Robert Half International Portfolio Manager for growing RIA - Oakland in Oakland, California

Description

For immediate consideration, please email your resume to Jeff at jeff.abrams@roberthalffs.com. Happy to answer any questions.

A wholly owned and holistic financial planning firm in Oakland, CA is adding to their growing team! Reporting directly CEO and COO, this Portfolio Manager 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 develop their portfolio management skills within a well-established, reputable, and growing RIA that currently manages about $600M in AUM. Not only is this an opportunity for you to secure a stakeholder position within this firm, but it will also offer you plenty of room to scale your responsibilities over time and potential own the full function of portfolio management for the firm. That's hard to find!

For immediate consideration, please email your resume to jeff.abrams@roberthalffs.com.

Requirements

Qualifications:

  • B.A. or B.S. in Finance or Economics preferred, or relevant

  • Minimum of 4+ years of investment/wealth management experience and hands on with client investment portfolios.

  • Currently pursuing a CFA or already a Charter Holder preferred.

  • Excellent communication skills - written and verbal, eager to learn, Friendly, and professional positive attitude

For immediate consideration, please email your resume to jeff.abrams@roberthalffs.com.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides 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 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on FortuneĀ® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

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.

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Location: Oakland, CA

Date Posted: February 13, 2019

Employment Type: Permanent

Job Reference: 00412-9501772387

Staffing Area: Full-Time Accounting & Finance