Wealth Advisor

Robert Half • San Mateo, CA • 1h ago

Description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.

Financial Advisor | Wealth Management Firm | San Mateo

Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they're known for delivering personalized, fiduciary-driven financial planning and investment management-focused entirely on what's best for the client.

This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance.

Responsibilities

Act as the lead advisor for a portfolio of high-net-worth clients

Lead client meetings, portfolio reviews, and deliver tailored planning strategies

Advise on retirement, investments, insurance, and major financial decisions

Strengthen and expand client relationships through proactive planning

Partner with senior advisors on complex cases

Support onboarding and development of new client relationships

Maintain accurate planning and CRM documentation

Stay current on markets and evolving planning strategies

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

Requirements

Must have CFP® or CFA

7+ years in wealth management (5+ client-facing)

Strong experience leading client conversations and meetings

Deep understanding of holistic financial planning and investment strategies

Experience with high-net-worth clients preferred

Strong communication and relationship-building skills

Familiarity with CRM and planning tools (e.g., Redtail, Morningstar, Riskalyze)

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.

Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within wealth management across the Bay Area. Happy to connect with professionals in the space, even if you're 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 (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.

© 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 (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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