• Financial Advisor

    Robert Half Finance & Accounting (Harrisburg, PA)


    Description

    We are looking for a dedicated licensed Financial Advisor to join our team in Harrisburg, Pennsylvania. In this role, you will guide clients through personalized financial planning and investment strategies, helping them achieve their long-term wealth management goals. The ideal candidate will possess knowledge of financial markets and a strong commitment to delivering exceptional service.

    Responsibilities:

    • Develop and maintain strong relationships with clients to understand their financial objectives, risk tolerance, and investment preferences.

    • Create tailored financial plans addressing wealth management, retirement planning, estate planning, and other financial goals.

    • Analyze market trends and investment opportunities to recommend effective portfolio strategies.

    • Ensure compliance with industry regulations, company policies, and ethical standards in all financial advisory activities.

    • Expand the client base through networking, referrals, and community outreach efforts.

    • Manage and regularly review client portfolios, making adjustments based on market conditions or changing client needs.

    • Provide clients with education and guidance on financial strategies, investment options, and market trends.

    • Collaborate with other professionals, such as tax advisors and estate planners, to deliver holistic financial solutions.

    • Utilize financial tools and software to streamline planning and investment processes.

    Requirements

    • Hold relevant financial licenses such as Series 7, Series 66

    • Possess a Bachelors in Finance, economics, business, or a related field

    •Experience in financial advisory, wealth management, or investment banking.

    • Understanding of financial planning principles, investment strategies, and market trends.

    • Excellent interpersonal and communication skills with a client-centered approach.

    • Results-driven attitude with strong analytical and problem-solving abilities.

    • Proficiency in financial tools and software, as well as Microsoft Office applications.

    • Commitment to confidentiality and adherence to ethical standards with attention to detail.

     

    contact Sandi Nush 302-985-5234

     

    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) .