Robert Half Finance & Accounting Client Service Private Wealth - Top Firm in san francisco, California

For immediate consideration, reach me at with your resume attached. This position is an opportunity to join the Top 1% of highest producing wealth advisors in the country. A powerful and growing team in the heart of SF, this position offers the exposure and training to develop in a top performing team. Having your series 7 & 66 is ideal, but if you lack one or both, the firm may sponsor you if you are the right fit for the team. Some duties they will expect of you: Assist the Financial Advisor in creating financial reports for clients, fielding client requests and outreaches, preparing analysis for prospect meetings, process transfers, wires, and or e-transfers for accounts, and assist in various marketing and business development initiatives. This role is IDEAL for a motivated and ambitious professional that wants to develop their career in holistic wealth management. For immediate consideration, reach me at with your resume attached. Compensation for this role is highly competitive.

Robert Half Finance & Accounting is the world's leader in specialized financial staffing. We provide exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in more than 340 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities.

But don't take our word for it. Our parent company, Robert Half, once again was named to FORTUNE® magazine's list of "World's Most Admired Companies" and was the highest-ranked staffing firm. (March 1, 2016), and 9 out of 10 of our clients and candidates would recommend our service to a colleague.

Contact your local Robert Half Finance & Accounting office at 844.539.2523 or visit to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

Equal Opportunity Employer M/F/Disability/Vet

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Req ID: 00412-9500194783

Functional Role: Relationship Manager

Country: USA

State: CA

City: san francisco

Postal Code: 94111

Compensation: DOE

Requirements: - 1+ years of wealth management industry experience. - Bachelors from reputable school - Ideally licenses 7 & 63 or 66 - Ambition, Humble, Hungry, Team Player. For immediate consideration, reach me at with your resume attached.