Associate Financial Planner Job at Robert Half (San Francisco)

Financial Aid Planner

Come care with us at American Career College where you will meet with students a...

Location

United States , Richardson

Salary:

Not provided

American Career College

Expiration Date

Until further notice

Requirements

Minimum of 1 year’s experience as a customer service provider in a professional environment
Ability to demonstrate the highest levels of integrity and professional ethics in all aspects of the job function
Ability to demonstrate excellent communication skills through active listening and delivery of information clearly and effectively
Ability to demonstrate excellent customer service skills, with a professional, helpful, and positive demeanor
May not be in default on a federal student loan or owe repayment on a federal grant
Consent to audio and video record student financial aid appointments and overviews for training and quality assurance purposes required
Associate's Degree from an accredited College or University preferred

Job Responsibility

Meeting with students and prospective students to provide information regarding costs of attendance, available financial aid options, and student loan counseling
Reviewing documentation, forms and other information provided by students to ensure accuracy and completeness, update electronic student file appropriately based on information received, and scan documents into Image Now
Reviewing student records to ensure any discrepant or conflicting information is appropriately resolved, and documents same
Reviewing ISIR data to ensure c-codes are appropriately resolved and required verification items are requested, and document actions or resolutions are fully in the student electronic file
Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling
Providing in-person student loan counseling for those who are unable to complete online counseling

What we offer

medical
dental
vision
flexible spending accounts
401(k) match
paid time off
holidays
parental leave
tuition reimbursement
adoption assistance

Fulltime

Associate Advisor

Our client, a top-tier Registered Investment Advisor with $10 billion in assets ...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years of experience with an RIA or similar organization, with a proven track record of engaging directly with high-net-worth clients
Certified Financial Planner (CFP) designation is a must
Exceptional ability to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior outcomes

Job Responsibility

Be the go-to contact for client communications, building lasting relationships
Assess client portfolios and deliver strategic, personalized recommendations
Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations
Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies

What we offer

comprehensive healthcare benefits
generous paid time off
strong commitment to professional growth

Fulltime

Senior Wealth Planner

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping ...

Location

United Kingdom , Birmingham

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
Experience offering personalised planning and investment advice, with a solid understanding of financial markets, products, and regulations
Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust
A careful approach to identifying and managing risk, while maintaining high standards of compliance

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

What we offer

Hybrid working
modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
supportive and inclusive culture and environment

Fulltime