Financial Advisor
A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location.
Key Responsibilities:
Support senior advisors with client relationship management
Build relationships with prospective clients and leverage referral networks
Develop new business through networking and centers of influence
Provide personalized financial guidance across investment, retirement, estate, tax, and insurance planning
Conduct regular client reviews and stay current on market trends
Qualifications:
Qualifications:
5+ years of experience in wealth management or financial planning
Strong communication and relationship-building skills
Ability to simplify complex financial concepts
Proven business development experience
Bachelor’s degree; Series 7 & 63 (or 65/66) required
Clean U4; Life/Health/Variable Annuity licenses and CFP® preferred
Compensation
$80,000.00-$125,000.00 YearlyAbout 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.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
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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