Robert Half is looking for a Financial Advisor to support the delivery of thoughtful, high-touch guidance to our client located in South Jersey. This position works closely with senior advisors to keep client relationships organized, meetings productive, and financial planning recommendations well prepared. The ideal candidate brings strong planning knowledge, excellent follow-through, and a service-oriented approach to every client interaction.
Responsibilities:
- Partner with lead advisors to maintain strong client relationships and provide responsive day-to-day support throughout the planning process.
- Organize client review appointments, manage scheduling logistics, and help keep meeting calendars on track.
- Prepare for upcoming client discussions by building agendas, gathering relevant documents, and assembling presentation materials.
- Participate in client meetings, capture thorough notes, and translate discussion outcomes into clear next steps.
- Create clear follow-up correspondence that summarizes key decisions, recommendations, and action items for clients.
- Coordinate post-meeting activities by assigning, tracking, and completing deliverables within expected timelines.
- Contribute to the creation and ongoing refinement of comprehensive financial plans tailored to client goals and circumstances.
- Use financial planning technology, including tools such as eMoney, to analyze client information and support advisor recommendations.
The ideal Financial Advisor will have a Bachelor’s degree in Business and/or Finance and/or Management. CFP® designation preferred.
Other requirements for the Financial Advisor role include and are not limited to:
- 5+ years of experience in wealth management or financial planning
- Strong understanding of financial planning concepts and strategies
- Experience with financial planning software
- Excellent organizational, communication, and follow-through skills
Interested candidates should reach out to Zed Koleilat at and reference JO#03133
