Easter Seals Jobs

Description

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

Our client is a distinguished boutique wealth management firm known for its expertise in investment management, financial planning, and tax services, managing over $500 million in client assets. They leverage technology and cultivate a collaborative environment, committed to serving clients in a fiduciary capacity. Their practice serves a diverse clientele, including business owners, executives, and professionals from start-ups and emerging growth companies, delivering highly valued services.

Responsibilities include:

• Acting as a financial officer for clients, leading relationships and crafting personalized wealth management plans.

• Utilizing resources effectively for investment management, estate planning, tax planning, risk management, and general planning.

• Communicating the firm's unique value to prospective clients and establishing trust as their financial advisor.

• Providing strategic advice on investment management, retirement planning, tax planning, risk management, and estate planning.

• Educating clients on financial concepts to support informed decision-making.

  Requirements

• 5+ years of extensive experience in comprehensive financial planning, specializing in relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.

• Expertise in tax and/or insurance planning is an advantage.

• Certified Financial Planner (CFP) designation is required.

• Proven track record in developing and implementing comprehensive financial plans.

• Bachelor's degree in Finance, Accounting, Economics, or a related field is preferred.

• Strong skills in relationship management, communication, and project management.

• Proficiency in Microsoft Office Suite.

• Familiarity with CRM systems such as Advisor Engines or Salesforce is preferred.

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.

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