• Wealth Advisor/Lead Advisor (DOE)

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    Wealth Advisor / Lead Wealth Advisor

    A nationally recognized, purpose-driven wealth management firm is seeking experienced and client-focused professionals to join its growing advisory team. With a collaborative, team-based approach and a commitment to helping clients align their wealth with their passions and purpose, this firm offers a dynamic environment for advisors who want to make a meaningful impact.

    Key Responsibilities

    Client Relationship Management

     

    + Act as a Personal CFO, leading client relationships and delivering tailored wealth management strategies.

    + Serve as the first point of contact for client communications and ensure timely, thorough responses.

    + Lead client meetings and oversee execution of post-meeting action items.

     

    Financial Planning & Strategy

     

    + Prepare and present comprehensive planning deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.

    + Provide strategic recommendations across investment management, estate planning, tax planning, and risk management.

    + Review and approve trades, portfolio rebalances, and tactical implementation steps.

     

    Team Leadership & Collaboration

     

    + Mentor and guide team members on complex planning topics and service delivery.

    + Collaborate with internal specialists and external partners (e.g., CPAs, attorneys) to achieve client objectives.

    + Lead local service teams and contribute to firm-wide initiatives and training programs.

     

    Business Development & Community Engagement

     

    + Support new client acquisition through referrals, networking, and participation in the sales process.

    + Represent the firm at public speaking engagements and community events.

    + Cultivate relationships with centers of influence and custodial partners.

     

    Compensation & Benefits

     

    + Competitive compensation based on experience and role.

    + Comprehensive benefits package including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, and wellness stipends.

    + Flexible work culture with in-office collaboration and opportunities for career growth.

    + Award-winning workplace culture focused on authenticity, inclusion, and community impact.

     

    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

    Education & Experience

     

    + Undergraduate degree required.

    + CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required.

    + 4+ years of experience for Advisor role; 6+ years for Lead Advisor role, preferably in financial or estate planning.

     

    Skills & Attributes

     

    + Expertise in estate, tax, retirement, insurance, investment, and cash flow planning.

    + Strong organizational, leadership, and communication skills.

    + Ability to manage multiple client relationships and coordinate team resources effectively.

    + High integrity, attention to detail, and a proactive, self-starting mindset.

     

    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.

     

    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) .