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Robert Half Logo Robert Half · Finance

Financial Advisor

United States, San Francisco Employment contract 140000.00 USD / Year · Job Posted June 29, 2026
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Job Description

If you're a Financial Advisor looking for more than just another advisory role, this is an opportunity to join a fast-growing independent wealth management firm where you'll have real client ownership, direct access to leadership, and a clear path for long-term growth. This isn't a place where you're buried under layers of bureaucracy or competing with office politics. You'll join a close-knit team of experienced advisors that values collaboration, work-life balance, and delivering truly personalized financial advice.

Job Responsibility

  • Build long-term relationships with clients and serve as their trusted advisor
  • Develop personalized financial plans and investment strategies
  • Manage an existing client base while helping grow the business organically
  • Conduct portfolio reviews and provide ongoing planning guidance
  • Collaborate closely with an experienced team in a highly supportive environment

Requirements

  • 3–10+ years of wealth management experience
  • CFP®, CFA®, or actively pursuing CFP certification
  • Experience managing private client relationships
  • Strong financial planning and investment knowledge
  • Passion for delivering an exceptional client experience

What we offer

  • Existing clients assigned
  • Flat organization with direct access to firm leadership
  • Collaborative, client-first culture with excellent work-life balance
  • Hybrid flexibility with the option to work from either the San Francisco or Walnut Creek office
  • Strong compensation, bonus potential, and continued career growth
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