Financial Advisor

Description Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a growing wealth management firm where you can make a real difference by helping clients plan for their future and build lasting relationships. This role focuses on more than just financial returns; it’s about creating meaningful experiences for clients.This is your chance to dive into every aspect of wealth management, working alongside inspiring leaders who are dedicated to your success. Enjoy a workplace that values work-life balance, teamwork, and offers endless opportunities for growth and advancement.Responsibilities:

Build personalized financial strategies using top tools and resources.

Meet with clients, take notes, and follow up on action items.

Help onboard new clients and build long-term relationships, including working with a CPA firm for investment support.

Check financial documents for accuracy, including insurance, earnings, and expenses.

Help prepare recommendations for life, disability, and long-term care insurance.

Track client interactions using CRM software and handle communications with custodians and Broker-Dealers.

Help create client presentations and investment reports.

Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Requirements

3–5+ years in wealth management with knowledge in financial planning and investment strategies.

Proficient with Schwab platform

Experience with eMoney and Redtail CRM is a plus.

Bachelor’s degree required

FINRA Series and CFP® or ChFC® is a plus but not mandatory.

Strong analytical and problem-solving skills.

Ability to clearly communicate with clients and handle sensitive information professionally.

A strong drive to grow and succeed professionally.

Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. 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 (https://www.roberthalf.com/us/en/mobile-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.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .