Lead Advisor | RIA Firm

Lead Advisor

If you're a growth-minded wealth management professional who thrives in a people-first culture and wants to sharpen your craft through elite mentorship, this opportunity is for you. Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a high-growth, relationship-centered firm to identify a lead advisor. This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness.

As a lead advisor, you'll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.

Responsibilities:

• Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs
• Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors
• Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations
• Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization
• Co-present financial strategies and tailored recommendations during client meetings with advisory partners
• Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions
• Coach and develop junior team members in operations and client services
• Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management
• Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards
• Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities

Requirements:

• CFP or Series 65 required
• Bachelor's degree in finance or related field
• Approximately 57+ years of hands-on experience delivering holistic financial planning solutions
• Deep knowledge across key planning domains, including tax strategy, estate planning, retirement planning, and risk management
• Demonstrated experience using financial planning platforms such as eMoney or Money Guide Pro  (or similar tools)