$175,000 - $225,000 yearly
Robert Half
San Carlos, CA
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Join 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 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...