Client Advisor

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.

✨ Client Advisor 📍 San Francisco, CA (Hybrid) 🏢 Collaborative Wealth Management Firm 💰 Competitive Base + Bonus + Great Benefits

Anisa is partnering with a highly respected wealth management firm is seeking a Client Advisor to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success.

What You'll Be Doing

• Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families
• Partner closely with investment professionals to deliver holistic wealth management solutions
• Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations
• Present planning strategies and recommendations in a clear, client-friendly manner
• Participate in client meetings and serve as a trusted resource throughout the planning process
• Help monitor and update financial plans as circumstances and goals evolve
• Build strong relationships through proactive service and thoughtful advice
• Support business development efforts through referrals, networking opportunities, and prospect meetings

If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect.

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

The Ideal Fit You're the type of advisor who genuinely enjoys financial planning and relationship management. You want to be part of a smaller team where your contributions matter, your colleagues support one another, and clients value long-term partnerships over transactions.

What We're Looking For

• Approximately 3-5 years of financial planning or wealth management experience
• Experience creating and presenting financial plans for affluent clients
• Familiarity with eMoney, MoneyGuidePro, or similar planning software
• CFP designation preferred, but not required
• Strong communication and relationship-building skills
• Interest in joining a collaborative, team-oriented environment
• Experience within an RIA is a plus, though candidates from banks, broker-dealers, and other wealth management platforms are encouraged to apply
• Seeking someone interested in building a long-term career path with a stable and highly respected organization

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