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Senior Advice Strategist

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:

Join a client-focused advisory team delivering sophisticated, integrated financial plans across tax, estate, insurance, and investments. In this role, you’ll work closely with advisors and cross-functional partners to design strategies, present recommendations, and ensure an exceptional, high-touch client experience in a fast-paced, growth-oriented environment.

Job Responsibility:

  • Collaborate with advisors to deliver client-facing advice and planning materials
  • Lead development of complex financial plans (cash flow, tax, insurance, estate)
  • Present strategies and recommendations to clients alongside advisors
  • Optimize planning software and workflows for efficiency

Requirements:

  • Bachelor’s degree in Finance, Economics, or a related field
  • CFP® or Series 65 certification (required)
  • 5–7+ years of experience in financial planning
  • Deep expertise in tax, estate, retirement, and insurance strategies
  • Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
  • Exceptional communication skills — able to simplify complex strategies and build trust quickly
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
January 15, 2026

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