• Financial Advisor - CFP

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Advisor at a thriving RIA. This is a full-time permanent role based in San Francisco with a Hybrid schedule.

     

    Our client is a leading Registered Investment Advisor with $10 billion in assets under management. They’re seeking an energetic and dedicated Associate Advisor to join their team. This is a great opportunity to contribute to the financial success of high-net-worth clients in a firm that values excellence, collaboration, and continuous growth.

     

    Enjoy a hybrid work model, comprehensive healthcare benefits, generous PTO, and a strong focus on professional development—all in a role designed to support a fulfilling and impactful career.

    Responsibilities:

    + Be the go-to contact for client communications, building lasting relationships.

    + Assess client portfolios and deliver strategic, personalized recommendations.

    + Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations.

    + Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies.

     

    Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

    Requirements

    + 4+ years of experience with an RIA or similar organization, with a proven track record of engaging directly with high-net-worth clients.

    + Certified Financial Planner (CFP) designation is a must.

    + Exceptional ability to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior outcomes.

     

    Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what’s out there.

     

    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) .