• Financial Advisor/Planner - RIA Firm

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    Job Title: Associate Financial Advisor/Planner

     

    Salary: $85-115k+ (DOE) + Bonus

     

    Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Associate Financial Advisor. If you're looking for a place where you can grow into a Lead Advisor role, this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and offers real potential for career advancement.

    Responsibilities:

    + Be the main point of contact for clients and handle all communications.

    + Work closely with the Lead Advisor to ensure quick, complete responses.

    + Track tasks and follow up on pending items.

    + Take charge of addressing and solving client concerns.

    + Get to know each client’s needs and preferences to represent them effectively.

    + Team up with internal teams to improve client service and processes.

    + Manage client relationships, prep materials for meetings, and provide ongoing support.

    Requirements

    + Bachelors Degree or 2+ years as a Wealth Advisor at an RIA firm

    + Must possess one of the following: Series 65, CFA, or CFP

    + Experience with Redtail, Orion, eMoney, or Morningstar

    + Familiarity with Schwab custodian is a plus

    + Demonstrates professionalism in business conferences and client meetings.

     

    Excited about the role or have questions? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.

     

    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) .