Student Veterans of America Jobs

Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

Here are a few things you should know:
  • This site is mobile friendly. You do not need a log-in or password to access information.
  • Jobs on this site are original and unduplicated and come from three sources: the Federal government, state workforce agency job banks, and corporate career websites. All jobs are vetted to ensure there are no scams, training schemes, or phishing.
  • The site is refreshed daily to remove out-of-date content.
  • The newest jobs are listed first, so use the search features to match your interests. You can look for jobs in a specific geographical location, by title or keyword, or you can use the military crosswalk. You may want to do something different from your military career, but you undoubtedly have skills from that occupation that match to a civilian job.
Home View All Jobs (2,283,224)

Job Information

Robert Half Financial Advisor - employee owned RIA in San Francisco, California

Description

If you are interested, please view my Linkedin under Charlie O'Brien and shoot me a message!

Our client is an independent registered investment advisor (RIA) based in San Francisco. Their expertise lies in delivering tailored investment management strategies and solutions to a diverse clientele, encompassing institutions, limited partnerships, family offices, executives, entrepreneurs, and private clients. They offer a wide array of financial services with guiding clients towards the attainment of their financial and investment objectives as the core of their approach.

Role Description

  • The role involves providing comprehensive financial planning and investment advisory services to clients.

  • The Financial Advisor will be responsible for developing personalized investment strategies and providing financial guidance to clients.

  • The Financial Advisor will have clients assigned to them and is responsible for ensuring exceptional client service and ongoing support.

  • This role requires direct, daily interactions with clients and team.

  • This individual should be comfortable working with sophisticated clients in a team-based environment. This is a hybrid role with the ability to work from San Francisco Bay Area offices.

    Requirements

Qualifications

  • Minimum 5 years of relevant finance advisory experience

  • Professional certification(s), such as CFA or CFP designations required

  • Bachelor's degree in finance, business administration, economics, or related field

  • Series 65 license or willingness to obtain within first 90 days of employment

  • Experience with Money Guide Pro, Fidelity’s Wealthscape, Schwab’s Advisor Center

  • Proven ability to service private client advisory relationships

  • Retain existing clients and cultivate additional business from existing and new clients

  • Proactively contact clients for portfolio reviews and updates

  • Experience in financial advisory and planning

  • Strong knowledge of investments and staying current on economic/market events

  • Effective communication and interpersonal skill

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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

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. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 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/us/en/terms) .

DirectEmployers