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Robert Half Wealth Management Associate - Massive RIA in Foster City, California

Description

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

    Requirements

Key Requirements

  • 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

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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

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.

© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/terms-of-use) .

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