Financial Planner, Associate Advisor - Clear Growth

Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams

I am partnered with a rapidly growing, ethics first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated advice, and playing a central role in helping clients navigate complex financial decisions. This role will align closely with a Senior Lead Advisor who wants to merge their client needs with your skills, boosting your career growth opportunity significantly.

The firm combines the personalized service and white-glove experience of a boutique advisory practice with the resources, infrastructure, and growth trajectory of a larger organization. With a strong commitment to professional development, collaboration, and long-term career growth, the firm invests heavily in helping advisors build successful and rewarding careers.

Why This Opportunity Stands Out

• Direct partnership with highly experienced advisors and leadership
• Opportunity to inherit and transition client relationships from a retiring advisor
• Clear path toward greater client ownership and revenue participation
• Comprehensive planning approach that extends beyond investments
• Collaborative, team-oriented culture with a strong "people-first" philosophy
• Significant opportunities for professional growth and advancement
• Access to sophisticated planning resources and internal specialists
• Stable platform with continued organic and acquisition-driven growth

As a Senior Financial Planner / Associate Advisor, you will serve as a trusted partner to both clients and lead advisors, helping deliver comprehensive wealth management advice while taking increasing ownership of client relationships over time. You will play a highly visible role in client engagement, financial planning, relationship management, and practice growth initiatives. This position offers a unique opportunity to work closely with established advisors while building the experience, confidence, and client relationships necessary for long-term success as a lead advisor.

Qualifications:

• 7+ years of experience in wealth management, financial planning, or private client advisory services
• Bachelor's degree or equivalent professional experience
• CFP® designation strongly preferred; Series 65 or equivalent licensing required
• Experience utilizing financial planning software such as eMoney, MoneyGuidePro, NaviPlan, or similar platforms
• Strong understanding of comprehensive wealth planning concepts
• Working knowledge across multiple planning disciplines, including investments, tax planning, estate planning, insurance, retirement planning, executive compensation, and cash flow management
• Experience using CRM platforms such as Salesforce
• Excellent communication, presentation, and interpersonal skills
• Strong organizational skills and ability to manage multiple client priorities

This role offers a rare opportunity to step into an established advisory practice, deepen your planning expertise, and gradually assume greater ownership of client relationships. For professionals seeking a pathway toward becoming a Lead Advisor, Partner, or Practice Leader, this position provides the mentorship, resources, and growth platform necessary to accelerate that journey.

Compensation

$145,000.00-$185,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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