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Associate Financial Advisor

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Robert Half

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Location:
United States , Pescadero

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth. This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment.

Job Responsibility:

  • Partner with advisors and client service teams to deliver a high-touch client experience
  • Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication
  • Build and maintain strong client relationships through proactive service and responsiveness
  • Coordinate with internal teams and outside professionals to support client needs and resolve requests
  • Participate in client meetings and support business development initiatives
  • Track client activity, maintain CRM records, and ensure timely follow-up
  • Assist with operational improvements and special projects as needed

Requirements:

  • 7+ years of wealth management or related financial services experience
  • Bachelor's degree or equivalent experience preferred
  • Series 65 and/or CFP designation preferred
  • Experience with financial planning tools such as eMoney, MoneyGuidePro, or NaviPlan
  • Strong understanding of financial planning, investments, tax, and estate planning concepts
  • Experience using CRM platforms such as Salesforce
What we offer:
  • employee ownership opportunities
  • flexible hybrid work environment
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 11, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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