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Robert Half Logo Robert Half · Finance

Financial Advisor

United States, San Carlos · Job Posted June 15, 2026
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Job Description

Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance.

Job Responsibility

  • Act as the lead advisor for a portfolio of high-net-worth clients
  • Lead client meetings, portfolio reviews, and deliver tailored planning strategies
  • Advise on retirement, investments, insurance, and major financial decisions
  • Strengthen and expand client relationships through proactive planning
  • Partner with senior advisors on complex cases
  • Support onboarding and development of new client relationships
  • Maintain accurate planning and CRM documentation
  • Stay current on markets and evolving planning strategies

Requirements

  • Must have CFP® or CFA
  • 7+ years in wealth management (5+ client-facing)
  • Strong experience leading client conversations and meetings
  • Deep understanding of holistic financial planning and investment strategies
  • Experience with high-net-worth clients preferred
  • Strong communication and relationship-building skills
  • Familiarity with CRM and planning tools (e.g., Redtail, Morningstar, Riskalyze)

Nice to have

Experience with high-net-worth clients preferred

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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