Wealth Advisor/Portfolio Manager

Description

Jeff Abrams with Robert Half is thrilled to partner with an exceptional company in the search for a Wealth Advisor/Portfolio Manager to join their esteemed team. Our client is dedicated to providing unparalleled service and support to their clients, and they are seeking a passionate and driven individual to contribute to their continued success.

Position Overview: You would be managing portfolios (equities, fixed income, mutual funds/ETFs) and overseeing the asset allocations, trades, position balances and tax management at year end.

Requirements

Keys

• 5+ years of wealth management experience ideally with portfolio review and management experience.

• Knowledge of SMA's and retirement account management preferred.

• CPA, CFP, or CRPC or other credential is a plus.

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 (~~~) 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 ~~~ for more information.

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