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RH
Robert Half
Financial Advisor | Boutique RIA Firm
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on California data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$101,308 / year median in California
-0% projected decline
Job Description
Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.
Financial Advisor - San Mateo CA (Hybrid)A growing, client-centric wealth management firm in San Mateo is expanding its advisory team and seeking an experienced Financial Advisor to join the practice. This is an excellent opportunity for a relationship-driven professional who enjoys delivering comprehensive financial planning to high-net-worth clients.
Key ResponsibilitiesServe as the primary advisor for a portfolio of high-net-worth clients, delivering ongoing financial planning and investment guidanceLead client meetings and portfolio reviews, providing thoughtful and strategic recommendationsAdvise on retirement planning, investment strategy, insurance, and major life events (e.g., home purchases, rollovers)Identify opportunities to deepen client relationships and introduce additional planning solutionsPartner with senior advisors on complex client needs while maintaining a high-touch service modelSupport onboarding and integration of new clients into the firmMaintain accurate client records and financial plans within CRM and planning systemsStay current on market trends and evolving financial planning strategies
Financial Advisor - San Mateo CA (Hybrid)A growing, client-centric wealth management firm in San Mateo is expanding its advisory team and seeking an experienced Financial Advisor to join the practice. This is an excellent opportunity for a relationship-driven professional who enjoys delivering comprehensive financial planning to high-net-worth clients.
Key ResponsibilitiesServe as the primary advisor for a portfolio of high-net-worth clients, delivering ongoing financial planning and investment guidanceLead client meetings and portfolio reviews, providing thoughtful and strategic recommendationsAdvise on retirement planning, investment strategy, insurance, and major life events (e.g., home purchases, rollovers)Identify opportunities to deepen client relationships and introduce additional planning solutionsPartner with senior advisors on complex client needs while maintaining a high-touch service modelSupport onboarding and integration of new clients into the firmMaintain accurate client records and financial plans within CRM and planning systemsStay current on market trends and evolving financial planning strategies
Benefits
- Dental Insurance