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Description

If you’re a growth-minded wealth management professional who thrives in a people-first culture and wants to sharpen your craft through elite mentorship, this opportunity is for you. Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a high-growth, relationship-centered firm to identify a Lead Advisor.

The Opportunity

This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.

Responsibilities

+ Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs

+ Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors

+ Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations

+ Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization

+ Co-present financial strategies and tailored recommendations during client meetings with advisory partners

+ Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions

+ Coach and develop junior team members in Operations and Client Services

+ Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management

+ Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards

+ Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities

Requirements

+ CFP® or Series 65 required

+ Bachelor’s degree in Finance or related field

+ Approximately 5–7+ years of hands-on experience delivering holistic financial planning solutions

+ Deep knowledge across key planning domains, including tax strategy, estate planning, retirement planning, and risk management

+ Demonstrated experience using financial planning platforms such as eMoney or MoneyGuidePro (or similar tools)

For fastest consideration, or to learn more about this role and other opportunities in Wealth Management, please reach out to Jennifer Fukumae on LinkedIn.

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.

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