Description Our client is seeking a Service Advisor to support and deepen existing client relationships within a growing wealth management firm. This role focuses on financial planning, client service, and portfolio oversight—no business development required. Key Responsibilities: + Lead discovery, review, and planning meetings with current and prospective clients + Serve as primary advisor for select clients and manage ongoing portfolio reviews + Adjust asset allocations and identify new asset opportunities within existing relationships + Develop customized financial plans and guide clients through all stages of their financial lifecycle + Handle complex planning needs including tax, estate, retirement, and investment strategy + Collaborate with Portfolio Management, Trading, Compliance, and Client Service teams + Lead client onboarding and maintain accurate client notes + Organize tasks across the team and ensure timely follow-up Requirements Qualifications + Bachelor’s degree required + FINRA Series 7 & 66 (or 63/65) required + CFP® required + Experience with financial planning tools (eMoney, MoneyGuidePro, etc.) + Strong communication and client relationship skills + Detail‑oriented, organized, and able to prioritize + Solid wealth management acumen + Comfortable in a small growing firm's environment 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) .