💼 Financial Planner
- Company
- Robert Half
- Location
- Sonoma, CA
- Date posted
- 2025-01-07
- Job Type
- None
- Industry
- Accounting / Finance
- Description
- Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Join a fast-growing wealth management RIA dedicated to exceptional client satisfaction and team growth Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team. This is a Hybrid role with...See full description
- Important Skills Hard skillsSoft Skills
- Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
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