Financial Advisor - Wealth Management Firm

Description 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. If you are interested, please message Jennifer Fukumae on LinkedIn to start a conversation! Key Responsibilities + Serve as the primary advisor for a portfolio of high-net-worth clients, delivering ongoing financial planning and investment guidance + Lead client meetings and portfolio reviews, providing thoughtful and strategic recommendations + Advise 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 solutions + Partner with senior advisors on complex client needs while maintaining a high-touch service model + Support onboarding and integration of new clients into the firm + Maintain accurate client records and financial plans within CRM and planning systems + Stay current on market trends and evolving financial planning strategies Requirements + ~7+ years of experience in wealth management, with at least 5 years in a client-facing advisory role + Proven ability to independently lead client meetings and manage relationships + CFP designation preferred (ideally held for 2+ years) + Strong expertise in holistic financial planning and wealth management strategies + Experience working with high-net-worth clients + Excellent communication and relationship management skills + Ability to assess client needs and deliver tailored financial solutions + Familiarity with CRM and financial planning tools (e.g., Redtail, Morningstar) 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) .