What are the responsibilities and job description for the Associate Planner at Thriving Wealth Management Firm position at Robert Half?
Description
Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Join our client, a thriving RIA. They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. With $100 million growth since last year and outstanding investment returns, this firm is on the rise.
Some Responsibilities Of a Financial Planner Include
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to
Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Join our client, a thriving RIA. They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. With $100 million growth since last year and outstanding investment returns, this firm is on the rise.
Some Responsibilities Of a Financial Planner Include
- Collaborate with Lead Advisors: Attend meetings, gather client data, create financial plans, and present to clients.
- Engage with Advisory Group, Investment Department, and Client Services Department in wealth-management processes.
- Assist in collecting client data and defining goals.
- Analyze client financial documents.
- Contribute to creating financial plans, investment policy statements, and portfolio reports.
- Implement and monitor client financial plans, collaborating with external advisors.
- Prepare client correspondence and presentations.
- Maintain databases for clients, advisors, and prospects.
- Assist in integrating technology solutions.
- Support document management system implementation.
- At least 2 years of financial planning experience in a RIA (e.g. Paraplanner)
- Must be at least already in the CFP program if currently not a CFP
- Must have strong communication and relationship building skills
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to
Salary : $90,000 - $130,000
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