• Senior Advice Strategist - Prestigious WM Firm

    Robert Half Finance & Accounting (Berkeley, CA)


    Description

    Interested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!

     

    Senior Advice Strategist (CFP® or Series 65)

     

    About the Role

     

    Join a client-centered advisory team delivering sophisticated, integrated financial plans across tax, estate, insurance, and investments. You’ll collaborate closely with advisors and cross‑functional partners to craft strategies, present recommendations, and ensure a high‑touch client experience in a fast‑paced, growth‑oriented environment.

     

    What You’ll Do

     

    + Partner with advisors to deliver client-facing advice and planning materials.

    + Lead complex plan development (cash flow, tax, insurance, estate).

    + Present strategies and recommendations to clients alongside advisors.

    + Integrate and optimize planning software and workflows.

     

    Why This Opportunity

     

    + People-first culture with strong training and career development.

    + Boutique, high-touch experience with robust resources and clear leadership vision.

    + Growing West/Midwest footprint and meaningful client impact.

    Requirements

    Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

     

    What We’re Looking For

     

    + Bachelor’s in Finance, Economics, or related field.

    + CFP® or Series 65 (required).

    + 5–7+ years of financial planning experience.

    + Deep knowledge of tax, estate, retirement, and insurance.

    + Mastery of financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office.

    + Strong communication skills; able to explain advanced strategies clearly and build trust quickly.

     

    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.

     

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