Lead Advisor at Thriving Wealth Management

Description Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management. This is a full-time permanent role based in Danville with a Hybrid schedule. This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-dou2019s, preparing cases, delegating tasks to associate advisors, and handling everything needed to support both the client and the senior advisor. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities + Support Senior Advisors with financial planning and investment strategies. + Participate in client meetings and manage follow-ups. + Assist with onboarding new clients and building relationships. + Prepare reports, recommendations, and financial analyses. + Handle client service tasks, CRM updates, and paperwork. + Help improve workflows and insurance proposals. Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Requirements + 2u20136 years of experience in wealth management with experience in investment management, client strategy, and financial planning. + Strong communication and advisor support skills. + Experience with Schwab, Orion, eMoney, or Redtail a plus. + Bacheloru2019s degree required; Series 7/66/65, CFPu00ae, or ChFCu00ae a plus. + Proficiency in Excel/Google Sheets and financial analysis. + Detail-oriented, professional, and relationship-driven. Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about whatu2019s out there. Robert Half is the worldu2019s 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 ( and get 1-tap apply, notifications of AI-matched jobs, and much more. 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. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-10-04