Robert Half Finance & Accounting Hign Net Worth Client Associate - 15% 401k! in san francisco, California

For immediate consideration, please email your resume to This firm is a prominent employee-owned investment manager with offices around the globe. The firm manages equities, fixed income, private equity and hedge fund portfolios for institutions and advisors worldwide. They're known for excellent tenure, stability and a long-term focus. The hiring Advisor is exceptional! He runs a very successful book of $850M AUM primarily comprised of Private Clients and some smaller Institutional clients. The Role

  • Act as a liaison between Wealth Advisor, Portfolio Managers, Asset Management Business Control, Private Client Services.

  • Monitor trades, cash flow, debits, margin, tech shorts, performance, transfers, allocations, fees etc. by utilizing various in house portfolio systems.

  • Provide customized reporting and analysis to clients. Assist with various ad-hoc, marketing, and administrative duties to help drive the business forward. This position also offers a competitive compensation package and a 15% 401K CONTRIBUTION from the firm! Wow

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on FortuneĀ® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 844.539.2523 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

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Req ID: 00412-9501287458

Functional Role: Relationship Manager

Country: USA

State: CA

City: san francisco

Postal Code: 94111

Compensation: $85,000.00 to $95,000.00 per year

Requirements: For immediate consideration, please email your resume to Ideal candidate:

  • Series 7 66

  • 2+ years' experience in the Wealth Management industry

  • Ability to take initiative and work with minimal supervision