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  • The site is refreshed daily to remove out-of-date content.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.
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Job Information

Robert Half Associate Advisor - Financial Advisor Track - East Bay RIA in San Ramon, California

Description

Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Join an outstanding wealth management firm in the East Bay as an Associate Advisor. Enjoy a hybrid role with flexibility and ample growth opportunities, working alongside a fantastic team to gain industry experience and support Senior and Lead Advisors. Seize this chance to embark on an exciting journey towards professional fulfillment and personal success!

Some Responsibilities of an Associate Advisor Includes:

  • Support Senior and Lead Advisors in creating, implementing, and monitoring clients' financial planning and wealth management.

  • Direct client interaction, paperwork processing, and behind-the-scenes coordination with the team.

  • Review and validate client-submitted financial documents for accuracy and completeness.

  • Create recommendations based on client needs under the guidance of Senior and Lead Advisors.

  • Assist in preparing insurance proposals and quotes for various coverage types.

  • Generate Investment Review Reports and financial planning updates for client meetings.

  • Manage CRM database, workflows, and processes, assigning tasks to team members.

  • Communicate with custodians, Broker-Dealer, and other partners.

  • Process and track account transfers and money requests.

  • Maintain accounts and process necessary forms and changes.

  • Provide consistent and knowledgeable client communication.

  • Handle client service requests and escalate issues as needed.

  • Contribute to relationship marketing email communications.

  • Call prospects to introduce the firm and schedule initial appointments.

    Requirements

  • Must have a Bachelor’s degree.

  • 1-3 years of financial services experience (including wealth management internship)

  • Ability to interact with clients at a high level.

  • Critical thinking, positive attitude, and effective multitasking skills are essential.

  • Enthusiastic, eager to learn, and a team player.

  • Demonstrates a strong work ethic.

  • Excellent communication skills, both verbal and written.

  • Possesses strong organizational, follow-through, and analytical skills.

  • Capable of building and maintaining professional relationships.

  • Outgoing with a professional business-like personality.

  • Experience with eMoney is a plus

  • Series 7, 65, and/or CFP®, ChFC® or similar certification is a plus

  • Advanced computer skills, including proficiency in Microsoft Office, Excel, and Google Docs.

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

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.

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) .

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