Description Position Summary We are looking for a licensed financial professional to join a collaborative advisory team. This position focuses on guiding clients through their financial journey—helping them organize, plan, and invest with confidence. The role emphasizes long-term relationship building, thoughtful investment strategies, and providing clear, tailored advice. The ideal candidate is detail-oriented, communicative, and thrives in a team-based environment. This is not simply about handling accounts—it’s about fostering trust, supporting financial decision-making, and creating lasting impact for clients. Responsibilities + Engage in relationship development through client referrals, networking, and professional connections. + Maintain and strengthen client relationships through consistent communication, account reviews, and planning sessions. + Deliver customized guidance on investment strategies and financial planning aligned with individual goals and risk tolerance. + Oversee investment accounts, including asset selection, due diligence, and portfolio oversight. + Support onboarding and service processes to ensure a smooth client experience. + Monitor economic trends, investment opportunities, and regulatory updates to inform client recommendations. + Operate with fiduciary responsibility while adhering to compliance standards. Benefits + Health, Dental, Vison- 100% covered for employee + premium for spouse or dependents + Life and Disability employer paid + Parental Leave + Bereavement Leave + PTO + Retirement - Simple IRA Plan - match is 3% + Client sending handbook and rates Requirements Qualifications + Bachelor’s degree in business, finance, economics, or a related discipline preferred (equivalent experience considered). + Active Series 65 license, or Series 7 with 66. + 1–2 years of experience in financial services—client-facing, investment management, or planning. + Knowledge of financial products, portfolio construction, and planning concepts. + Strong communication and interpersonal skills; ability to simplify complex information for clients. + Proficiency with CRM platforms, Microsoft Office, and financial planning tools. Preferred + CFP® designation, or currently pursuing certification. + Background working with higher-net-worth clients or families. + Exposure to areas such as retirement, estate, or tax planning. + Established referral network or client relationships. 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) .