Lead Financial Planner
Robert Half
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit SharingThey'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.
Vacancy posted 2 days ago
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