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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‑focused advisory team delivering sophisticated, fully integrated financial plans across tax, estate, insurance, and investment disciplines. In this role, you’ll collaborate closely with advisors and cross‑functional partners to craft strategies, prepare planning materials, present recommendations, and help deliver a high‑touch client experience in a fast‑paced, growth‑oriented environment.

Job Responsibility:

  • Partner with advisors to prepare and deliver client‑facing advice and planning materials
  • Lead advanced plan development, including cash‑flow modeling, tax strategies, insurance analysis, and estate planning
  • Present financial strategies and recommendations to clients alongside advisors
  • Leverage and optimize planning software, tools, and workflows to enhance efficiency and client experience

Requirements:

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

Additional Information:

Job Posted:
January 22, 2026

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