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Company: Robert Half Finance & Accounting
Location: Oakland
Posted on: February 16, 2020

Job Description:

DescriptionIf interested, please email your resume to Charlotte Kallerman, Recruiting Manager Permanent Services - charlotte.kallerman@roberthalffs.com or call at (415) 434-1900.A privately-held, registered investment advisory firm located in Oakland, California is looking for a Paraplanner to join their team! The advisory has approximately $500 Million under management.In addition to providing Investment Management services, they also offer comprehensive Financial Planning and Career/Life Coaching.RequirementsKeys:

  • Flexible on the experience side. We would consider someone with little experience and someone with up to a few years.
  • Degree in related field and/or in pursuit of their CFP classes (preferred).
  • Experience with Charles Schwab clearing preferred
  • Bright, Humble, Hard Working and Passionate about Clients and Wealth Management.Compensation and Benefits highlights:
  • Base salary and subject to annual reviews/increases
  • For 401k, 3% safe harbor, currently 7% profit sharing (subject to change, but no plans to), 1 year waiting period for Bells contribution, 6-year vesting schedule on the profit sharing part only. Employee can contribute independently to their 401k after 3 months of employment.
  • Bart Pass or Parking is covered by the firm!
  • We do give out bonuses when we can and the EE deserves it. No formal plan to share.
  • 4-weeks PTO that starts to accumulate from date of hire.
  • Strong health benefits as well.For details on salary, benefits and more detail, please email your updated resume to charlotte.kallerman@robertshalffs.com or call (415) 434-1900.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 Fortune magazines 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 844.539.2523 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. 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/VeteransBy clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.Salary: DOELocation: Oakland, CADate Posted: February 10, 2020Employment Type: Full-timeJob Reference: 00412-9502453635Staffing Area: Full-Time Accounting u0026 Finance

Keywords: Robert Half Finance & Accounting, Oakland , Paraplanner, Accounting, Auditing , Oakland, California

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