Oferta de trabajo: Senior Wealth Advisor - RIA

Description

*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Join a growing financial services firm committed to exceptional wealth management and financial planning. With a holistic, client-first approach, the firm helps individuals and families achieve financial success while fostering personal well-being.

This is a great opportunity to lead client relationships while growing your career in a collaborative and innovative environment. You’ll work with high-net-worth clients, provide personalized financial strategies, and help shape the firm’s future. The firm offers strong career development, leadership opportunities, and great perks.

What You’ll Do

• Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.

• Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.

• Mentor & Lead: Support junior advisors and contribute to a strong team culture.

• Grow the Business: Build relationships, secure referrals, and participate in networking events.

• Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.

*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Requirements

• 8+ years in financial planning, wealth management, or investment advisory.

• CFP® certification required; Series 65 or equivalent preferred.

• Expertise in investment strategies, financial planning, and compliance.

• Strong relationship-building skills with high-net-worth clients.

• Leadership experience with a mentorship mindset.

*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

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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