Description Are you ready to make a meaningful impact in the lives of others? A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking a Lead Advisor to join its San Francisco office. This is a unique opportunity to serve as a trusted financial partner, helping clients align their wealth with their passions and purpose. About the Role: As a Lead Advisor, you will act as a Personal CFO for a select group of clients, guiding them through comprehensive wealth management strategies. You’ll lead client relationships, collaborate with internal teams, and leverage external resources to deliver exceptional service and results. This role is ideal for someone who thrives in a fast-paced, team-oriented environment and is passionate about helping others live richer lives. Key Responsibilities: + Serve as the primary relationship manager for clients, designing and implementing personalized wealth management plans + Coordinate across disciplines including investment management, estate planning, tax strategy, risk management, and general financial planning + Represent the firm’s value proposition to prospective clients and build long-term trust + Develop relationships with centers of influence (e.g., attorneys, CPAs) and custodial retail branches + Participate in public speaking engagements and community events to promote the firm’s mission + Lead a local service team to ensure high client satisfaction and retention + Support business development efforts and generate referrals from existing clients + Mentor and coach team members, contributing to their professional growth + Assist in developing and delivering internal training programs Compensation & Benefits: + Competitive compensation package + Comprehensive benefits including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, and wellness stipends + Flexible work culture with a focus on in-office collaboration + Opportunities for career advancement and personal development + Inclusive and values-driven workplace committed to equity and community impact Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Requirements Qualifications: + Bachelor’s degree required; CFP® designation is mandatory + Minimum of 6 years of experience in financial or estate planning, preferably within a professional financial services or wealth management firm + Deep expertise in estate, tax, retirement, insurance, investment, and cash flow planning + Strong leadership, communication, and presentation skills + Ability to manage complex workloads and collaborate with cross-functional teams + High integrity, motivation, and adaptability Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move. 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. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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) .