Junior Advisor
Robert Half
Job Description
Job Description
An established and growing independent wealth management firm is seeking a Junior Financial Advisor to join its team. This is an excellent opportunity for a client-focused advisor looking to work directly with an experienced lead advisor, build relationships, and take ownership of an existing client base over time.
Responsibilities include:
- Participate in client meetings and financial planning discussions
- Assist with retirement, investment, and wealth planning strategies
- Service an assigned book of clients and provide ongoing relationship management
- Prepare financial plans, investment reviews, and client recommendations
- Support business development and client retention efforts
- Ensure compliance with all industry and regulatory requirements
Qualifications:
- CFP® designation required (or actively completing final requirements)
- Series 7 and Series 66, or Series 7, 63 & 65
- Financial planning and client-facing experience
- Strong interpersonal, presentation, and relationship-building skills
- Desire to grow within a highly collaborative advisory practice
Compensation: Competitive base salary, bonus potential, and long-term growth opportunity.
Vacancy posted 5 days ago
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