Financial Planner
- Mountain View, CA, United States
$100,000 to $160,000 USD / year
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Job details
- Pay
- $100,000 to $160,000 USD / year
- Apply by
- Experience
- 3+ years of financial planning experience in a RIA
- Posting language
- English
- Posted
Original job description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing!
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.
Some Responsibilities:
- Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.
- Collect and analyze client financial information.
- Develop financial plans, investment policies, and portfolio reports.
- Implement and monitor plans, coordinating with external advisors.
- Prepare client communications and presentations.
- Maintain client and prospect databases.
- Assist with technology integration and document management.
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
- 3+ years of financial planning experience in a RIA
- Must be at least already in the CFP program if currently not a CFP
- Must have strong communication and relationship building skills
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.