Associate Financial Advisor

Financial Planner

Michelle Espejo with Robert Half Financial Services is recruiting for a Financial Planner at a Thriving Wealth Management. This is a full-time permanent role based in Danville with a Hybrid schedule. Join a firm where you can make a real impact for high-net-worth clients. As an Associate Advisor, you'll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything runs smoothly to support both clients and senior advisors. The firm champions your growth with FINRA sponsorships, CFP study programs, mentorship, and a collaborative culturewhile keeping work-life balance a true priority.

What You'll Do

• Partner with Senior Advisors to shape financial planning and investment strategies
• Lead client meetings and manage all follow-ups
• Onboard new clients and cultivate strong relationships
• Prepare detailed reports, recommendations, and financial analyses
• Handle client service tasks, CRM updates, and paperwork efficiently
• Improve workflows and optimize insurance proposals

Requirements

Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what's out there.