What are the responsibilities and job description for the Financial Advisor position at Robert Half?
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Join our client, an independent RIA in the vibrant Bay Area as a financial advisor. They craft innovative investment strategies for a diverse clientele, from institutions to entrepreneurs. Benefit from a dynamic, flat organizational structure with direct access to visionary founders. HYBRID work schedule. Transition from corporate giants to a client-centric culture. This isn't just a job—it's your gateway to a thriving community of collaboration and success.Some Responsibilities of a Financial Advisor:Offer financial planning and investment advice to clients.Develop tailored investment strategies and offer financial guidance.Manage assigned clients, ensuring top-notch service and ongoing support.Engage in direct, daily interactions with clients and team.Thrive in a team-based environment, catering to sophisticated clients.
Salary : $85,000 - $150,000
Financial Advisor
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San Rafael, CA
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San Francisco, CA