Robert Half Wealth Management Associate - Massive RIA in Foster City, California
This job will not be open for long!!
For faster consideration, please view my Linkedin under Charlie O'Brien and email me your resume.
Our client is an independent, employee owned registered investment advisor with $9B in assets under management.
They are looking for exceptionally motivated professionals to join the Foster-City based team as an Associate.
This highly operational, yet analytical role will work to manage important elements of the client relationship. This role will help build the foundation you need to successfully grow within the company and in the UHNW industry. Duties and responsibilities include, but are not limited to:
- Support the Partners and their team by providing operational functions such as:
o Money movement (i.e. wire and journals)
o Account creation and maintenance
o Ad hoc project management
o Portfolio performance updates
o Data management and analysis
Communicate with clients regarding transactions, such as asset transfers and account opening procedures
Participate in educational sessions with the senior team members to expand the Associate’s knowledge of the markets and the business
1-3 years of relevant work experience, ideally in wealth management or alternative investments
Deep curiosity about the financial markets
Exceptional organizational skills and attention to detail, ability to think critically and anticipate issues
Degree from a reputable university with a GPA minimum of 3.4.
For details on salary and benefits, please view my LinkedIn under Charlie O'Brien and email me your resume
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Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.