Financial Advisor | Own Client Relationships & Accelerate Yo

Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA

Financial Advisor | High-Growth Independent Wealth Management Firm

Compensation: Up to $140K Base  + Bonus

Locations: San Francisco or Walnut Creek (Hybrid 2–3 days/week)

If you're a Financial Advisor looking for more than just another advisory role, this is an opportunity to join a fast-growing independent wealth management firm where you'll have real client ownership, direct access to leadership, and a clear path for long-term growth.

This isn't a place where you're buried under layers of bureaucracy or competing with office politics.

You'll join a close-knit team of experienced advisors that values collaboration, work-life balance, and delivering truly personalized financial advice.

 What You'll Do

✔ Build long-term relationships with clients and serve as their trusted advisor

✔ Develop personalized financial plans and investment strategies

✔ Manage an existing client base while helping grow the business organically

✔ Conduct portfolio reviews and provide ongoing planning guidance

✔ Collaborate closely with an experienced team in a highly supportive environment

Qualifications:

Compensation

$100,000.00-$140,000.00 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.

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.

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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