• Senior Financial Advisor

    Robert Half Finance & Accounting (Mountain View, CA)


    Description

    About the Role

     

    A values-driven financial advisory firm is seeking a dedicated and experienced Senior Financial Advisor to join its team. This role is focused on managing and retaining client relationships, delivering comprehensive financial planning, and mentoring associate advisors. The ideal candidate is passionate about service excellence, thrives in a collaborative environment, and is committed to making a meaningful impact in clients’ lives.

     

    Core Beliefs

     

    + Clients come first—every action is in their best interest.

    + Trusted relationships are sacred and built on integrity.

    + Simplifying complexity is key to empowering clients.

    + Service should be excellent, compassionate, and impactful.

    + Teamwork and mutual accountability are essential.

    + A wealthier life includes overall well-being and balance.

    Key Responsibilities

    Client Relationship Management

     

    + Serve as the primary advisor for a portfolio of high-net-worth clients.

    + Maintain regular communication and deepen relationships with clients and their external advisors (e.g., CPAs, attorneys).

    + Lead client meetings, ensure follow-up on action items, and manage day-to-day relationship needs.

     

    Financial Planning & Analysis

     

    + Prepare and review financial documents such as balance sheets, strategic plans, estate maps, and cash flow analyses.

    + Conduct financial modeling using tools like MoneyGuide Pro and Social Security Analyzer.

    + Oversee investment policy implementation and portfolio rebalancing in collaboration with the investment team.

     

    Team Leadership & Development

     

    + Mentor and coach Associate Advisors.

    + Oversee associate team members’ work on client transactions, reporting, and account administration.

    + Contribute to internal committees focused on planning, investments, business development, and strategic goals.

     

    Operational Excellence

     

    + Ensure accurate documentation and compliance with internal systems and regulatory requirements.

    + Maintain up-to-date client records across CRM and portfolio management platforms.

    + Uphold the firm’s fiduciary standards and planning philosophy.

     

    NOTE: Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

    Requirements

    Qualifications

    + Bachelor’s degree in business, finance, accounting, economics, or related field.

    + Advanced degree or designation required (e.g., CFP®, CFA, CPA, JD, EA, Master’s, PhD).

    + 5–10+ years of experience in financial services, with at least 5 years advising clients.

    + Series 65 license preferred.

    + Proficiency in Microsoft Office and familiarity with CRM, document management, and custodial platforms (e.g., Schwab, Fidelity).

     

    Ideal Candidate Attributes

     

    + High integrity and professionalism.

    + Strong interpersonal and communication skills.

    + Detail-oriented, organized, and able to manage multiple priorities.

    + Collaborative team player with a growth mindset.

    + Committed to continuous learning and personal development.

    + Comfortable working in a dynamic, entrepreneurial environment.

     

    Note: Excited about this role? We’d love to hear from you!

     

    Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move

     

    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) .