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Financial Advisor
Job
Robert Half
San Carlos, CA (In Person)
Full-Time
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73
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Job Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they're known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what's best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. ResponsibilitiesAct as the lead advisor for a portfolio of high-net-worth clientsLead client meetings, portfolio reviews, and deliver tailored planning strategiesAdvise on retirement, investments, insurance, and major financial decisionsStrengthen and expand client relationships through proactive planningPartner with senior advisors on complex casesSupport onboarding and development of new client relationshipsMaintain accurate planning and CRM documentationStay current on markets and evolving planning strategiesFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.