Junior Advisor

Description

An established and growing independent wealth management firm is seeking a Junior Financial Advisor to join its team. This is an excellent opportunity for a client-focused advisor looking to work directly with an experienced lead advisor, build relationships, and take ownership of an existing client base over time.

Responsibilities include:

• Participate in client meetings and financial planning discussions
• Assist with retirement, investment, and wealth planning strategies
• Service an assigned book of clients and provide ongoing relationship management
• Prepare financial plans, investment reviews, and client recommendations
• Support business development and client retention efforts
• Ensure compliance with all industry and regulatory requirements

Requirements

Qualifications:

• CFP® designation required (or actively completing final requirements)
• Series 7 and Series 66, or Series 7, 63 & 65
• Financial planning and client-facing experience
• Strong interpersonal, presentation, and relationship-building skills
• Desire to grow within a highly collaborative advisory practice

Compensation: Competitive base salary, bonus potential, and long-term growth opportunity.

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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