Wealth Management Advisor & Financial Planner

Financial Advisor | Substantially Higher Revenue Compensation | Own Your Book | Long-Term Ownership Potential

Are you a successful Wealth Advisor who has built a valuable client base—but feels like your current firm benefits more from that success than you do? This is an opportunity to join a growing independent wealth management firm offering something meaningfully different: substantially increased revenue-based compensation, true ownership of your book of business, significant growth potential, and a potential path to future ownership in the firm.

We are looking for an experienced Wealth Management Advisor & Financial Planner who wants to build something for the long term—not simply manage someone else's book.

Why Advisors Will Want to Hear About This

• Substantially increased revenue compensation with the opportunity to directly participate in the value you create
• True ownership of your book of business and the client relationships you build
• Significant upside as your book grows
• Potential path to future ownership for the right long-term contributor
• Join a growing independent firm where you can have a meaningful impact on its future
• Opportunity to combine wealth management, investment strategy, and comprehensive financial planning
• Build long-term client relationships without feeling like just another producer inside a large institution

The Role

You will serve as a trusted advisor to clients while developing comprehensive financial plans tailored to their goals. This is a true combination of relationship management and technical financial planning. You will:

• Build, own, and deepen long-term client relationships
• Advise clients on investment decisions, portfolio strategy, and wealth management
• Develop comprehensive financial plans covering retirement, tax strategy, insurance, and estate planning
• Conduct detailed discovery and ongoing planning meetings
• Regularly review and update financial plans as client circumstances evolve
• Grow your book through relationships, referrals, networking, and community involvement
• Play an increasingly important role in the growth and future direction of the firm

Qualifications:

What We're Looking For

• CFP® required or within 12 months of completion
• Approximately 4–8+ years of wealth management, financial planning, or advisory experience
• Strong client relationship and business-development skills
• Ability to deliver detailed, comprehensive financial planning—not simply investment management
• Working knowledge of tax, retirement, insurance, and estate planning concepts
• Bachelor's degree in Finance, Business, Economics, or related field
• Entrepreneurial mindset with the desire to build a valuable long-term book of business

Compensation

$80,000.00-$200,000.00 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.

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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