Description A wealth management firm is seeking a client‑focused Wealth Advisor to lead planning conversations, manage client relationships, and guide families through all stages of their financial life cycle. This role combines relationship management, financial planning, and investment oversight, with a strong emphasis on delivering personalized strategies and long‑term guidance. Responsibilities + Lead discovery, planning, and review meetings with new and existing clients + Manage a select client portfolio and provide ongoing financial guidance + Review portfolios, adjust allocations, and identify new planning opportunities + Develop customized financial, tax, estate, and retirement strategies + Collaborate with the Portfolio Manager to ensure appropriate investment positioning + Coordinate client needs across internal teams and maintain accurate documentation + Support onboarding, research, and client service activities + Build strong client relationships and help grow the business through referrals Qualifications + Bachelor’s degree or higher + FINRA Series 7 and 66 (or 63/65) + CFP required + Experience with goals‑based planning tools (eMoney, MoneyGuidePro, etc.) + Strong communication and presentation skills + Ability to explain complex financial concepts clearly + Detail‑oriented, organized, and a strong problem‑solver + Wealth management experience with sound judgment and client‑first mindset + Collaborative and comfortable working in a small‑firm environment Requirements Wealth Management, Client communications, Client conversations, Client Intake, Client management, Asset Allocation 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) .