Lead Financial Planner at RIA

Robert Half • Mountain View, CA • 1h ago

Description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.

Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Up to $140k 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.

Requirements

2+ 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 Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.

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. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

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 roberthalf.gobenefits.net for more information.

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