411 Results for Financial Advisor Jobs in Usa

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Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Financial Advisor

Westborough, MA
onsite
Permanent / Full Time
100000 - 200000 USD / Yearly
We are looking for an experienced Financial Advisor to join a respected independent wealth management firm in Westborough, Massachusetts. This position is well suited for a relationship-driven individual who enjoys guiding clients through comprehensive financial decisions while contributing to the continued growth of the practice. The role offers the chance to expand existing client partnerships, attract new business opportunities, and build toward a senior advisory presence within the organization. Responsibilities: • Build and manage long-term relationships with clients by delivering thoughtful guidance across financial planning and wealth management needs. • Create tailored planning strategies that align investment objectives, risk tolerance, retirement goals, and broader financial priorities. • Lead client meetings with clarity, translating complex financial concepts into practical recommendations. • Identify opportunities to grow the business through networking, referrals, and proactive outreach within the market. • Partner with internal team members to ensure a high standard of service, timely follow-up, and consistent client communication. • Review client portfolios and financial plans regularly, recommending adjustments based on changing goals, market conditions, or life events. • Support the ongoing development of the advisory practice by contributing ideas that strengthen client experience and business growth.
2026-11-06T00:00:00Z

Financial Advisor

Harrisburg, PA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
We are looking for an experienced Financial Advisor to support clients with thoughtful wealth planning and investment guidance. In this role, you will develop tailored financial strategies, oversee portfolio performance, and help individuals make informed decisions aligned with their long-term objectives. The ideal candidate combines strong market knowledge with a consultative approach and a commitment to outstanding client service. Responsibilities: • Develop trusted client relationships by assessing financial priorities, risk appetite, and long-range objectives to deliver individualized guidance. • Design comprehensive wealth strategies that address investment planning, retirement preparation, and broader financial goals. • Evaluate market activity, investment products, and asset allocation options to recommend suitable portfolio approaches. • Review and adjust client portfolios regularly to reflect changing market conditions and evolving financial needs. • Maintain full compliance with applicable regulations, firm standards, and ethical standards in all advisory activities. • Expand business opportunities through prospecting, referrals, networking, and engagement within the community. • Educate clients on financial concepts, investment choices, and diversification strategies so they can make confident decisions. • Partner with internal and external specialists, including tax and estate planning advisors, to deliver well-rounded financial solutions.
2026-10-23T00:00:00Z

Financial Advisor

Edgartown, MA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Currently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions. Responsibilities:• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.• Analyze client portfolios and recommend investment strategies to optimize performance.• Manage ongoing client relationships through regular financial plan reviews and responsive communication.• Execute investment transactions in strict adherence to industry regulations and company policies.• Resolve client issues effectively and ensure high levels of customer satisfaction.• Develop and implement targeted sales strategies to meet organizational goals.• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.• Stay updated on regulatory changes and market trends to maintain expertise in the field.• Participate in community engagement and marketing initiatives to promote investment services.
2026-10-13T00:00:00Z

Financial Advisor

Wilkes-barre, PA
onsite
Permanent / Full Time
50000 - 100000 USD / Yearly
Our client is seeking an experienced Investment Advisor to provide comprehensive financial planning and investment management services to individual and institutional clients. This role is responsible for developing personalized investment strategies, building long-term client relationships, and helping clients achieve their financial goals through sound financial guidance and portfolio management. The ideal candidate will possess strong relationship-building skills, a consultative approach, and a deep understanding of investment products, financial markets, and wealth management strategies. Key Responsibilities<ul><li>Serve as a trusted advisor to clients by providing personalized investment and financial planning guidance.</li><li>Develop and maintain long-term client relationships through proactive communication and exceptional service.</li><li>Assess clients' financial objectives, risk tolerance, and investment preferences to create customized investment strategies.</li><li>Monitor and manage client portfolios, making recommendations based on market conditions and changing client needs.</li><li>Educate clients on investment options, retirement planning, wealth preservation, estate planning, and other financial matters.</li><li>Conduct regular portfolio reviews and provide ongoing performance updates.</li><li>Identify opportunities to grow assets under management through client referrals, networking, and business development activities.</li><li>Stay informed on market trends, economic developments, and industry regulations.</li><li>Ensure compliance with all regulatory requirements, fiduciary responsibilities, and company policies.</li><li>Collaborate with internal partners and external professionals, including accountants, attorneys, and financial planners, to provide comprehensive client solutions.</li><li>Maintain accurate client records, investment documentation, and reporting.</li></ul>
2026-10-09T00:00:00Z

Financial Advisor

Moorestown, NJ
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Robert Half is looking for a Financial Advisor to support the delivery of thoughtful, high-touch guidance to our client located in South Jersey. This position works closely with senior advisors to keep client relationships organized, meetings productive, and financial planning recommendations well prepared. The ideal candidate brings strong planning knowledge, excellent follow-through, and a service-oriented approach to every client interaction. Responsibilities:<ul><li>Partner with lead advisors to maintain strong client relationships and provide responsive day-to-day support throughout the planning process.</li><li>Organize client review appointments, manage scheduling logistics, and help keep meeting calendars on track.</li><li>Prepare for upcoming client discussions by building agendas, gathering relevant documents, and assembling presentation materials.</li><li>Participate in client meetings, capture thorough notes, and translate discussion outcomes into clear next steps.</li><li>Create clear follow-up correspondence that summarizes key decisions, recommendations, and action items for clients.</li><li>Coordinate post-meeting activities by assigning, tracking, and completing deliverables within expected timelines.</li><li>Contribute to the creation and ongoing refinement of comprehensive financial plans tailored to client goals and circumstances.</li><li>Use financial planning technology, including tools such as eMoney, to analyze client information and support advisor recommendations.</li></ul>
2026-10-30T00:00:00Z

Financial Planner

Mountain View, CA
onsite
Permanent / Full Time
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing! They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Financial Planner

Houston, TX
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a Financial Planner to support clients with thoughtful, personalized financial guidance in Houston, Texas. This role focuses on building clear planning recommendations across retirement, tax, investment, and estate considerations while working closely with advisors and internal specialists. The ideal candidate brings strong analytical ability, sound judgment, and the communication skills needed to turn complex financial information into practical next steps for clients. Responsibilities:• Create tailored financial planning deliverables, including long-term retirement scenarios, spending analyses, and personal balance sheet summaries using planning software and supporting tools.• Evaluate tax situations and model future outcomes to uncover strategies that can improve tax efficiency and strengthen overall financial results.• Review outside investment accounts to assess asset mix, risk exposure, tax implications, and fit with client objectives, then collaborate with advisors and investment professionals on suitable recommendations.• Coordinate key activities involved in bringing on new clients, partnering with advisors and senior leadership to help ensure a smooth and organized onboarding experience.• Research planning issues related to insurance coverage, pension benefits, Social Security, Medicare, and workplace benefit programs to support well-rounded recommendations.• Examine estate planning materials, summarize relevant findings for clients and advisors, and identify follow-up actions involving beneficiaries, ownership arrangements, and legal coordination.• Prepare clear planning insights and supporting analyses that help clients understand available options and make informed financial decisions. For immediate consideration contact Mark, mark.loiacano@roberthalf
2026-10-22T00:00:00Z

Financial and Advisor Specialist

New Gloucester, ME
onsite
Temporary / Contract
21 - 24 USD / Hourly
We are looking for a Financial and Advisor Specialist to support students through key academic and financial planning conversations in New Gloucester, Maine. This Long-term Contract position is ideal for someone who combines strong customer service instincts with the ability to explain financial aid information, help students navigate course planning, and discuss educational pathways with confidence. The person in this role will work closely with students in an office setting, offering clear guidance that helps them make informed decisions about their programs and future career options. Responsibilities: • Guide students through course selection and scheduling by identifying options that align with their academic goals. • Respond to questions related to financial aid and explain funding processes in a clear, student-friendly manner. • Discuss academic programs and possible career paths so students can better understand available opportunities. • Deliver attentive front-line support through phone and in-person interactions, ensuring a positive service experience. • Assist with account-related activities and maintain accurate administrative records tied to student support services. • Help process payment-related inquiries and direct students to the appropriate resources for financial matters. • Partner with the advising team to provide consistent support for students throughout their decision-making process.
2026-11-10T00:00:00Z

Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients</li><li>Develop personalized financial plans and investment strategies</li><li>Build long-term client relationships through proactive communication and portfolio reviews</li><li>Deliver ongoing financial planning and investment guidance</li><li>Identify opportunities to deepen existing relationships and support business development</li><li>Collaborate with advisors and internal teams to provide an exceptional client experience</li><li>Stay current on market trends and economic developments to support client recommendations</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Financial Planner at Wealth Management Firm

Walnut Creek, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Walnut Creek; Hybrid (1 Day Onsite) Join a boutique wealth management firm serving high-net-worth individuals, families, and institutional clients. The firm is known for its planning-focused approach, strong culture, and commitment to delivering highly personalized advice. This is an excellent opportunity for a financial planner who wants to focus on what they do best: solving complex planning challenges and influencing client outcomes. You'll work closely with advisors and clients on sophisticated planning matters, serving as the firm's go-to resource for tax, estate, retirement, equity compensation, and wealth transfer strategies. The role offers significant visibility, intellectual variety, and the opportunity to help shape planning best practices across the organization. Responsibilities<ul><li>Lead the development and analysis of comprehensive financial plans</li><li>Partner with advisors on complex client planning engagements</li><li>Present recommendations and planning strategies to clients</li><li>Develop solutions across tax, estate, retirement, cash flow, Social Security, and equity compensation planning</li><li>Research advanced planning concepts and regulatory changes</li><li>Serve as an internal resource on financial planning best practices</li><li>Help improve planning processes, workflows, and planning deliverables</li><li>Monitor industry developments and educate the advisory team on emerging planning opportunities</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Financial Manager

Chicago, IL
onsite
Permanent / Full Time
180000 - 190000 USD / Yearly
The salary range for this position is $180,000 - $190,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. This is a highly cross-functional role with exposure to senior leadership and responsibility for driving tangible improvements in how finance operates. Job Description:• Lead and support initiatives to improve how financial information is produced, managed, and used across the Firm, spanning forecasting, reporting, and underlying data processes• Own and enhance elements of the Firm’s forecasting and planning processes, ensuring models, assumptions, and outputs are supported by consistent methodologies and reliable data• Partner cross-functionally with Fund, GP and Management Company Accounting, Portfolio Analytics, and Operations teams to align financial assumptions, standardize outputs, and improve end-to-end workflows• Drive the design, implementation, and continuous improvement of finance processes, including forecasting cycles, reporting workflows, and data management practices• Support the implementation and optimization of financial systems, reporting tools, and dashboards (e.g., Power BI), with a focus on scalability, usability, and automation • Evaluate and enhance the Firm’s control environment through process improvements, automation, and AI-enabled solutions to increase efficiency, strengthen controls, and reduce reliance on manual processes.• Establish and maintain standardized definitions, drivers, and assumptions used across planning and reporting, contributing to a consistent “single source of truth”• Develop and deliver financial analyses, scenario modeling, and reporting materials for senior leadership, ensuring outputs are clear, decision-oriented, and grounded in well structured processes• Implement and enforce controls, validation checks, and governance practices to ensure accuracy and integrity of financial data and forecasting inputs• Continuously evaluate opportunities to scale and streamline finance operations as the Firm grows in size and complexity, proactively introducing improvements to systems, workflows, and planning capabilities
2026-10-23T00:00:00Z

Associate Financial Advisor

San Ramon, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, highly regarded wealth management firm known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a long-term career in financial advising with strong mentorship, training, and exposure to experienced advisors. Partner closely with a highly productive Senior Advisor across financial planning, client meetings, planning analysis, and ongoing relationship management. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions. Responsibilities<ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Associate Financial Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
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. ✨ Associate Financial Advisor📍 Walnut Creek, CA (In-Office)🏢 Relationship Driven Wealth Management Firm💰 Competitive Base + Bonus Anisa is partnered with a respected, independent wealth management firm with a long-standing reputation for delivering sophisticated financial guidance and exceptional client service. Backed by a stable and growing platform, the firm has built its success on trust, collaboration, and lasting client relationships that span generations. This is an outstanding opportunity for an experienced Associate Financial Advisor to step into an established client base, work alongside seasoned advisors, and play an integral role in helping individuals and families achieve their financial goals. As an Associate Financial Advisor, you'll partner closely with senior advisors to support an established client base while delivering comprehensive financial planning and investment guidance. Key Responsibilities<ul><li>Manage and support a substantial portfolio of client relationships in partnership with senior advisory professionals.</li><li>Develop personalized financial planning recommendations tailored to each client's goals, risk tolerance, and long-term objectives.</li><li>Conduct client meetings and portfolio reviews, providing proactive guidance and advice.</li><li>Assist in creating comprehensive wealth management strategies, including retirement, investment, estate, and risk-planning considerations.</li><li>Build trusted relationships with clients and become a valued resource throughout their financial journey.</li><li>Prepare financial analyses, recommendations, and planning presentations.</li><li>Collaborate with internal team members to deliver a seamless, high-touch client experience.</li><li>Maintain compliance with all regulatory requirements, policies, and industry standards.</li><li>Contribute to business growth initiatives and participate in relationship-development activities.</li></ul>For fastest consideration, please reach out to Anisa Henry via email or LinkedIn.
2026-10-26T00:00:00Z

Associate Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-11-06T00:00:00Z

Financial Planner at RIA

Mill Valley, CA
onsite
Permanent / Full Time
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsite Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Financial Planner at RIA

Mountain View, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing! They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Financial Planner at RIA

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Investment Accountant

Avon, CT
onsite
Permanent / Full Time
85000 - 125000 USD / Yearly
Well established investment management company in the Avon area is looking for an Investment Accountant to join their team! The Investment Accountant will be responsible for the following: · Prepares monthly investment report package on a timely basis for STAT, GAAP, IFRS and other basis’s· Prepares statutory quarterly and annual Schedule D regulatory reports and GAAP financial and footnote packages for accounting clients with prompt regard for established deadlines· Performs daily reconciliation of accounts to the custodial and/or external manager record including cash, trades, income and dividends, special deposits, etc., including communication with clients and custodians to clarify discrepancies· Obtains and maintains a thorough understanding of the client’s general ledger structure· Monitors and analyzes own work to develop more efficient procedures while maintaining a high level of accuracy· Responds timely to inquiries from the clients, as well as the Director of Accounting, Controller, auditors, and other firm wide managers regarding financial results, special reporting requests, etc.· Assists in development and implementation of new procedures to enhance the workflow of the department· Maintains monthly performance results of clients’ portfolios· Collaborates with the other accountants to support overall department goals and objectives The ideal candidate will have a Bachelor’s Degree in either Accounting or Finance, 2-5+ years of experience in the investment industry, excellent verbal and written communications skills as well as possess the ability to handle multiple priorities with a high level of accuracy. Additional requirements include ERP experience and strong Excel skills (pivot tables / v lookups). If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to Chelsea Halon at chelsea.halon@roberthalf com For quicker consideration please email directly to chelsea.halon@roberthalf com vs “applying”.
2026-10-29T00:00:00Z

Financial Coordinator

Manchester, NH
onsite
Temporary / Contract
21.9 - 25.3 USD / Hourly
We are looking for a detail-oriented Financial Coordinator to support daily accounting operations for a Financial Services organization in Manchester, New Hampshire. This Long-term Contract opportunity is well suited for someone who enjoys maintaining accurate records, resolving payment issues, and keeping financial activity organized. The position will focus on accounts payable, accounts receivable, reconciliations, and bookkeeping tasks using QuickBooks while helping ensure reliable and compliant financial processes. Responsibilities: • Process vendor invoices, review coding accuracy, and prepare payments in line with internal accounting procedures. • Monitor incoming customer payments, apply receipts correctly, and follow up on outstanding balances to support accounts receivable activity. • Reconcile bank accounts and investigate discrepancies to maintain accurate financial records. • Maintain accounting data in QuickBooks, ensuring transactions are entered completely and supporting documentation is organized. • Assist with routine banking activities and coordinate closely with internal stakeholders to address financial questions or exceptions. • Review financial transactions for adherence to company guidelines and support compliance-related documentation needs. • Prepare regular account summaries and provide timely updates on payment status, reconciliations, and outstanding items.
2026-11-06T00:00:00Z

Financial Analyst

Boca Raton, FL
onsite
Permanent / Full Time
75000 - 80000 USD / Yearly
We are looking for a Financial Analyst to join our team, supporting analytical initiatives across a broad mix of financial services businesses. In this role, you will contribute to investment evaluation, portfolio performance review, and strategic decision-making through rigorous financial analysis and modeling. This position offers regular interaction with senior leaders, investment stakeholders, and portfolio company teams, creating strong opportunities for career development in a dynamic environment. Responsibilities: • Develop and update comprehensive financial models to assess potential investments, support strategic planning, and evaluate business performance across portfolio companies. • Review financial statements, key performance indicators, and operational data to highlight trends, uncover risks, and identify growth opportunities. • Contribute to transaction-related due diligence by analyzing target company information for acquisitions, follow-on investments, and other strategic opportunities. • Create clear and decision-ready materials for investment committees, board meetings, and leadership reporting. • Assist with budgeting, forecasting, and long-term financial planning efforts in collaboration with portfolio company teams. • Perform market assessments, competitor reviews, and benchmarking analyses to support investment and operating decisions. • Track portfolio company results and prepare recurring performance updates for senior leadership and investment teams. • Work closely with internal investment professionals and portfolio finance leaders on value creation initiatives and other high-priority projects.
2026-10-29T00:00:00Z

Financial Analyst

Pasadena, CA
onsite
Temporary / Contract
27 - 29 USD / Hourly
Robert Half is in search for a Financial Analyst for local ongoing opportunities. The Financial Analyst, you will conduct financial modeling on various financial products as well as measure, analyze and forecast performance in conjunction with operating plans. Additional duties include advising management on the allocation of resources to best accomplish objectives and preparing reports for management. For Immediate consideration please email your resume and call 626.463.2030 to schedule an interview. Financial Modeling:· Develop and maintain financial models to analyze and forecast company performance· Use spreadsheet tools to create projections, scenario analyses, and sensitivity analyses.Budgeting and Forecasting:· Collaborate with various departments to create and manage budgets.· Prepare financial forecasts, identifying trends and potential areas of concern or opportunity.Financial Reporting:· Generate and analyze financial reports, including income statements, balance sheets, and cash flow statements.· Communicate financial results and trends to management and stakeholders.Variance Analysis:· Conduct variance analysis to compare actual financial performance against budgets and forecasts.· Identify and investigate discrepancies, providing explanations for variances.Decision Support:· Provide decision support by analyzing financial data and making recommendations for strategic and operational decisions.· Assess the financial impact of potential investments, projects, or business initiatives.Market and Industry Analysis:· Monitor economic and industry trends that may impact the organization's financial performance.· Conduct market research and competitor analysis to inform strategic decision-making.
2026-11-04T00:00:00Z

Financial Analyst

Woodland, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a Financial Analyst to support manufacturing finance through insightful analysis, practical reporting, and strong cross-functional collaboration. This role will help leaders understand operating results, plan future performance, and make sound decisions by turning complex production and cost data into clear financial recommendations. The position is well suited for someone who enjoys working with detailed information while keeping sight of broader business goals. Responsibilities:• Build and refine financial models, forecasting tools, and reporting resources that support manufacturing planning, labor needs, overhead spending, capital investments, and operating performance.• Work closely with plant leadership and partner teams to create reporting that highlights results across facilities, products, projects, and overall manufacturing activity.• Maintain and enhance recurring dashboards and scorecards that track important measures such as efficiency, output, utilization, quality, safety, productivity, and cost trends.• Evaluate labor hours, payroll spending, staffing patterns, and productivity data to identify key drivers and support workforce planning decisions.• Contribute to annual budgeting and ongoing forecast cycles by analyzing volume assumptions, operating costs, labor requirements, overhead, and capital plans.• Assist with monthly close activities by preparing analyses, investigating variances, and improving processes that strengthen the accuracy and timeliness of financial reporting.• Produce regular financial and operational summaries for leadership, including clear explanations of risks, opportunities, and notable performance changes.• Review manufacturing overhead and departmental expenses to support cost control efforts and improve forecast reliability across the organization.• Support capital planning through business case analysis, return evaluations, project tracking, and follow-up reviews of investment outcomes.• Partner with operations, engineering, project management, and accounting teams to translate business activity into actionable financial insight and recommendations.
2026-10-13T00:00:00Z

Financial Analyst

Roseville, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Lisa Cole with Robert Half is partnering with a growing, complex manufacturing and project‑based organization is seeking a Financial Analyst to serve as a financial partner to Program and Project Managers. This role operates at the program level—similar to a “mini‑controller”—supporting active programs across engineering, manufacturing, and R&D environments.This position is ideal for a candidate with strong cost accounting, contract, and program finance experience who enjoys partnering cross‑functionally and driving financial visibility at the project level. For more information on this position, please call Lisa Cole at 916-649-0832. Key Responsibilities<ul><li>Act as the primary finance partner for assigned programs and projects</li><li>Prepare quarterly profit and cash reporting at the program level</li><li>Track, analyze, and forecast program costs, margins, and cash flow</li><li>Manage invoicing and milestone billing; partner with AR for collections</li><li>Perform variance analysis, estimates‑to‑complete (ETC), and estimates‑at‑completion (EAC)</li><li>Support revenue recognition activities with working knowledge of ASC 606</li><li>Assist with audits (internal, external, and government, as applicable)</li><li>Prepare monthly program financial packages and ad‑hoc analysis</li><li>Collaborate closely with Program Managers, Contracts, and Operations teams</li></ul>
2026-11-06T00:00:00Z

Financial Analyst

Menlo Park, CA
remote
Temporary to Hire
38 - 44 USD / Hourly
We are looking for a Financial Analyst to join a team in California in a contract capacity with the potential for a permanent role. This position is well suited for someone who can turn financial data into clear business insight, build reliable models, and support decision-making with thoughtful analysis. The role offers the opportunity to work across planning, reporting, and ad hoc projects while partnering with stakeholders to evaluate performance and identify trends. Responsibilities: • Develop and maintain financial models that support forecasting, budgeting, and business planning activities. • Analyze operating results and key financial metrics to explain performance, highlight risks, and uncover opportunities. • Prepare variance reviews by comparing actual results against forecasts, budgets, and prior periods. • Perform ad hoc analysis for leadership to support strategic decisions, business cases, and special projects. • Gather, organize, and interpret large data sets using data mining techniques to improve financial visibility and reporting accuracy. • Create reports and presentations that translate complex financial information into concise recommendations for stakeholders. • Partner with cross-functional teams to collect inputs, validate assumptions, and strengthen financial planning processes.
2026-11-09T00:00:00Z

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