Description We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation. Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf Responsibilities: • Advise clients on estate planning strategies to protect and manage their assets effectively. • Develop tailored tax planning solutions to optimize financial outcomes for clients. • Conduct detailed investment analyses to identify opportunities and mitigate risks. • Build and maintain strong client relationships by providing exceptional service and clear communication. • Collaborate with clients to create comprehensive financial plans that align with their long-term goals. • Monitor market trends and equity investments to provide informed recommendations. • Prepare detailed reports and presentations to communicate financial insights and strategies. • Ensure compliance with financial regulations and industry standards in all advisory services. • Utilize advanced financial tools and software to enhance analysis and decision-making processes Requirements • Minimum of 5 years of experience in financial advising, investment analysis, or similar roles. • Strong knowledge of estate planning and tax strategies. • Proficiency in equity investment and portfolio management. • Excellent client relations skills, with the ability to build trust and rapport. • Skilled in preparing and presenting complex financial reports. • Familiarity with financial tools and software for analysis and planning. • Ability to stay updated on market trends and industry regulations. • Bachelor’s degree in Finance, Economics, or a related field; advanced certifications are a plus. 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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .