Specialized Roles:
Financial Planner at RIA
Job in
Mountain View, Santa Clara County, California, 94040, USA
Listing for:
Robert Half
Full Time
position
Listed on 2026-11-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
They'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 Linked In.
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