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Senior Advice Strategist

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Berkley

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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-centered advisory team delivering sophisticated, integrated financial plans across tax, estate, insurance, and investments. You’ll collaborate closely with advisors and cross‑functional partners to craft strategies, present recommendations, and ensure a high‑touch client experience in a fast‑paced, growth‑oriented environment.

Job Responsibility:

  • Partner with advisors to deliver client-facing advice and planning materials
  • Lead complex plan development (cash flow, tax, insurance, estate)
  • Present strategies and recommendations to clients alongside advisors
  • Integrate and optimize planning software and workflows

Requirements:

  • Bachelor’s in Finance, Economics, or related field
  • CFP® or Series 65 (required)
  • 5–7+ years of financial planning experience
  • Deep knowledge of tax, estate, retirement, and insurance
  • Mastery of financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
  • Strong communication skills
  • able to explain advanced strategies clearly and build trust quickly
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
January 15, 2026

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