Financial Advisor | Boutique RIA Firm

Robert Half • San Mateo, CA • 1h ago

Description

Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

Financial Advisor - San Mateo CA (Hybrid)

A growing, client-centric wealth management firm in San Mateo is expanding its advisory team and seeking an experienced Financial Advisor to join the practice. This is an excellent opportunity for a relationship-driven professional who enjoys delivering comprehensive financial planning to high-net-worth clients.

Key Responsibilities

Serve as the primary advisor for a portfolio of high-net-worth clients, delivering ongoing financial planning and investment guidance

Lead client meetings and portfolio reviews, providing thoughtful and strategic recommendations

Advise on retirement planning, investment strategy, insurance, and major life events (e.g., home purchases, rollovers)

Identify opportunities to deepen client relationships and introduce additional planning solutions

Partner with senior advisors on complex client needs while maintaining a high-touch service model

Support onboarding and integration of new clients into the firm

Maintain accurate client records and financial plans within CRM and planning systems

Stay current on market trends and evolving financial planning strategies

Requirements

~7+ years of experience in wealth management, with at least 5 years in a client-facing advisory role

Proven ability to independently lead client meetings and manage relationships

CFP designation preferred (ideally held for 2+ years)

CFA is a plus, though the role is more planning-focused than investment management

Strong expertise in holistic financial planning and wealth management strategies

Experience working with high-net-worth clients

Excellent communication and relationship management skills

Ability to assess client needs and deliver tailored financial solutions

Familiarity with CRM and financial planning tools

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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