CFP - Financial Planner - Fast Growing RIA

at  Robert Half

Please reach out to Ren Friedman via Linkedin with your updated resume to be considered for the opportunity below. Or email ren.friedman at roberthalf with your updated resume.
Our client provides financial planning and investment management solutions to high-net worth families, corporate executives, and business owners. The firm has $1B in AUM. Growth year over year is 24%!
Responsibilities
Assist two lead advisors who are approachable, cooperative, and focused on education.
Act as the main contact for all client interactions.
Work closely with the Lead Advisor to provide prompt and thorough responses.
Track task progress and ensure follow-up on pending items.
Proactively handle and resolve any client issues or concerns.
Develop a deep understanding of client expectations and preferences to effectively represent their interests.
Work with internal teams to enhance client service procedures and workflows.
Oversee client relationships, including preparing materials for meetings and offering required support.

REQUIREMENTS:

5+ years in experience at an RIA or similar organization with direct experience planning and interfacing with high net worth private clients
CFP is a must!
Ability to handle multiple high status client relationships and maintain organization across teams and customers to ensure effectiveness

Please refer the Job description for details