Description As an Advisor, you will manage the day-to-day operations of client service teams, providing analytical, operational, and administrative support across the client lifecycle—from acquisition to retention. You’ll be the first point of contact for clients, helping them navigate complex financial planning strategies and ensuring their wealth aligns with their life goals. Key Responsibilities: + Serve as the primary contact for client communications and collaborate with Lead Advisors on strategic responses + Review client portfolios and recommend strategic and tactical planning opportunities + Prepare comprehensive meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis + Conduct advanced financial analysis on topics such as tax loss harvesting, equity compensation, and risk management + Review and approve trades and portfolio rebalances + Lead client meetings and ensure timely execution of post-meeting actions + Coordinate with internal teams (Tax, Investments, Estate Planning) to deliver holistic financial strategies + Mentor and guide team members on complex planning topics + Maintain and update the Wealth Management Scorecard for each client + Manage CRM documentation and ensure timely execution of intra-day requests (e.g., trades, wire transfers) Compensation & Benefits: + Competitive compensation package + Comprehensive benefits including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, wellness stipends, and more + Award-winning workplace culture focused on equity, inclusion, and personal growth + Opportunities for career advancement and community involvement Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Requirements Qualifications: + Bachelor’s degree required + CFP® designation required + Minimum of 4 years of experience in financial planning, wealth management, or related fields + Proficiency in Microsoft Office Suite; ability to learn additional systems on the job + Strong organizational skills and ability to manage multiple client relationships + Excellent communication and interpersonal skills + High integrity, attention to detail, and a proactive mindset Skills & Attributes: + Strong analytical and problem-solving abilities + Ability to prioritize tasks and manage workflows effectively + Team-oriented with a commitment to excellence + Adaptable and enthusiastic about working in a dynamic environment Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move. 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. 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. © 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) .