Financial Advisor
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite
Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.
This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.
Responsibilities
- Manage and advise a book of high-net-worth clients
- Develop personalized financial plans and investment strategies
- Build long-term client relationships through proactive communication and portfolio reviews
- Deliver ongoing financial planning and investment guidance
- Identify opportunities to deepen existing relationships and support business development
- Collaborate with advisors and internal teams to provide an exceptional client experience
- Stay current on market trends and economic developments to support client recommendations
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Qualifications:
- 3-10+ years of wealth management or financial advisory experience
- CFP or CFA required (or CFP near completion)
- Series 65 license or ability to obtain within 90 days
- Experience with financial planning software such as MoneyGuidePro, Wealthscape, or Advisor Center
- Strong investment knowledge and financial planning expertise
- Proven ability to build trusted client relationships and deliver exceptional service
- Excellent communication and relationship management skills
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
Compensation
$90,000.00-$150,000.00 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.
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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