Robert Half Finance & Accounting Financial Planning - Client Service Associate in San Francisco, California

For immediate consideration, please email your resume to First interviews will begin next week. A wholly owned and holistic financial planning firm in the East Bay is adding to their growing team! Reporting directly to the Senior Advisor/Planner, this person will gain invaluable experience and exposure to the fulfilling world of comprehensive financial planning and advisory for clients. This is a terrific opportunity for someone eager to learn and grow within this business and join a well-experienced, committed team. Some duties will include: - Researching client-specific issues and communicating effectively with the team and with clients. - Helping to develop, document and maintain financial planning processes and procedures. - Aiding in the review of financial strategies designed to help clients pursue their long-term goals. - Communicating with clients and interfacing with professionals inside and outside of the firm. For immediate consideration, please email your resume to

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 FORTUNEĀ® 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: 00412-9500200957

Functional Role: Relationship Manager

Country: USA

State: CA

City: San Francisco

Postal Code: 94111

Compensation: DOE

Requirements: Qualifications: - B.A. or B.S. in Finance or Economics preferred, or relevant - 1+ years (ideally 2+) in relevant environment (wealth management/investment management/financial services/wealth operations) - Excellent communication skills - written and verbal - Experience with MoneyGuide Pro strongly preferred - Eager to learn, Friendly, and professional positive attitude For immediate consideration, please email your resume to First interviews will begin next week.