<p>If you’re a growth-minded wealth management professional who thrives in a people-first culture and wants to sharpen your craft through elite mentorship, this opportunity is for you. <strong><em>Jennifer Fukumae with Robert Half’s Financial Services Division</em> </strong>is partnering with a high-growth, relationship-centered firm to identify a Lead Advisor. </p><p><br></p><p><strong>The Opportunity</strong></p><p>This is a highly visible position designed for a financial planning professional who combines strong technical expertise with emotional intelligence. As a Lead Advisor, you will act as a strategic partner to both advisors and clients, crafting tailored, advanced planning solutions spanning tax, estate, insurance, and investment considerations. You’ll be well suited for this role if you’re energized by complex problem-solving, enjoy working closely across teams, and want to contribute to an organization that prioritizes thoughtful advice, collaboration, and exceptional standards.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors and internal teams to deliver client-ready meeting materials, follow-ups, and planning deliverables</li><li>Provide expert, client-facing financial advice in partnership with advisors</li><li>Lead the development of complex financial plans, including advanced cash flow, tax, insurance, and estate analyses</li><li>Serve as a subject matter expert in financial planning software and support technology integration and efficiency initiatives</li><li>Present planning strategies and recommendations to clients alongside advisors</li><li>Collaborate with attorneys, CPAs, and investment professionals to ensure fully integrated financial solutions</li><li>Mentor and support junior Advice Strategists, Operations, and Client Services team members</li><li>Manage complex plan implementation tasks, including account transfers, insurance applications, and documentation workflows</li><li>Stay current on industry regulations and ensure adherence to compliance and internal policies</li><li>Contribute to process improvements and content development to enhance client experience and firm-wide planning capabilities</li></ul>

<ul><li><strong>CFP® or Series 65 required</strong></li><li>Bachelor’s degree in Finance or related field</li><li>Approximately 5–7+ years of hands-on experience delivering holistic financial planning solutions</li><li>Deep knowledge across key planning domains, including tax strategy, estate planning, retirement planning, and risk management</li><li>Demonstrated experience using financial planning platforms such as eMoney or MoneyGuidePro (or similar tools)</li><li><br></li></ul><p> </p><p>For <strong>fastest consideration</strong>, or to learn more about this role and <strong>other opportunities in Wealth Management</strong>, please reach out to <strong>Jennifer Fukumae on LinkedIn</strong>.</p>

<p>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.</p> <p>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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>