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Lead Financial Planner
Job
Robert Half
Menlo Park, CA (In Person)
Full-Time
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73
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Job Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. 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.
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.
Some Responsibilities:
Partner withLead 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.