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Lead Advisor

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Francisco

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees. You’ll be part of a nationally recognized firm with a boutique feel.

Job Responsibility:

  • Act as a Personal CFO, leading client relationships and implementing holistic strategies
  • Advise on investments, estate, tax, insurance, and retirement planning
  • Prepare and present tailored financial plans, portfolios, and cash flow analyses
  • Build business by engaging attorneys, CPAs, and other centers of influence
  • Lead and mentor a service team to deliver exceptional client outcomes
  • Contribute to firm-wide initiatives and community impact efforts

Requirements:

  • 4+ years in financial or estate planning within a wealth management setting
  • Certified Financial Planner (CFP) designation (required)
  • Expertise across estate, tax, retirement, insurance, investment, and cash flow planning
  • Ability to manage multiple client relationships in a fast-paced environment
  • Strong leadership, communication, and presentation skills
  • Knowledge of advanced planning topics (e.g., tax loss harvesting, stock options)
  • Self-starter with integrity and professionalism
What we offer:
  • best-in-class training
  • leadership development
  • long-term incentives like profit-sharing
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
March 01, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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