Financial Advisor at Wealth Management Firm

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

Associate Advisor| Wealth Management| Danville| Hybrid

Responsibilities

• Support Senior Advisors with financial planning and investment strategies.
• Participate in client meetings and manage follow-ups.
• Assist with onboarding new clients and building relationships.
• Prepare reports, recommendations, and financial analyses.
• Handle client service tasks, CRM updates, and paperwork.
• Help improve workflows and insurance proposals.

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

• 2–6 years of experience in wealth management including financial planning.
• Strong communication and advisor support skills.
• Experience with Schwab, Orion, eMoney, or Redtail a plus.
• Bachelor’s degree required
• Series 7/66/65, CFP®, or ChFC® a plus.
• Proficiency in Excel/Google Sheets and financial analysis.
• Detail-oriented, professional, and relationship-driven

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and 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.

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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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