Description Anisa Henry is partnered with a growing independent wealth management firm seeking a seasoned Financial Advisor to join its team. This is an opportunity to work with an established base of high-net-worth clients while helping deepen relationships and deliver comprehensive financial planning and investment guidance. The ideal candidate is an experienced advisor who can operate independently, build trust with clients, and identify opportunities to enhance the client experience. Joining a successful, relationship-driven advisory practice with a loyal client base and strong growth trajectory, you'll work closely with firm leadership while gradually taking ownership of existing client relationships. This role offers long-term career stability, significant professional growth potential, and the opportunity to make an immediate impact within a collaborative and client-focused environment. Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry Requirements Key Responsibilities

+ Serve as a primary advisor for a group of high-net-worth clients, providing ongoing financial planning and investment guidance

+ Lead client meetings and portfolio reviews while delivering thoughtful planning recommendations

+ Advise clients on topics including retirement planning, investment strategy, insurance planning, and major life events such as home purchases or rollovers

+ Identify opportunities to deepen client relationships and provide additional planning solutions when appropriate

+ Partner closely with senior advisors to support more complex client needs and deliver a high level of service

+ Assist with onboarding and advising new clients introduced to the firm

+ Maintain accurate client records and planning documentation within the firm's CRM and planning systems

+ Stay informed on market developments and planning strategies relevant to client portfolios Requirements & Qualifications

+ Ideally 7+ years in wealth management

+ Minimum ~5 years client-facing

+ Must be very comfortable running meetings and speaking directly with clients

+ Must have CFP (ideally held for 2+ years)

+ CFA nice to have but not required

+ Strong understanding of holistic financial planning and wealth management strategies

+ Experience working with high-net-worth clients preferred

+ Excellent communication and relationship management skills with the ability to confidently lead client conversations

+ Ability to identify client needs and recommend appropriate financial planning strategies

+ Familiarity with CRM (Redtail) and financial planning (eMoney) software platforms.

+ Must be able to obtain Series 7 and 66, life insurance and annuity licenses With a strong track record of growth and a stable long-term vision, the firm offers exceptional career opportunities for ambitious advisors. You'll have the ability to expand your client base, participate in unique revenue-sharing opportunities, and shape your own career path within a supportive, growth-oriented environment. The firm also offers flexible work arrangements, making it an attractive option for professionals seeking both career advancement and work-life balance. 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 "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .