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Wealth Advisor

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Robert Half

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Location:
United States , Mountain View

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

Step Into a Lead Planner Role — Real Client Exposure, Real Growth

Job Responsibility:

  • Partner directly with senior advisors in client meetings and relationship management
  • Translate client goals and financial data into comprehensive planning strategies
  • Build and refine financial plans, investment frameworks, and client deliverables
  • Collaborate across investments, planning, and client service teams to execute strategies
  • Support implementation—working alongside CPAs, attorneys, and other external partners
  • Prepare polished presentations and communications for clients and prospects
  • Help enhance internal systems, workflows, and planning tools

Requirements:

  • 6+ years in wealth management, financial planning, or adjacent experience (tax, investments with HNW clients)
  • A credential such as CFP, CFA, CPA, or JD
  • Strong client presence with the ability to explain complex strategies clearly
  • A relationship-first mindset with sharp analytical instincts
What we offer:
  • Profit-sharing on top of bonus compensation
  • 240 hours of work-from-anywhere flexibility annually
  • Full support for continued education and certifications
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 04, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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