Financial Advisor

Lead Advisor

Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a thriving wealth management firm. This is a full-time permanent role based in San Francisco with a hybrid schedule. This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees. You'll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand.

Responsibilities :

• Act as a Personal CFO, leading client relationships and implementing holistic strategies
• Advise on investments, estate, tax, insurance, and retirement planning
• Prepare and present tailored financial plans, portfolios, and cash flow analyses
• Build business by engaging attorneys, CPAs, and other centers of influence
• Lead and mentor a service team to deliver exceptional client outcomes
• Contribute to firm-wide initiatives and community impact efforts

Requirements :

Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies.