Financial Advisor

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.

Qualifications

• 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.

Compensation

$140,000.00-$200,000.00 Yearly

About Us

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 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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