Associate Financial Advisor

Description

Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

✨ Associate Financial Advisor

📍 Walnut Creek, CA (In-Office)

🏢 Relationship Driven Wealth Management Firm

💰 Competitive Base + Bonus

Anisa is partnered with a respected, independent wealth management firm with a long-standing reputation for delivering sophisticated financial guidance and exceptional client service. Backed by a stable and growing platform, the firm has built its success on trust, collaboration, and lasting client relationships that span generations. This is an outstanding opportunity for an experienced Associate Financial Advisor to step into an established client base, work alongside seasoned advisors, and play an integral role in helping individuals and families achieve their financial goals.

As an Associate Financial Advisor, you'll partner closely with senior advisors to support an established client base while delivering comprehensive financial planning and investment guidance.

Key Responsibilities

• Manage and support a substantial portfolio of client relationships in partnership with senior advisory professionals.

• Develop personalized financial planning recommendations tailored to each client's goals, risk tolerance, and long-term objectives.

• Conduct client meetings and portfolio reviews, providing proactive guidance and advice.

• Assist in creating comprehensive wealth management strategies, including retirement, investment, estate, and risk-planning considerations.

• Build trusted relationships with clients and become a valued resource throughout their financial journey.

• Prepare financial analyses, recommendations, and planning presentations.

• Collaborate with internal team members to deliver a seamless, high-touch client experience.

• Maintain compliance with all regulatory requirements, policies, and industry standards.

• Contribute to business growth initiatives and participate in relationship-development activities.

For fastest consideration, please reach out to Anisa Henry via email or LinkedIn.

Requirements

What We're Looking For

Required Qualifications

• Bachelor's degree in Finance, Economics, Business, Accounting, or a related discipline preferred.

• 2+ years of experience within wealth management, financial planning, investment advisory, or a related financial services environment.

• Series 65 license (or equivalent registration) required.

• Experience supporting and managing client relationships within a fiduciary or advisory setting.

• Strong understanding of investment management, retirement planning, financial planning, and wealth preservation strategies.

• Exceptional interpersonal and relationship-building skills.

• Excellent analytical, organizational, and communication abilities.

• Commitment to delivering an outstanding client experience.

Preferred Qualifications

• CFP® designation or active progress toward certification.

• Experience working alongside senior advisors within a team-based advisory model.

• Demonstrated ability to develop long-term client relationships and identify opportunities for continued growth.

Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.

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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