Lead Financial Advisor at RIA - 3 days onsite

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Lead Advisor | Wealth Management Firm | SF | Hybrid; 3 days onsite Our client is a highly respected wealth management firm with a strong track record advising high-net-worth individuals, families, and institutions. They’re known for a thoughtful, full-picture approach to planning and investing, and for building lasting client relationships. The firm offers a collaborative, values-driven environment with real growth potential. You’ll also get competitive benefits, fully covered healthcare, generous PTO, 401k match, and a hybrid schedule in San Francisco. ResponsibilitiesPartner with advisors to support high-net-worth clients Build and deliver financial plans Support tax, estate, and investment planning initiatives Analyze portfolios and help develop client recommendations Prepare client materials, proposals, and meeting follow-ups Manage ongoing client engagement and day-to-day communication Collaborate with senior advisors and investment team on tailored strategiesFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.4–7+ years in wealth management, financial planning CFP or CFA required, ideally a CFPMust have MoneyGuidePro and/or eMoney financial planning software experience Strong investment and planning experience; advanced Excel skills Experience with tools like Orion, or Salesforce Solid understanding of retirement, tax, and estate planning concepts Strong communication skills and ability to work with sophisticated clients Team-oriented with a clear interest in growing into an advisor role Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.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 and get 1-tap apply, notifications of AI-matched jobs, and much more.Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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 “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.