Description We are seeking a knowledgeable and experienced Financial Advisor to assist our clients in managing their finances. The Financial Advisor will provide guidance to clients on financial planning matters such as retirement planning, education funding, tax planning, and debt management. The goal of the Financial Advisor is to help clients understand their financial situation and how they can use their resources to achieve their financial goals.Responsibilities: Guide clients towards strategic decisions by assessing their financial portfolios Develop appropriate strategies based on the understanding of the clients' financial goals and needs Provide investment recommendations as part of creating financial plans Manage risk and return to benefit clients Regularly conduct meetings with clients to review their progress towards financial goals Stay well-informed about market trends and economic events Ensure compliance with all rules and regulations in the industry.Requirements Candidate must possess a minimum of 3 years of experience in the asset management industry. Proven experience as a Financial Advisor is essential. Demonstrated proficiency in creating and implementing Annual Financial Plans. Proven track record in providing Financial Consulting services to clients. Experience in Financial Planning is required, including budgeting, forecasting, and planning. Expertise in Long-range financial planning is essential. Must be able to interpret and analyze financial data to guide clients in making informed decisions. Strong understanding of the financial market trends and investment strategies. Excellent communication and client servicing skills. Must hold relevant certifications in financial planning or asset management. 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) .
