Wealth Advisor Job at Robert Half (Mountain View)

Wealth Advisor

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

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

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 (for contract/temporary professionals)
eligibility to enroll in company 401(k) plan (for contract/temporary professionals)

Fulltime

Wealth Advisor

A growing independent wealth management firm is expanding its team. Known for de...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in wealth management or financial services
Active Series 65, CFP, CPA, or CFA required
Strong understanding of financial planning and fiduciary standards
Excellent communication, organization, and relationship management skills
Experience with financial planning and CRM platforms preferred (eMoney, Orion, Practifi, Schwab Advisor Center)
Collaborative mindset with a strong desire to learn and grow in a fast-paced environment

Job Responsibility

Prepare and update financial plans using planning software
Support advisors with comprehensive financial planning and client service
Participate in client meetings and maintain ongoing client relationships
Assist with account administration, investment service requests, and portfolio maintenance
Help improve workflows, processes, and client service delivery
Collaborate with advisors and internal specialists to support client goals
Stay current on compliance requirements, firm policies, and industry trends

What we offer

competitive compensation with bonus potential
strong benefits
educational support
clear long-term growth opportunities

Fulltime

Wealth Advisor

Jennifer Fukumae with Robert Half is working with a high-performing, independent...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

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 (for contract/temporary)
401(k) plan (for contract/temporary)

Fulltime

Wealth Advisor

Citizens employs a group of experienced advisors that help individuals and famil...

Location

United States , Lansdale; Chalfont

Salary:

105000.00 - 250000.00 USD / Year

Citizens Bank

Expiration Date

June 26, 2026

Requirements

Series 7, 63, 65 (or 66) active and valid
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services
Demonstrated track record in new business development and client book management
Proven experience in a team-oriented consumer bank setting
Familiarity with servicing high-net-worth individuals
Comfortable operating in a dynamic, entrepreneurial environment
Bachelor’s degree is preferred

Job Responsibility

Develop a high-quality wealth management practice that provides a personalized wealth management strategy
Enhance and preserve relationships with key partners to boost client introductions and engagement
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities
Grow existing relationships through partnership referrals
Tailor wealth management planning to meet client needs
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

Wealth Advisor

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

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

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

Fulltime

Wealth Advisor

A wealth management firm is seeking a client‑focused Wealth Advisor to lead plan...

Location

United States , Parsippany

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree or higher
FINRA Series 7 and 66 (or 63/65)
CFP required
Experience with goals‑based planning tools (eMoney, MoneyGuidePro, etc.)
Strong communication and presentation skills
Ability to explain complex financial concepts clearly
Detail‑oriented, organized, and a strong problem‑solver
Wealth management experience with sound judgment and client‑first mindset
Collaborative and comfortable working in a small‑firm environment

Job Responsibility

Lead discovery, planning, and review meetings with new and existing clients
Manage a select client portfolio and provide ongoing financial guidance
Review portfolios, adjust allocations, and identify new planning opportunities
Develop customized financial, tax, estate, and retirement strategies
Collaborate with the Portfolio Manager to ensure appropriate investment positioning
Coordinate client needs across internal teams and maintain accurate documentation
Support onboarding, research, and client service activities
Build strong client relationships and help grow the business through referrals

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Wealth Advisor

The Wealth Advisor focuses on deepening relationships with an established base o...

Location

United States , New York City

Salary:

200000.00 - 250000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
At least 7 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of investments, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

New

Virtual Wealth Advisor

Citizens Wealth Management is honored to be a high quality provider in the inves...

Location

United States , Boston

Salary:

65000.00 - 70000.00 USD / Year

Citizens Bank

Expiration Date

July 10, 2026

Requirements

Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments

Job Responsibility

Focus on clients: Aspire to deliver world-class customer service
Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience
Build book of business: Proactively seek ways to develop and expand client relationships
Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills

What we offer

Competitive pay
Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs

Fulltime

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