a high level of professionalism and client satisfaction.

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.

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.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k) plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Administrative and Support Services
• Education Level: No Education Listed