Description We are seeking a Financial Advisor to join our team in Los Angeles, California. In this role, you will support Senior Advisor and Lead Advisor with the development and documentation of advice to release the capacity of both of these positions and enhance service delivery to clients. This position is an excellent opportunity for those with a keen eye for detail and a strong understanding of the financial industry. Responsibilities: • Work closely with all teams to provide optimal tech/reporting solutions for all clients • Contribute to client retention and education initiatives • Prepare and follow up on action items from client meetings • Conduct research to understand and teach about intricacies in client financial situations • Develop and provide varied solutions for clients based on their unique circumstances • Collaborate with the team to improve internal systems • Seek continuous learning in all aspects of finance with the aim of progressing in the career path • Handle some administrative duties as and when required. Requirements • Degree (Business/Financial Planning) • Series 65 and working toward CFP • Developing technical advice knowledge across areas of advice • Strong understanding of the stock market • Strong understanding of the advice process • Developing knowledge of financial planning software • Developing understanding of compliance standards • Building an understanding of the financial services industry • Maintenance of all professional qualifications 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 for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 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. © 2024 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) .