Senior Wealth Advisor, Robert Half

Robert Half

Location:
United States, Marin County

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

Job Description:

Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.

Job Responsibility:

Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies
Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management
Mentor & Lead: Support junior advisors and contribute to a strong team culture
Grow the Business: Build relationships, secure referrals, and participate in networking events
Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives

Requirements:

8+ years in financial planning, wealth management
CFP® certification required
Series 65 or equivalent preferred
Expertise in investment strategies, financial planning, and compliance
Strong relationship-building skills with high-net-worth clients
Leadership experience with a mentorship mindset

What we offer:

strong career development, leadership pathways, and competitive perks
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
July 01, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Welcome to CrawlJobs.com –
Your Global Job Discovery Platform

At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.

Senior Wealth Advisor