About the Financial Advisor Role at Robert Half

Are you a growth-minded wealth management professional seeking to elevate your career in a dynamic, people-first environment? Jennifer Fukumae from Robert Half’s Financial Services Division is excited to partner with a high-growth, relationship-centered firm in San Francisco, California, to find an exceptional Financial Advisor. This high-profile position is perfect for a financial planning expert who combines deep technical knowledge with emotional intelligence, delivering customized solutions in tax, estate, insurance, and investment planning. Thrive on complex challenges, collaborative teamwork, and a commitment to excellence in a supportive culture that prioritizes mentorship and professional development. Join a team where your skills can make a real impact on high-net-worth clients while sharpening your craft through elite guidance.

Key Responsibilities

As a Lead Financial Advisor, you'll play a pivotal role in client success and firm growth. Your day-to-day will involve:

• Collaborating with advisors and cross-functional teams to craft polished client materials, summaries, and planning deliverables.
• Providing direct, sophisticated financial advice to clients alongside lead advisors.
• Leading advanced planning projects, from intricate cash flow models to tax optimization, risk assessment, and estate strategies.
• Serving as the financial planning technology expert, driving platform adoption and workflow efficiencies.
• Co-presenting strategies in client meetings, ensuring clear, actionable recommendations.
• Partnering with external experts like CPAs, attorneys, and investment pros for holistic solutions.
• Mentoring junior staff in operations and client services to build team capabilities.
• Managing complex executions like asset transfers, insurance, and documentation.
• Upholding regulatory compliance and staying ahead of industry standards.
• Contributing to process improvements and content creation to enhance client experiences.

This role demands a proactive approach to financial advisory services in San Francisco's competitive wealth management landscape.

Required Qualifications for Financial Advisors

To succeed, candidates should bring:

• A Bachelor's degree in Finance, Accounting, Business, or a related discipline.
• At least 5 years of progressive experience in financial advising, wealth management, or planning.
• Active Series 7 and Series 65/66 licenses; CFP designation highly preferred.
• Expertise in financial planning tools like eMoney, MoneyGuidePro, or RightCapital.
• Proven track record in client-facing roles with strong emotional awareness and communication skills.
• Technical proficiency in tax planning, estate strategies, insurance analysis, and investment modeling.
• Experience coaching teams and optimizing workflows in fast-paced environments.
• Knowledge of SEC, FINRA regulations, and California-specific compliance.

Ideal candidates are growth-oriented, team players passionate about delivering exceptional value in San Francisco's vibrant financial sector.

Why Join Us? Benefits and Culture

This opportunity offers more than just a job—it's a career launchpad in a high-growth firm backed by Robert Half. Enjoy a competitive salary around $140,000, plus bonuses tied to performance. Benefits include comprehensive medical coverage, 401(k) matching, generous PTO, and flexible scheduling. Immerse yourself in a people-first culture with elite mentorship, cutting-edge tech, and clear paths for advancement. Located in the heart of San Francisco, California, United States, this role positions you at the forefront of wealth management innovation. If you're ready to blend technical expertise with client relationships, apply now and transform your career with Robert Half.

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